Using ‘My Portfolio’: A Simple Way to Track Your Gold and Silver

A clear dashboard for your holdings

When you log in to your Atkinsons account, the Portfolio dashboard gives you an instant snapshot of your holdings, including the total value and current return on your investment.

Also available is a breakdown of your gold and silver allocation at a glance, making it easy to understand how your portfolio is balanced between different metals.

From the dashboard, you can also see how prices have moved over the last 30 days, helping you stay informed on the current market and recent price trends. Also available is access to your order history, and the ability to view and track the progress of any packages you may have sent to us to sell.

Set price alerts to stay informed

The Portfolio tool allows you to easily set custom price alerts. These can be created for when gold or silver reaches a specific price level, or when your total portfolio value hits a figure that is important specifically to you. Simply select whether you’d prefer to receive your notification via email, text message, or both.

These alerts are designed as one-time notifications, meaning you will be informed as soon as your target is reached, helping you stay updated without needing to constantly monitor the market yourself.

View portfolio projections and future scenarios

Our Portfolio Projections feature allows you to explore different ‘what if’ scenarios by adjusting possible future spot price levels, giving you an idea of how changes in the gold and silver spot price could affect the overall value of your portfolio.

You can also estimate the possible future value of your holdings based on past price performance trends, helping you to understand possible outcomes and think clearly about the long-term future of your portfolio.

Buy or sell from your portfolio

Your Portfolio provides simple options to manage your holdings. From one place, you can review your purchases, and also choose to buy more of the same, or sell your items back to us. This makes it easier to adjust your portfolio as your needs change over time.

In summary

This handy tool is designed to help keep your collection of gold and silver organised, visible, and easy to manage. It is suitable for those who wish to monitor their bullion holdings over the long-term, whilst keeping in mind that precious metal prices can go up and down and short-term changes are normal.

Click here to visit your Portfolio page.