Precious Metals Portfolio

'Your Portfolio' is an innovative feature within your account, allowing you to view and track all your Atkinsons Bullion purchases in one place. Providing all the information you need to build a clear picture of your precious metals portfolio, it's the perfect tool for those focusing on long-term investments in gold and silver bullion coins and bars.

Full Portfolio Overview

Key Features

  • Comprehensive Dashboard: Get a complete overview of your portfolio at a glance.
  • Effortless Tracking: View and track all your Atkinsons gold and silver purchases in one place.
  • Detailed Insights: View each item's original purchase information against the current spot price.
  • Easy Transactions: Gain quick and easy access to direct links for additional purchases or to sell items.
  • Portfolio Projections: Explore the potential future value of your portfolio at various spot price scenarios.
  • Custom Alerts: Stay updated with price notifications, portfolio value alerts, and stock level updates.

Portfolio Projections

Key Features

  • Scenario Analysis: Explore potential scenarios and see what your portfolio could be worth at different future gold and silver spot prices.
  • Explore Historical Trends: Choose different date ranges to understand how your portfolio's value could change. The tool adjusts the projections based on past market trends, giving you a clear view of potential outcomes.

Notifications and Alerts

Key Features

  • Portfolio Value Alerts: Set a target value and receive an email notification when your portfolio reaches this amount. This allows you to closely monitor your portfolio's performance and make well-informed decisions.
  • Stock Alerts: Never miss out on a purchase opportunity again. For out-of-stock products, activate a stock alert with a click and receive an email when your desired product is back in stock, ensuring you're always in the loop.

Portfolio Dashboard

Key Features

  • Total Portfolio Overview: Instantly view the total value you've purchased, its current worth, and your returns - in percentage and monetary terms, all at a glance.
  • Customisable Value Alerts: Stay informed with bespoke alerts. Set your desired portfolio value and receive a notification when this target is reached.
  • Metal Allocation Check: View your allocation between gold and silver, ensuring a well-diversified portfolio.

Precious Metals Portfolio FAQ's

  • A precious metals portfolio is a collection of items made of gold, silver, platinum, or palladium, often in the form of coins and/or bars.

  • Many choose to build a precious metals portfolio as a store of wealth to protect against economic uncertainties and fluctuations in fiat currency value, to hedge against inflation, and to save for a stable financial future.

  • You will need to create an Atkinsons account and log in each time to access your portfolio.

  • Your purchases will show in your portfolio when we have processed and shipped or stored your order. Items purchased over the phone may not show in your portfolio. If you have any queries about your portfolio items, please call us on 0121 355 0620.

  • Items can be removed from your portfolio by clicking ‘sold’ next to the relevant item, and entering the number of these items you have sold. These will then be removed from your portfolio.