Portfolio summary
Live totals based on your accounts and pricing.
Model v1
Total portfolio (USD)
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Total portfolio (BTC)
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Total portfolio (Gold oz)
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Total portfolio (Gold g)
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Score (Gold oz x BTC)
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Market prices
Server-side snapshots with Coinbase as primary source, Kraken and Gold API fallbacks, and Cloudflare caching.
Server snapshots refresh on demand and remain acceptable for up to 30 minutes.
BTCUSD: --
EURUSD: --
XAUUSD: --
Health: --
| Symbol | Value | Description / notes |
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Helper conversions
| Helper | Value | Explanation |
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Accounts
Edit holdings. Totals update instantly.
| Where | Amount | Unit | Value in BTC | Value in Gold (oz) | Gold grams |
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History
Snapshots from your data. Use this to track score trend.
Score trend
Gold oz x BTC| Date | BTCUSD | XAUUSD | EURUSD | Portfolio (USD) | Portfolio (BTC) | Portfolio (Gold oz) | Score |
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Ownership
Track family member ownership and contributions.
Record contribution / withdrawal
Members
| Member | Ownership (ratio) | Value (USD) | Value (Gold g) |
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Transactions
| Date | Member | Type | Amount | USD value | Ownership Δ | Notes |
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