Documentation

Portfolio dashboard

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

The dashboard is the main view of your holdings. It values your gold and silver at the latest spot price and shows how the portfolio is split by metal, weight, and value.

Market strip

The header strip appears across the app and shows:

  • The gold and silver spot price in your display currency and weight unit.
  • The move since the previous daily close.
  • A secondary conversion, such as the same price per gram or per troy ounce in USD.
  • The gold/silver ratio under Au / Ag.
  • The age of the latest update under as of.

Prices refresh about every 10 minutes while the tab is visible. A hidden tab stops polling and refreshes when you return if the data is stale.

Total value and the daily move

Total value at spot is the current value of all net gold and silver holdings. The line below it shows the change since the previous daily close in both percentage and currency terms.

If there is no earlier close to compare against, the card says No prior close to compare instead of showing a zero change.

The gold and silver rows in the same card show each metal’s value, fine weight, and share of total value.

Gold and silver cards

Each metal has a card showing:

  • Fine weight, in your preferred display unit.
  • Value at spot.
  • Share of portfolio value.
  • A progress track comparing the two metals.

Weights are net fine metal after purity. A buy or sell changes these balances immediately.

Liquidation estimate

Est. liquidation estimates what you would receive if you sold the whole portfolio after a commission.

  • Drag the slider to set a commission from 0.1% to 10%.
  • The default is 1.0%.
  • The amount below the estimate shows how much the commission removes from the spot value.
  • The chosen rate is saved in this browser, not on your account.

The estimate is a simple commission calculation. It does not model dealer spreads, taxes, shipping, or minimum fees.

Composition

The composition card splits the portfolio between gold and silver.

  • Choose Value to compare market value.
  • Choose Weight to compare fine weight.
  • The legend shows each metal’s amount and share.
  • The insight line explains when the weight split and value split differ, which is normal because gold and silver trade at very different prices per gram.

Value and weight history

The Net Worth / Holdings by Value chart tracks the portfolio’s value over time in your display currency. It follows the full history from your first transaction, using daily market prices.

The Holdings by Weight section has separate gold and silver charts. Use All, YTD, or a specific year to change the range. The current weight appears above each chart.

Value and weight can move in different directions. A metal price change affects value but not weight; a purchase or sale affects both.

Private eye

The eye button in the sidebar toggles Hide values and Show values.

When enabled, the main content area is blurred and cannot be interacted with until you turn it back off. It is a screen-privacy aid, not a saved account preference, and it clears when the page is reloaded.

Empty portfolio

With no transactions, the dashboard shows an empty-state banner with a button to add your first transaction. Once the first transaction is saved, the cards and charts populate from it.

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