Gold Silver Ledger

What portfolios are in Gold Silver Ledger, why you might want more than one (personal vs. household vs. trust), how the global selector filters Dashboard, Holdings, and Analytics, and where…

What a portfolio is

How to add a new portfolio in Gold Silver Ledger — from the top-nav selector or Settings → Portfolios. Covers the per-tier limits (Starter 1, Pro 3, Premium 10), the…

Creating a new portfolio

How to switch between portfolios using the global selector at the top of the app. Covers what the selection persists across, which pages it filters (Dashboard, Holdings, Analytics), and the…

Switching between portfolios

How to rename any portfolio in Gold Silver Ledger from Settings → Portfolios, including the default. The rename updates the name everywhere — selector, transaction labels, exports — without touching…

Renaming a portfolio

How to delete a portfolio in Gold Silver Ledger from Settings → Portfolios. Covers what happens to its contents (they move to your default), why the default itself can't be…

Deleting a portfolio

The portfolio cap on each subscription tier in Gold Silver Ledger — Starter (1), Pro (3), Premium (10) — what counts toward the cap, what happens when you hit it,…

Portfolio limits explained

Portfolios

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