We take pride and honor in being the first revolutionary and innovative bullion dealer in the market. Understanding and solving customer problems is what we do effectively!
Portfolio management as a bullion investor is crucial and necessary. Thus, to solve this problem, we have brought you our new Portfolio feature that helps you build, manage, and track your investments effortlessly.
Let’s get you acquainted with the features of the portfolio and how you can benefit from them!
Note: This Portfolio is for informational use only and does not provide financial, investment, legal, or tax advice. BOLD Precious Metals is not a registered advisor or broker.
Surely, investing doesn’t just require money; it also requires being updated with the market while tracking the value of your investment. When you get a platform to add all your precious metals holdings while tracking the P&L and market fluctuations; everything seems to line up effortlessly!
Here are some other reasons for Why your precious metals portfolio needs to be managed:
A portfolio is a place where you can add the bullion you hold, check its value, track the market, and check your P&L.
If you are a new BOLD customer, the portfolio will still benefit you! You can get a head start on your investment journey.
Here’s how:
Steps to follow to get started:
1) Login/Register as a new user or click on “Manage Portfolio” to log in/register.
2) Add gold and silver bullion by clicking on “Add new holdings.”
3) Select the dealer you have purchased from (or are going to purchase from) - either “BOLD Precious Metals” OR “Not Purchased from BOLD.”
4) Enter the Product name and select your product from the drop-down list.
5) Enter the purchase metal value, quantity, and date of purchase.
6) Select “Save and Close” to add your asset to your holding.
You can enjoy various benefits if your bullion is purchased from us! You can directly list the bullion bought from us. With this, you can also:
To enjoy these above benefits, follow these steps:
1) Click on “Add new holdings” to add bullion.
2) Click on “Buy” to add more quantities of the product.
3) Click on “Sell” to Sell to Us.
4) Click on “More” to Exit or Remove the assets.
You can Win Free 1 oz of Silver with our Guess the Spot Game! Click here and put your predictions in!
Even if your bullion is not purchased from BOLD, you can still add the product to your portfolio. Additionally, you can also sell your bullion to us from our Sell To Us page; however, the product should be listed on the website.
Here’s how you can use the portfolio if your bullion is not purchased from us:
Steps to Follow:
1) Click on “Add new holdings” to update your portfolio.
2) In the dialog box, select “Not Purchased From BOLD,” to add your assets.
3) Enter the name of the dealer that you have purchased from.
4) Enter the product name and select the product from the dropdown list.
5) Select the quantity and the purchase metal value.
6) Enter the Ounce per unit and the date of purchase.
7) Select “Save and close” or “Save & Add More” to add more products.
In case your product isn’t listed, here’s what you need to do!
For bullion that is not purchased from BOLD and not listed in the suggestions list, you can add the details of the product and add to your holdings.
Here are some things you need to keep in mind:
Let’s make things more transparent: remove ≠ exit.
Here’s how they differ:
Steps to Follow:
1) To remove or exit from your holdings, click on “More.”
2) Select “Exit” to exit with a specific quantity.
3) Select “Remove” to remove the asset completely from your total holdings.
The Assets Allocation and Valuation tab on the portfolio is divided into four cards. Each one carries data that helps you make better investment decisions.
Please Note: All values are calculated based on the Spot prices. Hence, premiums or shipping charges are excluded.
Total Profit and Loss
The total P&L is calculated by considering all your assets (silver and gold). It is the net gain (positive value) or loss (negative value) from your bullion investments.
It is calculated as the difference between the current value and metal purchase cost.
Day Profit and Loss
The Day P&L, as the moniker, is the value change in the last 24 hours. It shows the net daily gain (positive value) or loss (negative value) from your bullion investments.
Total Assets
Current value: This is the current value of total holdings based on the spot prices.
Purchase Metal Value: This is the spot price of the metals at the time of your purchase.
Current Value: The current value of your silver holdings is displayed here.
Purchase value: Understand this with an example: the spot for silver on January 20, 2025 was $30.6 and you have 2 quantities of a certain product. Hence, the purchase metal value would be $61.2.
P&L: This will display the profit and loss statement of your silver holdings since your date of purchase.
Current Value: The current price of all your gold holdings will be displayed here.
Purchase value: This is the purchase value of the bullion, it will only include the spot price of the metal. Meaning, the calculation is: gold spot price at purchase date x quantity.
P&L: This will display the profit and loss statement of your gold holdings since your date of purchase.
If you want to know how to calculate your Profit and Loss for your assets, here’s how we do it:
Selling your bullion is extremely easy, if your assets are purchased from us. We practically take care of everything; all you need to do is click “Confirm Sell” and confirm the quantity.
BOLD makes sure you get the most optimal prices for your bullion in few simple steps.
If your bullion is not purchased from us, Please visit the Sell to us page to initiate the process. Make sure that the bullion you like to sell is listed on BOLD, otherwise the request cannot be accepted. However, if you have sold the bullion elsewhere, you can easily update your portfolio by clicking on “Exit.”
With BOLD, it is actually easier done than said! Your course of action is minimal and precise. Once your portfolio is ready and updated, you can track live market trends of your holdings as well as the overall precious metals market.
For any assistance, please reach out to us. Our dedicated customer service team will be ready to solve all your queries and doubts.
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