Gold Silver Ledger

Welcome to Gold Silver Ledger

Walk through signup: pick a plan, create your login, verify your email, and add a payment method via Stripe. Monthly plans include a 14-day trial; annual plans bill at signup.

Creating your account

What the 14-day free trial includes, when day-15 billing starts, and how to switch plans or cancel before you're charged. Trials apply to monthly billing only, not annual.

Starting your 14-day free trial

A walkthrough of the Gold Silver Ledger dashboard. The spot price ticker, total portfolio value, Top Holdings cards, gold-to-silver ratio, left navigation, and trial banner. Use this to find your…

A tour of your dashboard

How to record your first physical bullion purchase. A walkthrough of the Record Purchase form: portfolio, dealer, product, quantity, premium per unit, and spot price, plus adding multiple items in…

Recording your first transaction

How to change the display currency in Gold Silver Ledger. Set it from Settings → Profile → Display Currency. Pick from 15 supported currencies. Values are stored in USD and…

Setting your display currency

How to change the weight unit shown across Gold Silver Ledger. Set it from Settings → Profile → Weight Unit. Pick troy ounces, grams, or kilograms. Weights are stored in…

Setting your weight unit

A short checklist for what to do after onboarding in Gold Silver Ledger: record more transactions, try the Holdings views, explore Analytics, label specific pieces, set up custom products, and…

What to do next

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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