Analytics & Reporting

The full picture of your precious metals portfolio

Performance analytics built for physical bullion. Portfolio value over time, allocation, premium analysis with shipping, breakdowns by form, dealer, and size, plus Specific ID capital gains reports on Premium.

 

The Analytics Dashboard within Gold Silver Ledger.

Analytics made for physical metals.

Eight purpose-built dashboards that answer the questions investors ask most. No pivot tables, no VLOOKUPs, no manual updates.

 

Portfolio value

Total melt and market value over time. 1D, 1W, 1M, 3M, 1Y, or All.

Line chart in the Gold Silver Ledger web app, showing portfolio value over time.

Allocation by value

Live share of gold, silver, platinum, and palladium with weight and percentage.

Gold Silver Ledger web application showing the allocation by value donut chart.

Cost vs current value

Per-metal bar chart showing where your unrealized gains sit.

Premium analysis

Amount paid above melt at purchase, including shipping. Per-metal breakdown.

Gold Silver Ledger web app, showing the premium analytics.

Holdings by form

Coins, bars, rounds, and junk silver with items, weight, cost basis, value, and gain.

Gold Silver Ledger web application, showing the holdings by form card.

By size

Holdings grouped by unit weight, from 1 gram up to 10 oz and beyond.

The metrics that matter.

Each chart is designed around a question we’ve heard from investors over and over.

Gold Silver Ledger web app, showing the premium analytics.

Am I paying too much in premiums?

Premium Analysis shows exactly how much you have paid over melt value at the time of purchase, with shipping included in the calculation. Total dollars, average percent, and a per-metal breakdown so you can see where your money is going.

Which dealers am I spending the most with?

The By Dealer view rolls up every purchase by dealer or source, so you can see who you buy from most and how much you have spent. Toggle to Sales to see who you have sold through. Useful for comparing premium across vendors and tracking which relationships are most active.

Gold Silver Ledger web application, showing the holdings by form card.

How is my portfolio actually composed?

Holdings by Form breaks your collection into coins, bars, rounds, and junk silver, with items, weight, cost basis, current value, unrealized gain, and percentage of portfolio for each. Filter to a single metal to see the same breakdown for gold, silver, platinum, or palladium on its own.

Tax reports without the spreadsheet panic.

Capital gains and losses from your physical bullion sales, calculated by tax year and ready to hand to your accountant. Available on the Premium plan. US-first at launch, with UK and Canadian support on the roadmap.

 

Gold Silver Ledger annual report showing proceeds, cost basis, holding periods, and gains or losses.

Built on Specific ID cost basis

Specific Identification is the most tax-advantageous cost basis method for physical bullion. Because every coin and bar is its own record, the app knows exactly which items you sold and uses that to calculate gains. No averaging, no assumptions, just the actual numbers from your inventory.

Short-term vs long-term, automatically

The app tracks the purchase date on every single item, so gains are classified as short-term (held less than 1 year, taxed as ordinary income in the US) or long-term (held 1 year or more, taxed at the applicable capital gains rate) without you having to flag anything.

The Annual Report in Gold Silver Ledger, showing short term and long term gains calculation.

Export when you need it.

Your data is yours. Export holdings, transactions, or a finished tax report in seconds, in the format your accountant prefers.

 

CSV

Spreadsheet-ready CSV

Export full holdings, transactions, or a tax report. One row per item, all fields included. Drop it straight into Excel or Google Sheets.

PDF

Formatted PDF report

A clean, printable capital gains summary for any tax year, ready to send to your accountant without any further formatting.

Know exactly where you stand

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