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The Analytics page at a glance

A tour of the Analytics page (Pro and Premium): the four headline metrics, the portfolio-value chart, allocation by metal, cost vs current value, premium analysis, and the holdings, dealer, and size breakdowns.

The Analytics page is where Gold Silver Ledger zooms out: every chart on it answers a "how is my stack doing" question, and together they cover performance, allocation, premiums paid, and the breakdowns underneath the headline numbers.

This article walks through every panel on the page, so the first time you open your own analytics, nothing on the screen is a mystery.

Tier access

Analytics is available on Pro and Premium subscriptions. Starter accounts don't include the Analytics page.

If you're on Starter and want access, the upgrade path is Settings → Subscription. See Upgrading your subscription.

Opening the page

From the left nav, click Analytics. The page lands with a four-card row of headline metrics across the top and a series of charts and breakdowns running down the page.

Everything on the page is scoped to whatever portfolio is selected in the portfolio selector at the top-left — pick All Portfolios there to see your full stack across every portfolio.

The four headline cards

The strip across the top is your at-a-glance summary. Four cards, each one number plus a small caption.

  • Portfolio Value: The total melt / market value of everything you currently hold, valued against live spot. This is the same number that anchors your Dashboard, just shown again here for context against the rest of the page.

  • Total Cost Basis: The amount you've actually paid for everything in the portfolio. Sum of price per unit × quantity across every active inventory item, including any premium you paid over spot.

  • Unrealized Gain / Loss: Current value minus cost basis, in dollars (or your display currency). Underneath the dollar figure is the all-time percentage change. Green when you're up, red when you're down.

  • Total Premium Paid: The total dollars you've paid over spot across every purchase, with the average premium percentage underneath. Shipping is allocated into this figure, so it reflects the true "over spot" cost of building your stack.

The cards recalculate every time spot refreshes. Cost Basis and Premium Paid only change when you record new transactions — they're locked to the prices you actually paid.

Portfolio Value over time

A line chart showing the total melt / market value of the selected portfolio across time. Six time-range tabs in the top-right of the chart — 1D, 1W, 1M, 3M, 1Y, All — switch the window without affecting anything else on the page.

The line is driven by two things: the inventory you've built up over time (which moves it stepwise upward each time you record a buy) and the live spot prices applied retroactively across that inventory (which smooth the line between buys as spot drifts).

This is the chart that answers "where am I trending?" If you opened the page hoping to see whether your stack is up since you started buying, this is where the answer is.

Allocation by Value

A donut chart on the right of the Portfolio Value chart, breaking your current holdings into metals by market value. The middle of the donut shows your total weight across all metals; each ring segment is a metal, colour-coded.

Underneath the donut, a small legend lists each metal with its dollar value and percentage share of the portfolio. A heavy gold-focused stack will show a single gold ring at 100%; a more diversified one will show wedges of silver, platinum, and palladium alongside.

For the deeper read on what allocation tells you and how to interpret shifts over time, see Allocation by metal.

Cost vs Current Value

A grouped bar chart, by metal, comparing what you paid against what your holdings are worth right now. Two bars per metal — red for cost basis, green for current value — so the difference at a glance is the gap between them.

Underneath the chart, each metal lists its unrealized gain or loss in dollars and percent. Up-arrow icons next to positive numbers, down-arrow icons next to negative ones.

This is the section that tells you which metals have been kind to you and which haven't, separately rather than blended into one portfolio-wide number.

Premium Analysis

Sits to the right of Cost vs Current Value. Headline numbers at the top: the total dollars you've paid over spot and the average percentage premium over spot across your purchases. Underneath, a per-metal breakdown showing the dollars and percentage premium for each metal.

A small note at the bottom of the panel reminds you that silver coins typically carry higher percentage premiums than gold or platinum — partly because the dollar cost is so small per coin, partly because fabrication adds proportionally more to a low-spot product.

So if your silver shows a 6% premium and your gold shows a 2% premium, that pattern is expected, not a sign you overpaid on silver.

The all-time premium number is locked to your purchase records — it doesn't move with spot. The percentage moves with spot only because the denominator (the melt value at purchase) is fixed and the figure is computed at purchase time.

Holdings by Form

A table further down the page, grouping your held items by their form: Coin, Bar, Round, Junk. Each row shows item count, total weight, cost basis, current value, unrealized G/L (dollars and percent), average premium percentage, and the form's share of your portfolio.

A row of metal-filter tabs sits at the top-right of the panel — All, Gold, Silver, Platinum, Palladium. Clicking a metal narrows the breakdown to that metal's items only, so you can see, for example, how your gold splits between coins and bars without other metals confusing the picture.

This is the section that answers "do I lean coin-heavy or bar-heavy, and is that what I expected?"

By Dealer

Bottom-left of the page. A table showing your purchase spend grouped by the dealer field on your transactions, with a toggle to switch between Purchases and Sales.

Each row shows the dealer name, the number of transactions, the number of items, and the total spent (or received, on the Sales tab).

Transactions where you didn't fill in a dealer roll-up under Not Specified at the top of the list — if that row is large, it might be worth going back and tagging a few of your purchases with the dealer name so future-you has the source recorded.

This panel is most useful for spotting where your purchase volume actually concentrates, especially if you've bought from many dealers over many years and the headline picture has gotten fuzzy.

By Size

Bottom-right of the page. A breakdown of your holdings by unit weight — the per-item weight of each product. Each row shows a size (10 oz, 1 oz, 1/10 oz, and so on), the item count, the total weight at that size, the total value, and the size's percentage share of your portfolio.

A small horizontal bar next to each size visualises the share, which makes it easy to see at a glance whether you're heavily weighted toward fractionals, mid-sizes, or larger units.

This is the section that answers "if I had to grab my whole stack in a hurry, how many pieces would I be carrying?" — the answer being very different for a stack of 30 dimes vs. a single 30 oz bar, even at the same total weight.

Where to go next

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