Precious Metals Portfolio
Record each purchase once — what you bought, how much of it, what you paid and what spot was that day — and everything else follows: your true cost per ounce, the premium you paid over spot, what the stack is worth now, and how it is split between metals by value and by weight. Enter quantities in grams or troy ounces; both are shown either way.
Positions
Loading reference prices…
| Metal | Grams | Troy oz | Avg / oz | Premium paid | Cost | Current / oz | Market value | Unrealized | Realized | % gain | % of value | % of oz | Sale spread % | Sale estimate |
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Current / oz and sale spread are the only figures you type here — a positive spread is the premium a buyer pays you, a negative one is a dealer's buyback discount. Everything else comes from the purchase ledger.
Split by value
Share of the portfolio in dollars
Split by weight
Share of the portfolio in troy ounces
Profit by metal
Percent gain on cost
Purchase ledger
One row per lot, so you can see how the position was built up over time. Selling records an entry against the lot rather than editing it, so a partial sale leaves the original purchase intact and the remainder still held.
| Item | Metal | Date | Quantity | Unit | Total paid | Spot then / oz | Vendor | Stored at | Grams | Troy oz | Avg / oz | Premium / oz | Still held | Sell | Remove |
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Sold history
Sold lots stay here rather than disappearing. Every sale detail is editable, so a mistyped price or fee can be corrected and the realized figure recomputes from it. Sales are priced at the moment they happened and are never repriced from today's spot. Removing a sale returns the metal to your open holdings.
| Item | Sold | Quantity | Unit | Price | Price basis | Fees | Tax | Notes | Proceeds | Cost basis | Realized | Undo sale |
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Storage locations
Open holdings grouped by where they are kept.
