Gold Silver Ledger

Features related to analytics, reports, and exports

Reports, Analytics & Exports

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…

The Analytics page at a glance

How the Portfolio Value chart on the Analytics page works — buys as stepwise jumps, spot drift in between. Covers unrealized vs. realized gain terminology, where realized lives (Annual Report),…

Performance over time

How the Allocation by Value donut on the Analytics page works — what the ring segments and center weight total mean, how to read the per-metal legend, and why allocation…

Allocation by metal

Why Analytics and Dashboard normally show the same totals, the one common reason they don't (a different portfolio selected), and what doesn't cause differences despite what you might expect —…

Why your analytics may differ from your dashboard totals

How the analytics page works in Gold Silver Ledger

Analytics

How the Annual Report works on Premium: pick a year, and Gold Silver Ledger pulls that year's sales, calculates cost basis and short- vs. long-term gain/loss for each item, and…

Generating your Annual Report

Why the Annual Report has no form to fill in: it pulls every number from the buy and sell transactions you've already recorded. A column-by-column tour of where each value…

How the Annual Report autofills your data

Why the Annual Report splits gains into Short-term and Long-term buckets, how the app decides which one each sold item falls into, and what the two terms generally mean for…

Short-term vs. long-term gains explained

How Gold Silver Ledger determines cost basis when you record a sale: Specific Identification, applied automatically because every coin and bar is tracked individually. Includes a worked example of why…

How cost basis is determined (Specific Identification)

How to export your Annual Report as a PDF for tax filing, advisor handoff, or year-end archive. What appears in the generated file, how it differs from the on-screen view,…

Exporting your Annual Report as PDF

How to export your Annual Report as a CSV for spreadsheets, tax software, or accountant handoff. What columns the file contains, how the data is formatted, and when CSV is…

Exporting your Annual Report as CSV

What the 28% collectibles tax rate is, why it applies to long-term gains on physical bullion in the US, and why the Annual Report surfaces it without computing your final…

A note on the collectibles tax rate (28%)

The Annual Report stops at gain or loss, not at tax owed. What the report does and doesn't see, what a tax advisor adds on top, and when the gap…

Why you should still consult a tax advisor

The Annual Report currently uses US tax rules. What non-US users can do with the data today, what's coming for UK and Canada, and the roadmap for expanding both international…

Annual Reports for non-US users

How to generate your annual report for sold items.

Annual Report

How to export your full transaction history as a CSV. Where to find the button, what each column contains, and how rows are shaped. Available on Pro and Premium plans,…

Exporting your transactions as CSV

How to export your current holdings as a CSV: every coin and bar as its own row, with weight, purity, purchase data, and your custom annotations. Available on every plan,…

Exporting your holdings as CSV

How to export your holdings and transactions to CSV files

CSV Export

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