Switching between portfolios is a one-click affair: open the selector at the top-left of the app, pick the one you want, done. The page you're on refreshes against the new selection, and the numbers update in place.
The selector is the same on every page and stays put when you move around — so once you've picked a portfolio, you stay in it until you actively switch again.
This article is the deep dive on the selector itself: where it is, what it controls, what it doesn't, and the All Portfolios mode for looking at everything at once.
The portfolio selector
The selector sits at the top-left of the content area on every page in the app — right above the page title. It always shows the name of the portfolio you're currently viewing (or All Portfolios, if that's what's selected).
Click it to drop the full list of your portfolios, plus the All Portfolios entry and a + New Portfolio shortcut at the bottom.
To switch, just click the portfolio you want. The dropdown closes, the page reloads against your new selection, and the name in the selector updates to match. There's no "save" step.
If you only have one portfolio so far, the selector still appears — it just shows that one portfolio and the + New Portfolio option.
Once you're on Pro or Premium and have added more, the menu gets more interesting.
See Creating a new portfolio for the create flow.
What changes when you switch
Three pages re-render their numbers based on the selected portfolio:
Dashboard: Total portfolio value, cost basis, unrealized gains, top holdings, allocation, gold-to-silver ratio. Everything that summarizes "your stack" is filtered to the selection.
Holdings: Only the inventory items inside the selected portfolio appear. The grouped, item, and card views all respect the filter.
Analytics: The performance charts, allocation breakdown, and historical value series all scope to the selection.
Three other surfaces don't respond to the selector at all:
Transactions: Shows every buy and sell across every portfolio, with each row labelled with its portfolio so you can tell them apart. This is deliberate; it's the one place to scroll through your full ledger in one list.
Catalog: The built-in products and your custom products are account-wide. They're available to every portfolio.
Reports and Settings: Neither is tied to a single portfolio. CSV exports cover whatever the underlying data is, and Settings is account-level by definition.
The short version: anywhere the numbers describe "what you own" or "how it's doing," the selector filters them. Anywhere the data is a single source of truth across your whole account, it doesn't.
The All Portfolios view
At the top of the selector menu is an All Portfolios option. Pick it, and the three portfolio-scoped pages — Dashboard, Holdings, Analytics — roll up every portfolio into a single combined view.
A few things this is useful for:
The total picture. Your full stack value across every portfolio, on one Dashboard.
Sweeping the inventory. Every coin and bar you own, regardless of which portfolio it lives in, in one Holdings page. The grouped view still rolls up by metal and product, so the totals make sense.
Comparing performance. The Analytics charts treat all portfolios as one position, which is the right answer when you want the headline number rather than a per-portfolio breakdown.
The selector still says All Portfolios until you switch back to a specific one. There's no separate "exit" — picking any single portfolio from the menu drops you back into single-portfolio mode.
One thing to know: while you're in All Portfolios, the + Record Purchase button still works, but the buy form will ask you to pick which portfolio the new transaction belongs to before saving. A single transaction can't live in two portfolios at once.
How the selection sticks
The selector persists in two ways that matter:
Across pages. Pick "Household" on Holdings, click over to Analytics, and you're still in "Household." Click to Dashboard, same thing. The selection follows you around until you change it.
Across sessions. Sign out, sign back in, and the selector is right where you left it. Your last selection is remembered between visits, so there's no need to re-pick every time.
The only time the selection changes on its own is if the portfolio you had selected is deleted.
Where to go next
What a portfolio is: The conceptual intro, if you haven't read it yet.
Creating a new portfolio: Adding another one from the selector or from Settings.
Renaming a portfolio: The name you see in the selector is the name set in Settings → Portfolios.
Deleting a portfolio: What happens to the contents, and what the selector does next.
Portfolio limits explained: The per-tier caps and how to upgrade.