The Holdings page has three views, and they're all looking at the same underlying ledger. None is the "real" view. They're three different lenses on the same data, each suited to a different question.
This article walks through what each one shows, the controls only some of them carry, and which view to reach for when.
For the foundational concepts about item-level inventory and what each item tracks, see How holdings work in Gold Silver Ledger first. This article assumes you've got that base.
Switching between views
Three icons sit in the top-right corner of the Holdings page, just above the filter row. Left to right: Group, Item, Card. Click one and the page reflows to the new view without losing anything underneath:
Your tab stays selected: If you were on Sold, you're still on Sold after the switch.
Your filters stay applied: Metal, form, weight range, and date range carry over.
Your search query stays active: If you've typed "vault A" into the search field, you keep that filter in the new view.
This is deliberate. The point of having three views is to ask a different question of the same filtered set, not to start over each time.
If your gain-and-loss column looks dramatic in card view, switch to group view to see whether the dramatic numbers are concentrated in one metal — same filter, different lens.
The group view
This is the default when you open the page. The grouping is metal at the top, product underneath, and individual items at the deepest level. Three layers, two clicks to expand to get all the way down.
The metal row
The outermost row, one per metal you hold. It shows:
Metal name (Gold, Silver, Platinum, Palladium) with a colored dot.
Item count: How many individual pieces you hold in this metal.
Total weight: Summed across every item, in troy ounces.
Current Value: Every piece marked against live spot.
Gain / Loss: Current value minus total cost, in dollars and percent.
Click the expand arrow on the right to open it. Metal rows are collapsible independently, so you can have Gold open and Silver collapsed if you're only looking at one.
The product row
Inside a metal, you get one row per product you hold. Columns:
Product (with thumbnail).
Form: Coin, Bar, Round, or Junk.
Items: The count of individual pieces for this product.
Total Oz: Summed weight across all units of this product.
Total Cost: What you paid, summed across all units.
Current Value and Gain / Loss: same logic as the metal row, scoped to this product.
Click expand to drop into the individual items.
The item row
The deepest level. One row per physical piece, numbered sequentially (#1, #2, #3…) within the product. Columns:
# with the item's nickname underneath if you've set one, and a small chip for the reference / date annotation labels.
Purchased: The date of the buy transaction that created this item.
Weight: The piece's troy-ounce weight.
Purchase Price: The per-piece dollar amount you paid, with the premium-over-spot percentage underneath.
Current Value and Gain / Loss: Live, per piece.
Status: A "Held" badge (or "Sold" on the Sold tab).
Click the expand arrow on the item row to open the per-item detail strip, which adds:
Purity (e.g. 99.9% fine).
Fine Weight: The explicit pure-metal content.
Premium Paid: In dollars and as a percent over spot.
Shipping: The per-item allocated portion of any shipping you recorded on the buy.
Days Held: Counts up from the purchase date for held items, freezes at the sale date for sold ones.
Edit Labels: Button at the right edge opens the modal for nickname, reference, and date annotation.
When the group view is the right view
Reach for it when the question is shape-of-the-stack. "How am I allocated across metals?" "Which product am I most concentrated in?" "How much silver do I have in junk versus coins versus bars?"
The three-layer drill is purpose-built for moving from totals to specifics and back without losing your place.
The item view
Same data, no metal grouping, flat and sortable. One row per product across your whole ledger, with the metal as a column pill rather than as the outermost group.
The product row (top level)
Columns from left to right:
Product (with thumbnail and item count below the name).
Metal as a colored pill.
Form as a pill.
Weight: Total ounces of this product.
Purchased: The date range across your holdings of this product (e.g. "Apr 12, 2026 – May 10, 2026"). The column is sortable, and the small arrow next to the header shows the current sort direction.
Cost / Premium: Total cost across all units, with the average premium underneath.
Value: Current value.
Gain / Loss: In dollars and percent.
