Every coin and every bar in your ledger is its own record. Buy ten American Silver Eagles in a single order, and Gold Silver Ledger creates ten separate inventory items — not one row of "10 Silver Eagles."
This article is the foundation for everything else in the Holdings collection: it covers why the app is built that way, what each item carries, and how to navigate the three views, the three tabs, and the search and filter controls that sit on top of all of them.
Why every piece is its own record
Item-level inventory exists because precious metals are physical objects. The 1965 Silver Quarter sitting in your safe deposit box is a different object from the one you bought at a coin show last spring, even if they're the same product.
They have different histories, different storage locations, and potentially different cost bases. If you eventually sell one, you should be able to point at which one, not just "a quarter."
That's the model the app is built on. A few practical consequences flow from it:
Cost basis is unambiguous. Each item carries the exact price you paid for that exact piece, locked in when you recorded the buy.
Sales reference specific items. If you sell, you pick which units leave the ledger, and the realized gain or loss is calculated against those specific items.
Labels attach to the piece, not the product. A nickname on "the Krugerrand my grandfather gave me" stays with that one coin, regardless of how many other Krugerrands you own.
Quantity-based aggregation is a view, not a structure. The grouped view in the screenshots below totals items up by product for readability, but underneath there's still one record per piece.
What each item tracks
Every inventory item carries the same set of facts. Some are inherited from the catalog product it's tied to, some are locked in at purchase, and some recalculate live as spot prices move.
Product: The catalog entry the item is linked to — a built-in product like American Gold Eagle 1 oz, or one of your custom products.
Metal and Form: Gold / Silver / Platinum / Palladium, and Coin / Bar / Round / Junk.
Weight: The explicit pure-metal content of the item.
Purity: the fineness of the metal, expressed as a percentage (99.9% fine, 91.67% fine, and so on).
Purchase price: The per-unit dollar amount you paid for this exact piece.
Premium paid: The per-unit dollars you paid over spot, plus the same number framed as a percentage over spot.
Shipping allocated: Any shipping and handling from the buy transaction, distributed across line items in proportion to their cost.
Current value: The live mark of the item against the current spot price, refreshed continuously.
Gain / loss: Current value minus purchase price, shown in both dollars and percent.
Days held: How long you've owned the piece. Counts up from the purchase date for held items and freezes at the sale date for sold ones.
Status: Held or Sold.
The three labels you can add
Beyond the product-level facts, each item carries three optional free-text labels. They're all editable through the Edit Labels button on an expanded item row in any view.
Nickname: A personal tag for the piece — "Grandma's Eagle," "Birthday coin," "Wedding silver." Shows up underneath the item number in the drill-down rows and as the secondary text on the card view.
Reference: A free-text identifier — a serial number, a storage location code, a personal SKU. The field hint is "e.g. serial number, storage location, or your own SKU."
Date annotation: A free-text date label that isn't the purchase date. Mint year is the most common use ("2008," "1924"), but it can be any date that matters to you about the piece itself.
The labels live with the item record, so they survive across views, exports, and (importantly) searches — the Holdings search bar matches on labels in addition to product names.
Opening the Holdings page
From the left nav, click Holdings. The URL is /dashboard/holdings if you want to bookmark it. The page shows every inventory item in the portfolio you've selected at the top of the app — or every item across every portfolio, if All Portfolios is selected.
The page header has two buttons that travel with it across every view: Export CSV, which exports the current tab to a spreadsheet, and + Record Purchase, which jumps you straight to the buy form.
There's no inline editor — the Holdings page is a viewer for what's in your ledger, not an editor of the underlying transactions.
The three views
The three icons in the top-right corner of the page switch between views without changing your tab, filters, or search. Pick the one that fits the question you're asking.
Group view (the default)
Two levels of grouping. The page opens collapsed at the metal level, with one row per metal showing item count, total ounces, current value, and gain/loss.
Expand a metal and you see a row per product within it — three American Gold Eagles, 34 American Gold Buffalos, two Custom Gold Bars, and so on — with the same totals rolled up at the product level.
