Mock dashboard · visual preview
Advanced Portfolio Analytics
Real-time insights and performance metrics for your precious metals portfolio.
Total portfolio value
$287,450
+12.5% YTD
YTD gains
+$32,150
Performance through today
Largest position
Gold Eagles
42% of portfolio
30-day volatility
4.2%
Moderate
Portfolio performance — 12 months
Demo data
Allocation
-
Gold Eagles 42%
-
Silver Eagles 23%
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Pre-1933 US Gold 18%
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Sovereigns 11%
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Other 6%
Top holdings
View all| Coin | Qty | Cost basis | FMV | Gain |
|---|---|---|---|---|
| American Gold Eagle 1 oz | 24 | $2,150 | $2,485 | +15.6% |
| American Silver Eagle 1 oz | 380 | $28 | $32 | +14.3% |
| $20 Saint-Gaudens (1907-32) | 3 | $2,400 | $2,650 | +10.4% |
| Canadian Maple Leaf 1 oz | 12 | $2,200 | $2,415 | +9.8% |
| British Sovereign | 8 | $520 | $575 | +10.6% |
Recent alerts
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Gold spot crossed $2,400/oz
Today, 09:43 ET · alert threshold $2,395
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Profit goal reached — Gold Eagles +15%
Yesterday, 14:11 ET
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Quarterly IRA report ready to download
2 days ago · Q2 2026 statement
All numbers shown are mock data — the production dashboard with live valuation polling, real portfolio CRUD, and authenticated state ships with the member-area workstream.