Enter transactions

Transactions are the heart of your portfolio. Here you can find out how to record purchases and sales correctly.

Create new transaction

Step 1: Open form

There are several ways:

  • Click on „+ Transaction“ top right
  • Or go to Activities → New transaction

Step 2: Fill in the fields

Field Description Mandatory
Transaction type Purchase or sale ✅
Date When did the transaction take place? ✅
Metal Gold, silver, platinum or palladium ✅
Weight Quantity with unit (g, oz, kg) ✅
Price per unit Purchase price per gram/ounce —
Total price Alternatively: Enter total amount —
Product Select from product catalog —
Storage location Where is it stored? —
Notes Free text for comments —

Step 3: Save

Click on „Save“. The transaction is stored in encrypted form and your portfolio is updated immediately.

Weight units

Unit Abbreviation Conversion
gram g Base unit
Troy ounce oz 1 oz = 31.1035 g
Kilogram kg 1 kg = 1,000 g
💡 Tip:
For coins, the troy ounce (oz) usual. A Krugerrand or Maple Leaf weighs exactly 1 oz = 31.1035 g of fine gold.

Enter price

You have two options:

Option A: Price per unit

Enter the price per gram or ounce. The total price will be calculated automatically.

Example: 1 oz gold at €1,850/oz → Total price: €1,850

Option B: Total price

Enter the total amount. The price per unit is calculated automatically.

Example: 100g silver for € 85 → Price/g: € 0.85

⚠️ Important for performance tracking:
No profit/loss can be calculated without a price. Therefore, always enter the purchase price!

Edit transaction

  1. Go to Activities
  2. Find the transaction in the list
  3. Click on the Edit symbol (✏️)
  4. Change the desired fields
  5. Click on „Save“

Delete transaction

  1. Go to Activities
  2. Find the transaction in the list
  3. Click on the Delete symbol (🗑️)
  4. Confirm the deletion
⚠️ Attention:
Deleted transactions cannot be restored. Make regular backups!

Best Practices

  • ✅ Always enter the price - Otherwise no performance calculation
  • ✅ Select product - Facilitates resale tracking
  • ✅ Specify storage location - Important for insurance companies
  • ✅ Use notes - Dealer, invoice number, certificates
  • ✅ Correct date - Important for speculation period