How do I add gold, silver or another supported metal?
Where to find it: ACCOUNTS and INVESTMENTS → Edit Investments → Add CAD Investment → Metal
1. Open ACCOUNTS and INVESTMENTS and choose Edit Investments for the account that holds the metal.
2. Click Add CAD Investment, then select Metal as the investment type. The account’s main Cash holding can still be in another currency.
3. Select the metal in the symbol search: XAU for gold, XAG for silver, XPT for platinum, XPD for palladium, or HG for copper. You can leave the name blank to use the suggested name. Click Add Investment.
4. Enter the quantity on the metal form. Gold, silver, platinum and palladium use troy ounces. Copper uses pounds. For example, five troy ounces of gold is a quantity of 5 for XAU.
5. Review the price per unit and valuation date, and enter the total book value in CAD. The market value is quantity × CAD price. The book value must be at least $0.01.
6. Enter the expected yearly capital-appreciation rate and save. Metals are classified as Global / Other and have no interest or distributions in the model.
Metal prices are updated nightly. Automatic spot prices exclude dealer premiums; the available price history is shown on the edit form. See Metal investment Help for the form’s fields.