> ## Documentation Index
> Fetch the complete documentation index at: https://docs.storehouses.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Collections

> Organize your assets with custom collections

## 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.

<Note>
  **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 →](/account/subscription-plans)
</Note>

## 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

<CardGroup cols={2}>
  <Card title="By Investment Type" icon="chart-line">
    * "Long-term Holdings"
    * "Trading Stack"
    * "Inheritance Items"
  </Card>

  <Card title="By Metal Type" icon="coins">
    * "Gold Eagles"
    * "Silver Rounds"
    * "Platinum Bars"
  </Card>

  <Card title="By Source" icon="store">
    * "Estate Collection"
    * "Recent Acquisitions"
    * "Gifts Received"
  </Card>

  <Card title="By Purpose" icon="bullseye">
    * "Emergency Fund"
    * "Retirement Assets"
    * "Personal Collection"
  </Card>
</CardGroup>

## Accessing Collections

Navigate to the Collections page at [storehouses.app/collections](https://storehouses.app/collections)

## Creating a Collection

<Info>
  Creating custom collections requires a Pro or Lifetime subscription. Free plan users have a default collection ("My Collection") for all their items.
</Info>

<Steps>
  <Step title="Open Collections Page">
    Click "Collections" in the navigation menu
  </Step>

  <Step title="Click 'New Collection'">
    Click the "Create Collection" button
  </Step>

  <Step title="Name Your Collection">
    Enter a descriptive name

    **Examples**:

    * "Gold Coins"
    * "Swiss Watches"
    * "Bordeaux Wines 2010-2020"
    * "American Silver Eagles"
  </Step>

  <Step title="Add Description (Optional)">
    Include notes about the collection purpose or criteria
  </Step>

  <Step title="Save">
    Click "Create" to save your new collection
  </Step>
</Steps>

## 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

1. Open any item's detail page
2. Click "Edit"
3. Select a collection from the dropdown
4. Save changes

### Method 3: Bulk Assignment

1. Go to the Collections page
2. Open a collection
3. Click "Add Items"
4. Select multiple items from your portfolio
5. 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:

1. Click the edit icon
2. Update name or description
3. Save changes

### Remove Items from Collection

To remove an item from a collection:

1. Open the collection
2. Find the item
3. Click "Remove from Collection"

<Note>
  Removing an item from a collection doesn't delete the item - it just removes the collection assignment.
</Note>

### Delete Collection

To delete a collection:

1. Open the collection
2. Click the delete icon
3. Confirm deletion

<Warning>
  Deleting a collection removes the collection but **does not delete the items** in it. The items remain in your portfolio.
</Warning>

## Collection Statistics

Each collection displays:

<ParamField path="Total Items" type="number">
  Number of items in the collection
</ParamField>

<ParamField path="Total Value" type="currency">
  Combined value of all items in the collection
</ParamField>

<ParamField path="Average Value" type="currency">
  Average value per item
</ParamField>

<ParamField path="Categories" type="list">
  Breakdown of asset categories within the collection
</ParamField>

## 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

<AccordionGroup>
  <Accordion title="Keep Collections Focused" icon="bullseye">
    Create collections with clear criteria rather than mixing unrelated items.

    **Good**: "Gold Sovereigns" (specific coin type)
    **Less Good**: "Valuable Stuff" (too broad)
  </Accordion>

  <Accordion title="Use Descriptive Names" icon="tag">
    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"
  </Accordion>

  <Accordion title="Limit Collection Count" icon="list">
    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
  </Accordion>

  <Accordion title="Update Regularly" icon="arrows-rotate">
    As you acquire new items:

    * Assign them to collections immediately
    * Review collections periodically
    * Remove or reorganize as needed
  </Accordion>
</AccordionGroup>

## 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:

1. Open the collection
2. Click "Export"
3. Choose format (CSV or PDF)
4. Download the collection report

[Learn more about exports →](/portfolio/export-reporting)

## Sharing Collections

You can share specific collections via portfolio sharing:

1. Create a share link
2. Select specific collections to include
3. Share the link with authorized viewers

[Learn more about sharing →](/advanced/sharing)

## Next Steps

<CardGroup cols={2}>
  <Card title="Set Up Locations" icon="location-dot" href="/features/locations">
    Track where items are stored
  </Card>

  <Card title="View Items" icon="eye" href="/portfolio/viewing-items">
    Browse your full portfolio
  </Card>

  <Card title="Export Reports" icon="file-export" href="/portfolio/export-reporting">
    Generate collection reports
  </Card>

  <Card title="Share Portfolio" icon="share" href="/advanced/sharing">
    Share collections with others
  </Card>
</CardGroup>