Documentation

Guides for setting up BullionFolio, importing statements, understanding your portfolio and performance, managing your account, and billing.

Short, practical guides to getting the most out of BullionFolio.

Getting started

Create an account, verify your email, unlock the vault, and record your first gold or silver transaction.

Read the market strip, portfolio totals, composition, liquidation estimate, and history charts.

Compare Gold, Silver, the Gold/Silver ratio, Bitcoin, and the S&P 500 over time.

Add, edit, filter, summarize, batch-edit, and export the gold and silver ledger.

Import a generic CSV or BullionVault statement, with browser-side parsing and deal-level duplicate detection.

Plan a purchase, a metal swap, or a buy-back with browser-side estimates.

Change display preferences, review account details, manage your password and recovery phrase, and contact support.

Understand the free trial, plans, payment method, cancellation, and access rules.

Fix common problems with sign-in, verification, unlocking, imports, charts, and billing.