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VT

Vault Tracker

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VT

Vault Tracker

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VT Vault Tracker
Overview Vaults Activity
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Portfolio

Overview

Your latest portfolio position.

Portfolio value
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Cost basis
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Unrealized gain
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Realized gain
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Gains to review
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Portfolio history

No history is available yet.

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Holdings by metal

Weight, basis, value, and unrealized result.

View vaults
Metal Weight Cost basis Value Gain

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Market price

Choose a metal to view its price.

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Recent activity

The latest changes across your vaults.

View all activity

    No activity has been recorded.

    Inventory

    Vaults

    Manage holdings and record sales or gifts.

    Your vaults

    Create a vault to start tracking holdings.

    Select a vault

    Choose a vault from the list, or create a new one.

    Vault

    Actions

    No matching holdings.

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    Sales and gifts

    Inventory allocation and tax treatment are recorded separately.

    Date Type Holding Weight Proceeds / FMV Tax estimate Actions

    No sales or gifts have been recorded.

    Tax records

    These records assist reporting; they are not a tax return.

    Gross gains
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    Marked as reported
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    Tax payments
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    Date Record Amount Note

    No tax records have been added.

    Only a vault owner can change vault settings.

    Vault name

    Remove empty vault

    Only a vault with no holdings, sales, gifts, or tax records can be removed from the active list.

    Audit trail

    Activity

    Changes recorded across the vaults you can access.

      No activity has been recorded.

      Vault Tracker

      Vault

      Create a vault

      Enter exact usernames separated by commas. You are added automatically.

      Inventory

      Add a holding

      Quantity and weight
      Purchase
      Tax record details Review only

      These details identify the taxpayer's identical-property pool. A calculated Canadian capital-property estimate is available only when all three are confirmed.

      Use the same name for holdings treated as identical property.

      Choose capital property only when that treatment has been confirmed. Unknown and unsupported classifications remain review-only.

      Pool scope

      Leave 100% ownership unchecked for joint or shared beneficial ownership. Those records remain review-only.

      Inventory

      Record a disposition

      Disposition type

      This controls which physical inventory is reduced. Applicable tax-basis rules are calculated separately.

      Tax calculation details Review only

      Select a source holding to copy its saved tax details, or enter the taxpayer's identical-property pool directly.

      Unknown, personal-use, listed personal, and business-inventory classifications are recorded as review-only.

      Pool scope

      Leave 100% ownership unchecked for joint or shared beneficial ownership. Those dispositions remain review-only.

      Sale proceeds
      Gift valuation

      The preview is an estimate based on the configured tax profile. Review unusual gifts with a qualified tax professional.

      Review before recording

        Audit correction

        Reverse a disposition

        Use this only to correct a mistaken record. Exact inventory lots are restored, charts are restated, and both audit records remain. Record a real later return or repurchase separately.

        For the audit log; it cannot be earlier than the mistaken disposition.

        Tax assistance

        Add a tax record

        Confirm action