The dashboard is the page you land on every time you sign in. Live spot prices across the top, your total portfolio value front and center, your biggest positions to the right, and the rest of the app one click away in the left nav.
This article walks through every section, so the first time you see your own numbers there, nothing on the page is a mystery.
If your dashboard is still empty, the fastest way to make this article useful is to record one purchase first — see Recording your first transaction — then come back here.
The spot price ticker
The strip across the top shows live spot prices for all four metals we track: gold, silver, platinum, and palladium. These are pulled live from COMEX and other major sources and refresh continuously, so the number you see is within seconds of the live market during trading hours.
Each tile shows the current spot price per troy ounce in your display currency. (If you've set your display currency to GBP or EUR or anything else, the conversion happens at display time — the underlying record is always USD.)
Total Portfolio Value
The big number on the left is what your stack is worth right now, valued against the current spot. Underneath it, three smaller numbers tell the story behind it:
Total Cost Basis: What you paid, in total, for everything you currently hold. This is the sum of pricePerUnit × quantity across every active inventory item, including any premium you paid above melt.
Unrealized Gains: Current value minus cost basis. Green if you're up, red if you're down. This number only covers items you still hold; realized gains from items you've sold live in the Annual Report.
Total Holdings: Your physical weight broken down by metal (e.g. 1.2113 kg gold, 12.4 kg silver). Switch between troy oz and grams in Settings → Profile.
The top number recalculates every time the spot ticker refreshes. The middle two only move when you record a transaction.
Top Holdings by Value and Top Holdings by Count
Two cards stacked on the right, both pulling from the same inventory, but answering different questions.
Top Holdings by Value: Ranks your positions by current market value. This is where the half-ounce gold coin you bought last year tends to outrank the tube of silver Eagles in pure dollar terms.
Top Holdings by Count: Ranks your positions by number of pieces. This is where the tube of silver Eagles wins. Useful when you're thinking about your collection in physical terms rather than financial ones.
Each row shows the product photo, the name, the per-unit weight, and either the total value or the total count, depending on which card it's in. Click any row to jump straight to that product's detail in your Holdings page.
The gold-to-silver ratio
Bottom-left of the dashboard. The number you see is how many ounces of silver one ounce of gold currently buys — a centuries-old number investors watch as a rough sentiment indicator. We don't editorialize on what it means; we show it because most users want it on the page.
If you don't care about the ratio, you can ignore the card entirely. It doesn't drive anything else in the app.
The left navigation
Every page in the app is one click away from the left rail. The order is the same on every screen.
Under PORTFOLIO:
Dashboard: Where you are now.
Holdings: Your full inventory, viewable as a grouped list, an item list, or a card view. Each piece you own renders with its product photo. See The Holdings page: grouped, item, and card views.
Transactions: Every buy and sell you've recorded, searchable and filterable. See How to record a purchase and How to record a sale.
Analytics: Performance charts, allocation breakdown, and historical value. See The Analytics page at a glance.
Under ACCOUNT:
Catalog: The built-in product catalog plus any custom products you've created. See The built-in catalog: what's included.
Reports: CSV exports for everyone, plus the Annual Report for Premium users. See Generating your Annual Report.
Settings: Profile, display currency, weight unit, password, and subscription. See Updating your display currency or weight unit.
The top bar
A few small but useful elements live across the top of the content area, separate from the spot ticker.
Portfolio selector (top-left of the content area): If you have more than one portfolio — household, trust, personal, whatever the split is, you switch between them here. The dashboard, Holdings, Transactions, Analytics, and Reports views all filter to whichever portfolio is currently selected.
Quick Start Guide (top-right): A short interactive checklist for new users — record your first transaction, set your currency, that sort of thing. Once you've done a few of the items, feel free to dismiss it.
Profile menu (far top-right, your avatar): Shortcut to Settings and a sign-out button. Nothing exotic.
The trial banner
While you're on a 14-day free trial, a small Free Trial Active banner sits at the bottom of the left nav, above your sign-out area. It shows the date your trial ends and a link to Manage subscription.
What's not on the dashboard (and where it lives)
A few things people occasionally look for on the dashboard that aren't there:
Per-item Detail: Lives on the Holdings page. The dashboard only shows aggregates and top movers.
Buy and Sell History: Lives on the Transactions page. The dashboard shows the resulting positions, not the underlying entries.
Performance Charts: Live on the Analytics page. The dashboard gives you the headline number; Analytics gives you the time series.
Annual Report: Lives under Reports. The dashboard is for at-a-glance, not for download.
The dashboard's job is to summarize. Anything you want to drill into is one click away in the left nav.
Where to go next
Recording your first transaction: Populate the dashboard so the numbers above mean something.
The Holdings page: grouped, item, and card views: Once you have a few entries, this is where the collection comes to life.
Setting your display currency: If USD isn't your home currency, change it before you start recording.
The Analytics page at a glance: Once you've got more than a handful of items, the charts get interesting.
The dashboard is most useful once it has data on it. The fastest way to get there is Recording your first transaction.