Track it,
or book it.
SimplyLedger runs in two modes. Portfolio tracks what you hold, free, and suits individuals. Accounting runs the books for companies, funds and the accountants who serve them.
Who it’s for
Same data, two jobs.
Portfolio
Individuals & retail
See everything you hold, in one place, for free.
- People holding crypto across several wallets and exchanges
- Stakers following delegated balances and unclaimed rewards
- Teams who want to watch the treasury before they book it
Accounting
Companies, funds & accountants
Turn on-chain activity into reconciled, audit-ready books.
- Companies, funds and DAOs that keep a general ledger
- Accountants and bookkeepers running books for client entities
- Finance teams reporting under IFRS, including IAS 38
Side by side
Everything portfolio does, accounting does too.
Accounting adds the ledger on top: rules, journal entries, reconciliation and the reports an auditor asks for.
| Feature | PortfolioFree | AccountingFrom €499/year |
|---|---|---|
| Holdings | ||
| Wallets, exchanges and custodians | Included | Included |
| Fiat accounts and bank statement import | Included | Included |
| Portfolio value and balance charts | Included | Included |
| Staked, delegated and unclaimed holdings | Included | Included |
| Daily balances per account, with CSV export | Included | Included |
| Token and fiat pricing | Included | Included |
| Transactions | ||
| Transaction history across every account | Included | Included |
| LP deposits and withdrawals by position | Included | Included |
| Historical transaction and balance sync | Included | Included |
| Monitoring | ||
| Balance alerts by email, Slack or Telegram | Included | Included |
| Books | ||
| Posting rules and categories | Not included | Included |
| Journal entries in QuickBooks Online | Not included | Included |
| Bills, invoices, customers and suppliers | Not included | Included |
| Hold and suspense matching | Not included | Included |
| Cost basis and realized gains | Not included | Included |
| IAS 38 remeasurements | Not included | Included |
| Reconciliation & reporting | ||
| Reconciliation and valuation adjustments | Not included | Included |
| QuickBooks balance checks | Not included | Included |
| Reports and reconciliation PDFs | Not included | Included |
| Audit trail | Not included | Included |
| Team | ||
| Unlimited wallets and users | Included | Included |
| View-only roles for colleagues | Included | Included |
| In-app support tickets | Included | Included |
| Transactions | Up to 500 | By plan |
Upgrading
Start tracking. Book it when you’re ready.
- 01
Connect what you hold
Add wallets, exchanges and bank accounts to a portfolio and watch the balances update.
- 02
Ask for accounting
Request the upgrade from Settings in the app. Support switches the same entity over, so nothing is re-imported.
- 03
Set up the books
The setup checklist walks you through categories, rules, opening balances and QuickBooks.
Can I move from portfolio to accounting later?
Yes. Ask for an upgrade from Settings in the app and support switches the same entity to accounting, so your wallets, token cards and transaction history stay where they are.
Does portfolio mode work out my taxes?
No. Portfolio mode tracks balances and transaction history. Cost basis and realized gains are part of accounting mode, and SimplyLedger does not file tax returns.
Do I need QuickBooks to use accounting mode?
Accounting mode posts journal entries to QuickBooks Online once it is connected. Posting, reconciliation and cost basis also run inside SimplyLedger, so you can set up before you connect.
Can other people see my portfolio?
Only the people you invite. Users are unlimited, and the viewer and guest roles are view-only.
Your crypto. Your books. In sync.
Book a call and we’ll walk you through the workflow for your stack.