Total Portfolio Value
$287,450
+12.5% YTD
YTD Gains/Losses
+$32,150
Performance
Largest Position
Gold Eagles
42% of Portfolio
30-Day Volatility
4.2%
Moderate
Your Holdings
Coin Name Quantity Avg Cost Current Price Current Value Gain/Loss 30-Day Change
AU
American Gold Eagles
 25 oz$2,220$2,342.50$58,562.50 +$3,050 (+5.2%) +3.1%
AG
Silver Bars
 500 oz$25.80$28.75$14,375 +$1,475 (+11.4%) +2.8%
PT
Platinum Bars
 48 oz$980$1,025.00$49,200 +$2,160 (+4.6%) +6.2%
PD
Palladium Coins
 32 oz$890$925.00$29,600 +$1,120 (+3.9%) +2.1%
OTH
Canadian Maple Leaf
 18 oz$2,360$2,555$45,990 +$3,510 (+8.3%) +8.5%
MIX
Mixed Rare Coins
 Varies$1,800$2,145$34,320 +$6,195 (+22.1%) -1.2%
TOTAL PORTFOLIO $287,450 +$17,510 (+6.5%) +12.5% YTD
Portfolio Performance (12 Months)
Asset Allocation Breakdown
Live Metal Prices
AU
Gold
USD/oz
$2,342.50
+1.8%
AG
Silver
USD/oz
$28.75
+0.5%
PT
Platinum
USD/oz
$1,025.00
-0.3%
PD
Palladium
USD/oz
$925.00
+2.1%
Portfolio Health
72/100
Overall Score
✓ Well Diversified
Market Sentiment
Gold Outlook
Silver Momentum
USD Strength
Economic Risk
Recent Transactions
Purchased Gold Eagles
March 28, 2026 • 5 oz
-$11,712.50
Sold Silver Bars
March 25, 2026 • 50 oz
+$1,437.50
Purchased Platinum
March 20, 2026 • 3 oz
-$3,075.00
Dividend Credit (Holdings)
March 15, 2026 • Monthly
+$145.67
Top Performers & Alerts
🏆 Top Performers
Canadian Maple Leaf
+8.5% (30-day)
+$2,142
Platinum Bars
+6.2% (30-day)
+$1,863
⚠ Active Alerts
Gold Price Alert
Target: $2,500 (current $2,342)
$158
Rebalance Alert
Diversify into Silver
Soon

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