Direct new money intelligently
Use weekly contributions to move the portfolio toward its target ranges without forcing routine sales.
Silver DCA Planner for Windows
Plan physical gold and silver with rules you can actually review.
Track holdings, protect opportunity cash, create a weekly purchase plan, and test the same policy through historical markets—all in one local Windows application.
Local portfolio database
CAD / USD planning
No automatic trading
The planner calculates and explains a recommendation. You decide whether to act.
Portfolio accountingValue, cost, net invested, allocation and cash
Weekly policyContribution balancing and reserve deployment
Historical evidenceReturn, drawdown, recovery and cash use
Private by designYour portfolio database stays on your PC
A practical decision workspace
Built to make the weekly choice clearer—not to predict the market.
The application uses visible policy settings, actual holdings, purchase premiums, and completed market data to produce a recommendation you can inspect before doing anything.
Give reserve cash a job
Protect a cash floor and release only the amount supported by the active pullback policy.
Keep a real audit trail
Save the recommendation, record the actual purchase, and review the variance later.
Weekly plan
Turn the contribution into a specific gold, silver, and cash plan.
The planner combines current holdings, target ranges, live prices, purchase premiums, protected cash, and any qualified opportunity release.
- Recommended gold, silver, and retained-cash amounts.
- Plain-language explanation of reserve use.
- Recommended-versus-actual variance after purchase.
- Weekly history you can review later.
Policy settings
Start from a clear preset, then adjust the plan to match your own rules.
Allocation targets, acceptable ranges, reserve floors, and deployment preference remain visible and editable.
- Conservative and aggressive balanced presets.
- Aggressive Gold and Aggressive Silver presets.
- Balanced, Largest Pullback, or Strongest Performer deployment.
- Versioned policy changes and review history.
Transaction import
Current import support is built for Silver Gold Bull transaction downloads.
The application currently supports transaction-history CSV downloads from silvergoldbull.ca and silvergoldbull.com, with reconciliation into the local portfolio records.
Using another dealer or platform?
Support can be added when a user supplies a sample transaction export with personal and account information removed.
Request another import formatSilver Gold Plan is independent software and is not affiliated with, sponsored by, or endorsed by Silver Gold Bull.
Historical evidence
See return and risk in the same result.
Compare complete plan rules—not just target percentages—and keep drawdown, recovery, reserve use, and premiums visible.
External AI review export
The app supplies the facts. An outside AI assistant writes its own explanation.
Silver DCA Planner saves a limited Plan History Test package to a folder selected by the user. It does not upload the package, select a provider, or generate the response.
The calculations remain separate from the commentary.
You can compare an external explanation with the actual results shown inside the application.
Example generated outside the app
HOW MY PLAN COMPARED
My Plan produced more ending value than the conservative alternative, but it also experienced a deeper temporary decline.
OPPORTUNITY CASH
Most released reserve cash went to silver, consistent with the plan’s stated deployment preference.
IMPORTANT LIMITATION
Historical results do not predict future performance.
Windows evaluation release
Try the planner with your own records or a test portfolio.
Local SQLite storage. No brokerage connection. No automatic order placement.