Overview
Collections allow you to group related items together for better organization and viewing. Think of collections as folders or categories you create to organize your portfolio however makes sense for you.Free plan users have one default collection (“My Collection”) to organize their items. Pro and Lifetime plan users can create unlimited custom collections. Upgrade to Pro →
What Are Collections?
Collections are user-defined groups of items. Unlike categories (which are fixed based on asset type), collections are completely customizable.Common Collection Uses
By Investment Type
- “Long-term Holdings”
- “Trading Stack”
- “Inheritance Items”
By Metal Type
- “Gold Eagles”
- “Silver Rounds”
- “Platinum Bars”
By Source
- “Estate Collection”
- “Recent Acquisitions”
- “Gifts Received”
By Purpose
- “Emergency Fund”
- “Retirement Assets”
- “Personal Collection”
Accessing Collections
Navigate to the Collections page at storehouses.app/collectionsCreating a Collection
Creating custom collections requires a Pro or Lifetime subscription. Free plan users have a default collection (“My Collection”) for all their items.
1
Open Collections Page
Click “Collections” in the navigation menu
2
Click 'New Collection'
Click the “Create Collection” button
3
Name Your Collection
Enter a descriptive nameExamples:
- “Gold Coins”
- “Swiss Watches”
- “Bordeaux Wines 2010-2020”
- “American Silver Eagles”
4
Add Description (Optional)
Include notes about the collection purpose or criteria
5
Save
Click “Create” to save your new collection
Adding Items to Collections
There are three ways to add items to a collection:Method 1: When Adding a New Item
When creating a new item, use the “Collection” dropdown to assign it to a collection.Method 2: From Item Details
- Open any item’s detail page
- Click “Edit”
- Select a collection from the dropdown
- Save changes
Method 3: Bulk Assignment
- Go to the Collections page
- Open a collection
- Click “Add Items”
- Select multiple items from your portfolio
- Click “Add Selected”
Managing Collections
View Collection Contents
Click on any collection to see:- All items in the collection
- Total value of items
- Number of items
- Collection statistics
Edit Collection
From the collection view:- Click the edit icon
- Update name or description
- Save changes
Remove Items from Collection
To remove an item from a collection:- Open the collection
- Find the item
- Click “Remove from Collection”
Removing an item from a collection doesn’t delete the item - it just removes the collection assignment.
Delete Collection
To delete a collection:- Open the collection
- Click the delete icon
- Confirm deletion
Collection Statistics
Each collection displays:number
Number of items in the collection
currency
Combined value of all items in the collection
currency
Average value per item
list
Breakdown of asset categories within the collection
Collection Views
Grid View
See all items in a collection as cards with:- Thumbnail image
- Item name
- Category
- Current value
List View
Detailed table view showing:- Item name
- Category
- Purchase price
- Current value
- Location
- Added date
Chart View
Visual breakdown of collection by:- Category allocation
- Value distribution
- Location distribution
Filtering Within Collections
Use filters to narrow down items within a collection:- Search - Find items by name or description
- Category - Show only specific asset types
- Location - Filter by storage location
- Value range - Show items within a value range
- Date added - Filter by when items were added to collection
Sorting Collections
Sort items within a collection by:- Name (A-Z or Z-A)
- Value (high to low or low to high)
- Date added (newest or oldest)
- Purchase price
- Category
Best Practices
Keep Collections Focused
Keep Collections Focused
Create collections with clear criteria rather than mixing unrelated items.Good: “Gold Sovereigns” (specific coin type)
Less Good: “Valuable Stuff” (too broad)
Use Descriptive Names
Use Descriptive Names
Choose names that clearly indicate the collection’s contents or purpose.Examples:
- “Investment Grade Gold Bullion”
- “Pre-1933 US Gold Coins”
- “Grand Cru Bordeaux 2009-2010”
Limit Collection Count
Limit Collection Count
Too many collections can become hard to manage. Consider:
- 5-10 collections for most users
- Use sub-collections or detailed names instead of creating dozens of collections
Update Regularly
Update Regularly
As you acquire new items:
- Assign them to collections immediately
- Review collections periodically
- Remove or reorganize as needed
Collection Ideas by Asset Type
Precious Metals
- By metal type: “Gold”, “Silver”, “Platinum”
- By form: “Coins”, “Bars”, “Rounds”
- By mint: “US Mint”, “Royal Canadian Mint”
- By series: “American Eagles”, “Maple Leafs”
Watches
- By brand: “Rolex”, “Patek Philippe”
- By type: “Dress Watches”, “Sport Watches”, “Diving Watches”
- By era: “Vintage Pre-1970”, “Modern”
Wine
- By region: “Burgundy”, “Bordeaux”, “Napa Valley”
- By vintage: “2005 Vintage”, “2009-2010 Bordeaux”
- By cellar location: “Main Cellar”, “Off-site Storage”
Art
- By artist: “Works by [Artist Name]”
- By period: “Contemporary”, “Modern”, “Classical”
- By medium: “Oil Paintings”, “Sculptures”, “Prints”
Exporting Collection Data
Export data for specific collections:- Open the collection
- Click “Export”
- Choose format (CSV or PDF)
- Download the collection report
Sharing Collections
You can share specific collections via portfolio sharing:- Create a share link
- Select specific collections to include
- Share the link with authorized viewers
Next Steps
Set Up Locations
Track where items are stored
View Items
Browse your full portfolio
Export Reports
Generate collection reports
Share Portfolio
Share collections with others