Expand a product and you reach the individual items. Each one is numbered (#1, #2, #3 across all items of that product) and shows the purchase date, the weight, the per-piece purchase price, the current value, the gain or loss, and a "Held" status badge.
Click the expand arrow on any item to reveal the per-item detail strip and the Edit Labels button.
This is the right view when you want to see the bullion-stack shape of your portfolio at a glance — how much gold versus silver, where the gain is concentrated, which products you own a lot of versus a little of.
Item view (the flat product list)
Same data, no metal grouping. One row per product, sortable on every column. Each row shows the product, metal, form, total weight, the date range of your holdings of that product, the cost (with average premium), the current value, the gain or loss, and a "N Held" status badge.
Expand a product row and you see the individual items inline, with Edit Labels at the right of each one.
The bottom of the page adds two controls that aren't in the other views: a Dense toggle for a more compact row height, and a Rows per page selector that drives pagination across the product list.
This is the right view when you're scanning across products without caring about metal breakdown — looking for the highest-premium-per-unit product, or the oldest holdings by purchase date.
Card view (the visual grid)
A grid of cards, one per item. Each card shows the product thumbnail, the product name, the status badge, the metal and form pills, the weight, the purchase date, the cost, the premium percentage, and the current value with gain or loss.
There's no expand or drill-down — what you see on the card is what you get. The pencil icon on each card opens the same Edit Labels modal as the other views.
This is the right view when you're identifying a piece by sight or hunting for one specific item — the thumbnail is more useful than a row of numbers, and the card layout makes nicknames and labels easier to scan.
Held, Sold, and All
Three tabs run across the top of the page, just above the filters. They drive what's shown in every view.
Held lists items you still own. This is the default and where the live current-value and gain/loss numbers live.
Sold lists items you've disposed of. The columns shift to match: Current Value becomes Sold Price, and Gain / Loss becomes Realized G/L — the dollar and percentage difference between what the item sold for and what it originally cost. Days held freezes at the sale date.
All combines both, with a Status column to tell them apart.
The card view shifts the same way: a sold card shows a "Sold" badge in place of "Held" and surfaces the Sold Price and Realized G/L instead of current value.
Realized numbers on the Sold tab are frozen at the moment of sale. They don't move with spot, because the disposal is done — the result of the sale is whatever it was on the day. Held numbers, by contrast, recalculate continuously.
Filters and search
A row of filter dropdowns and a search field sit between the tabs and the table. They apply to whichever tab and view you're currently in.
Metal: Gold / Silver / Platinum / Palladium.
Form: Coin / Bar / Round / Junk.
Min weight (oz) and Max weight (oz): a numeric range, applied per item.
Purchased from and Purchased to: a date range, applied to the original purchase date.
Search: matches across product names, nicknames, and references. Type "vault A" and you'll see every item you've labeled with that reference, regardless of metal or product.
Filters stack — pick Silver, then Form Coin, then a min weight of 1 oz, and you've narrowed the table to silver coins of one troy ounce or more. Clear a filter by reopening it and selecting the blank option, or by reloading the page.
What the Holdings page does not do
A few small clarifications, since they come up:
You don't edit transactions from here. A correction to purchase price, premium, or date happens on the Transactions page. See Editing a transaction after the fact.
You don't sell items from here. The Record Sale flow lives under Transactions → Record Sale, where you pick the specific items you want to sell from your held inventory. See How to record a sale.
Labels are the only thing you can change in place. Everything else — the cost, the dates, the product — is a function of the transaction that created the item.
Where to go next
The Holdings page: grouped, item, and card views: The per-view deep dive, with more on when each one is most useful.
Filtering and sorting your holdings: The longer version of the filter row.
Adding a nickname to a specific item: The most common label and how it shows up in each view.
Adding a user reference (serial number, storage location): Using the reference field as a free-text index.
Adding a date annotation (mint year): The third label, and what it's most often used for.
Understanding melt value: The per-item current-value calculation in plain English.
How junk silver melt value is calculated: The multiplier-based formula for pre-1965 US coinage.