Free beta through August 31, 2026.Download and use the current Windows beta at no charge during the beta period.Download free beta
Feature tour
See the actual application before you install it.
The screenshots are the product tour. Click any screen to open it at full size and move through the gallery with the arrow keys.
Dashboard — the primary workspace for portfolio totals, allocation, planning, and recent activity.
Dashboard and portfolio accounting
See value, cost, net invested, allocation, and available cash together.
Imported and manually entered transactions feed a local portfolio record. The dashboard keeps fine ounces, current value, cost base, unrealized gain or loss, and opportunity cash in one view.
Gold and silver holdings with actual purchase premiums.
Net invested shown separately from current portfolio value.
Recent activity and the active weekly plan.
CAD or USD portfolio presentation.
Weekly Plan
Apply the policy before reacting to the market.
The weekly planner calculates a contribution allocation and explains the result. Qualified pullbacks can release part of the opportunity reserve while protected cash remains governed by the active policy.
Reviewable gold, silver, and cash amounts.
Premium-aware purchase calculations.
Reserve release explanation and audit trail.
Recommended-versus-actual variance after implementation.
Policy profiles
Start with an understandable preset, then keep full control.
Conservative Balanced, Aggressive Balanced, Aggressive Gold, and Aggressive Silver provide clear starting points. Allocation targets and reserve-deployment preference remain editable.
Gold, silver, and cash allocation targets.
Balanced, Largest Pullback, or Strongest Performer deployment.
Acceptable target ranges rather than forced exact rebalancing.
Policy version and audit history.
Performance and candle charts
Use the same workspace for portfolio history and market context.
Portfolio performance, saved weekly closes, and gold or silver candles can be viewed without leaving the app. Long-range weekly history can be downloaded locally using the user’s subscribed data key.
Mouse-wheel zoom and period scrollbar.
CAD or USD metal candles.
Trend, momentum, Bollinger Band, and RSI controls.
Extended Local history alongside recent server data.
Historical analogues
Find similar lead-in periods, then keep the later outcome separate.
The matcher compares joint gold, silver, and ratio behaviour across 13-, 26-, and 52-week windows. Future outcomes do not influence the similarity score.
Separated historical episodes rather than clustered duplicates.
Rebased comparison paths.
Rise, sideways, and decline likelihood summaries.
Evidence strength and limitations displayed with the result.
Plan History Test
Compare complete production rules—not just static percentages.
Each default plan uses its contribution balancing, protected reserve floor, opportunity-cash release rules, and stated deployment preference. Signals come from completed data and execute at the following week’s open.
Independent CAD or USD test currency.
Return, worst decline, and recovery time.
Average and minimum cash.
Reserve-release count, amount, and metal destination.
Transaction imports
Current support: Silver Gold Bull Canada and U.S.
The importer supports trade-history downloads from silvergoldbull.ca and silvergoldbull.com. Silver Gold Plan is independent and is not affiliated with, sponsored by, or endorsed by Silver Gold Bull.
Another dealer or platform can be added.
Send a redacted sample transaction export through the contact form so its structure can be evaluated.