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Market Valuation

What does this do?

Gold, commodities, and crypto prices update automatically, syncing account values to live market rates once per calendar month.

How to do it

  1. Select an automated price source for the holding.
  2. Tap 'Refresh Prices' or wait for daily automated morning updates.
  3. Account balances reflect current fair market value.

Why it matters

Knowing current market value reveals true gains or losses on investments.

Related Topics

Investment HoldingsIndividual positions inside an investment account (metals, crypto, equities, funds). Tracks quantities, cost basis, and profit/loss.Balance AdjustmentReconciles differences between recorded account balance and real-world statement balance. Excluded from income, expense, and bucket totals.
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