Status: "N Held" badge counting the held units of this product.
Click any column header to sort by it. The sort persists when you expand rows.
The expanded item rows
Expand a product row and the individual items appear inline, with the same numbering and per-piece details as the group view. An Edit Labels button sits at the right of each item row.
The Dense toggle
The bottom of the item view adds a control no other view has: a Dense toggle. Flip it on and row height compresses, fitting more products on a screen without scroll. It's a personal-preference setting. Flip it back off if you'd rather have breathing room.
Pagination
A Rows per page selector and prev/next controls sit at the bottom-right. The pagination operates on the product list — if you have 25 distinct products and Rows per page is set to 5, you'll see 5 of 8 (count counts your blank-page-rounded total) and can page through the rest. Expanded items don't break across pages; the product row and its items stay together.
This is the only view that paginates. Group view fits everything on one scrollable page; card view does too.
When the item view is the right view
Reach for it when the question is rank-products-across-the-portfolio. "Which product has the highest average premium over spot?" "What did I buy first?" "Which product is sitting on the biggest unrealized gain?"
Sortable columns and a flat list make those questions a one-click answer rather than a click-expand-scan dance.
The card view
Items as a grid. No grouping, no drill-down, no expand — what's on the card is what's there.
Anatomy of a card
Each card represents one physical piece. From top to bottom:
Product thumbnail in the top-left corner.
Product name to its right, with the Status badge (Held or Sold) and a small pencil icon for editing labels.
Metal and Form pills underneath.
Weight and Purchased date in the next row.
Cost and Premium percentage.
A separator, then Current Value (or Sold Price on the Sold tab) with the Gain / Loss number alongside.
Nicknames, references, and date annotations don't all surface on the card itself by default — they're accessed by clicking the pencil icon, which opens the Edit Labels modal.
The pencil icon
This is the card-view shortcut to the Edit Labels modal. It works the same way as the button on the expanded rows in the other views. Click it, set a nickname or a reference or a date annotation, save.
When the card view is the right view
Reach for it when you're identifying a piece by sight, or when you want a wall-of-bullion feel rather than a spreadsheet. The thumbnail does work that a row of numbers can't — flipping through a card grid and recognizing the coin you're thinking of is faster than reading product names line by line.
It's also the friendliest view to show someone over your shoulder. Spreadsheets feel like accounting; cards feel like a collection.
Picking the right view for the question
A short cheat sheet:
"What's my allocation across metals?" → Group view, metal level.
"How much of product X do I own?" → Group view, product level, or item view sorted by item count.
"Where is the gain concentrated?" → Group view by metal, then by product to drill in.
"What did I buy first / most recently?" → Item view, sort the Purchased column.
"Which product carries the highest premium over spot?" → Item view, sort the Cost / Premium column.
"I'm looking for a specific piece by sight." → Card view.
"I want to scan nicknames quickly." → Card view for the visual hit, or group view at the item level if you want the surrounding numbers.
None of these is wrong. They're just shortcuts to whichever view answers your question with the fewest clicks.
What stays the same across all three views
A few controls are universal, regardless of which view you're in:
Held / Sold / All tabs at the top of the page.
Metal, Form, weight-range, and date-range filters.
Search field — matches across product names, nicknames, and references.
Export CSV and + Record Purchase buttons in the page header.
The portfolio selector at the top of the app scopes the entire page to one portfolio or to all portfolios at once.
Changing views never changes any of those. You can park your filters once at the start of a session and switch views freely.
Where to go next
How holdings work in Gold Silver Ledger: The foundation article if you haven't read it yet — item-level inventory, per-item fields, and the three labels.
Filtering and sorting your holdings: The longer version of the filter row and the item-view column sorts.
Adding a nickname to a specific item: The most common label and where it surfaces in each view.
Adding a user reference: The reference field, the search hook, and a few usage patterns.
Adding a date annotation (mint year): The third label and what it's for.