Portfolio Tracker

The Aurus Insight portfolio tracker provides real-time visibility into your precious metals holdings with institutional-grade analytics. Add positions in gold, silver, platinum, or palladium with purchase price, quantity, and date — the platform automatically calculates current market value, unrealised profit and loss per position and in aggregate, and percentage returns across multiple time horizons. An interactive allocation chart visualises your metal distribution, helping you identify concentration risks and rebalancing opportunities at a glance.

Beyond basic tracking, the portfolio module integrates directly with Aurus Insight's AI signal engine: when a new trading signal is generated for a metal you hold, the system highlights the opportunity alongside your existing exposure, enabling informed decisions about adding to or reducing positions. A full transaction timeline records every buy, sell, and adjustment with timestamps, while the historical performance chart benchmarks your portfolio's growth against individual metal price trajectories. Export your portfolio data at any time for tax reporting or external analysis — all in a secure, multi-currency environment that converts values to your preferred display currency in real time.

The P&L chart tracks your portfolio's value evolution over time with daily snapshots, while signal integration alerts notify you when AI-generated opportunities align with metals already in your holdings. Whether you hold physical bullion, ETF shares, or futures contracts, the tracker accommodates any position type with flexible entry parameters and supports notes for each transaction.