Your Precious Metals Portfolio allows you to track all your gold, silver, platinum, and palladium holdings in one place. You can add positions, record sales, view your performance, and export your data. This guide covers everything you can do.

Adding a New Position

To add metals to your portfolio, follow these steps:

1. Navigate to the Positions page and make sure you are logged in.
2. Click the Add Position button near the top of the page.
3. Fill out the form with your purchase details:

• Position Name (Required) — Give your position a memorable name, such as “2024 Gold Eagle” or “Silver Bars – January Purchase”.
• Description (Optional) — Add any notes about this purchase, such as where you bought it, serial numbers, or storage location.
• Metal Type (Required) — Select the type of precious metal: Gold, Silver, Platinum, or Palladium.
• Weight (Required) — Enter the weight of each item. For example, if you have 1 oz coins, enter “1”.
• Unit — Select the weight unit: oz (troy ounces), g (grams), kg (kilograms), lb (pounds), or dwt (pennyweight). Troy ounces (oz) is the most common unit for precious metals.
• Quantity — Enter how many identical items you have. For example, if you bought 5 identical 1 oz coins, set Weight to “1” and Quantity to “5”.
• Cost (Optional) — Enter the total amount you paid for this purchase. This allows the system to calculate your profit or loss.
• Purchase Date (Required) — Select the date when you acquired these metals.
  
  

Click Save Position to add it to your portfolio.

Understanding Pool Weight

You may notice a checkbox labeled Pool/Collateral Weight. This option is for tracking metals that are not individual items but rather a total weight, such as:

• Scrap gold or silver
• Pool-allocated metals from a dealer
• Jewelry or items where you only know the total weight

When you check this box, the Quantity field is automatically set to 1. You simply enter the total weight of your metals. This is useful when you cannot count individual pieces.

Editing a Position

To update the details of an existing position:

1. Find the position you want to edit in your portfolio list.
2. Click the Edit button on that position.
3. The form will open with all current values pre-filled.
4. Make your changes to any field (name, description, weight, cost, etc.).
5. Click Save Position to update.

Note: If you have already disposed of some of this position, you cannot reduce the quantity or weight below the amount already sold.

Deleting a Position

To remove a position from your portfolio:

1. Find the position you want to delete.
2. Click the Delete button.
3. Confirm that you want to delete the position.

Important: You can only delete a position if you have not recorded any sales (dispositions) against it. If you have sold part of the position, the delete option will not be available.

Recording a Sale (Disposition)

When you sell some or all of your metals, you should record the sale to track your profit or loss:

1. Find the position you want to sell from in your portfolio.
2. Click the Dispose button.
3. A form will appear showing your position details and available quantity/weight.
4. Fill out the disposition details:

• Quantity to Dispose — How many items you are selling (for regular positions).
• Weight to Dispose — How much weight you are selling (for pool-weight positions).
• Proceeds — The total amount you received from the sale.
• Disposition Date — The date of the sale (must be on or after your purchase date).
• Notes (Optional) — Any notes about this sale.

As you fill out the form, you will see a Profit/Loss Preview that calculates your gain or loss based on the proportional cost basis. Click Confirm Disposition to record the sale.

After recording dispositions, you can view them in the Dispositions tab of your portfolio. Each disposition shows the weight sold, your cost basis, proceeds, and profit or loss.

Exporting Your Portfolio to CSV

You can download your complete portfolio data as a spreadsheet file:

1. Go to your Portfolio Dashboard.
2. Look for the Export CSV button in the holdings section.
3. Click the button to download your data.

The exported file includes:

• All your positions with name, description, metal type, and weights
• Cost, current value, and gain/loss for each position
• Purchase dates
• A summary section with totals
• Current metal prices at the time of export

The file will be named portfolio-YYYY-MM-DD.csv with the current date and can be opened in Excel, Google Sheets, or any spreadsheet application.

Filtering Your Portfolio

To find specific positions or focus on one metal type:

Filter by Metal:

• Use the metal filter dropdown to select “All Metals” or a specific metal (Gold, Silver, Platinum, Palladium).
• Click Apply to filter your positions.

Switch Between Views:

• Click the Positions tab to see your current holdings (acquisitions).
• Click the Dispositions tab to see your recorded sales.
• Each tab shows a count badge indicating how many items are in that view.

Change Items Per Page:

• Select 10, 20, or 50 items per page from the dropdown.
• Use the Previous/Next buttons to navigate through pages.

Understanding Your Dashboard

Your dashboard provides a complete overview of your portfolio:

Summary Cards:

• Total Portfolio Value — The current market value of all your holdings.
• Total Ounces — The combined weight of all your metals in troy ounces.
• Total Invested — The total amount you paid for all positions.
• Gain/Loss — Your overall profit or loss, shown in dollars and as a percentage. Green indicates a gain, red indicates a loss.

Metal Filter Buttons:

• Click “All Metals” to see your complete portfolio.
• Click a specific metal button (Gold, Silver, etc.) to see data for just that metal.
• The summary cards and chart will update to show only the selected metal.

Performance Chart:

• The chart shows your portfolio value over time.
• Hover over the chart to see daily values.
• Use the time period dropdown to change the date range (1 week, 1 month, 1 year, etc.).

Refresh Prices:

• Click the refresh button near the top of the dashboard to update with the latest metal prices.

Example: Adding a Gold Coin

Let’s say you purchased 3 American Gold Eagle coins, each weighing 1 troy ounce, for a total of $6,150 on January 15, 2025:

1. Click Add Position
2. Position Name: “American Gold Eagles 2025”
3. Description: “Purchased from local dealer”
4. Metal Type: Gold
5. Weight: 1
6. Unit: oz
7. Quantity: 3
8. Cost: 6150
9. Purchase Date: 2025-01-15
10. Click Save Position

Example: Recording a Sale

Later, you decide to sell 1 of your 3 Gold Eagles for $2,200:

1. Find your “American Gold Eagles 2025” position
2. Click Dispose
3. Quantity to Dispose: 1
4. Proceeds: 2200
5. Disposition Date: Select today’s date
6. Notes: “Sold to local dealer”
7. Review the Profit/Loss Preview
8. Click Confirm Disposition

Your position will now show 2 remaining coins, and the disposition will appear in your Dispositions tab with the calculated profit or loss.

Example: Adding Scrap Silver (Pool Weight)

If you have 15.75 ounces of scrap silver that you paid $350 for:

1. Click Add Position
2. Position Name: “Scrap Silver Lot”
3. Description: “Mixed silverware and jewelry”
4. Metal Type: Silver
5. Check the Pool/Collateral Weight box
6. Weight: 15.75
7. Unit: oz
8. Cost: 350
9. Purchase Date: Select your purchase date
10. Click Save Position

Tips for Best Results

• Always enter your purchase cost to track your investment performance accurately.
• Use descriptive position names so you can easily identify your holdings later.
• For identical items (like coins), use the Quantity field rather than creating separate positions for each item.
• Use the Description field to note important details like dealer name, storage location, or serial numbers.
• Record dispositions promptly to keep your profit/loss calculations accurate.
• Export your portfolio regularly as a backup of your records.