Overview
Storehouses provides multiple ways to view and explore your portfolio items. Whether you want to see all your assets at once, focus on specific categories, or dive into detailed information about individual items, the platform offers flexible viewing options to match your needs.Accessing Your Items
1
Navigate to Dashboard
Log in and go to your dashboard
2
View All Items
Your dashboard displays all portfolio items by default. Click on any item card to view details.
3
Filter or Search
Use the search bar or filter options to narrow down items by category, collection, location, or other criteria
View Modes
Grid View
The default grid view displays items as cards with:- Item title
- Primary photo (if uploaded)
- Current value
- Asset category
- Quick action buttons
List View
Switch to list view for a more compact display showing:- Item name and category
- Purchase date
- Current value
- Location
- Collection assignment
Item Detail Pages
Click any item to open its detail page, which includes:Basic Information
- Item title - Name of the asset
- Description - Additional notes and details
- Category - Asset type (precious metals, watches, etc.)
- Quantity - Number of identical units
Valuation Details
Purchase Information
- Purchase price
- Purchase date
- Seller/source
- Cost basis
Current Value
- Market value (current)
- Insurance value
- Value change percentage
- Last updated timestamp
Category-Specific Details
Depending on the asset category, you’ll see specialized fields: Precious Metals- Metal type (gold, silver, platinum, etc.)
- Weight and unit
- Purity/fineness
- Form (coin, bar, round)
- Spot price (auto-updated)
- Brand and model
- Reference number
- Movement type
- Case material
- Year of manufacture
- Gem type
- Carat weight
- Cut, color, clarity
- Setting type
- Metal type
- Vintage/age
- Producer/distillery
- Region
- Varietal/type
- Bottle size
- Artist name
- Medium
- Dimensions
- Year created
- Provenance
- Type
- Era/period
- Manufacturer
- Condition rating
- Caliber/specifications
Location & Organization
- Physical Location - Where the item is stored
- Collections - Which collections include this item
- Tags - Custom labels for organization
Photo Gallery
View all uploaded photos for an item:- Primary photo shown largest
- Additional photos in thumbnail gallery
- Click to expand full-screen view
- Swipe or use arrows to navigate
File Attachments
Each item can have documents and files attached:- Supported formats: PDF, images, Word documents
- Max file size: 10 MB per file
- Certificates of authenticity
- Appraisal documents
- Purchase receipts
- Insurance riders
- Grading certificates (for coins, cards, etc.)
- Provenance documentation
Item-level attachments are separate from Secure Storage, which is for account-level documents like wills and insurance policies.
Item History
Valuation History
Track how your asset’s value has changed over time:- Historical value chart
- Date of each valuation update
- Percentage change from purchase
- Total gain/loss
Edit History
See a complete audit trail of changes:- Date and time of each edit
- Fields that were modified
- Previous and new values
- Who made the change (for shared portfolios)
Quick Actions
From any item view, you can quickly:View Actions
Edit Item
Update any field, add photos/attachments, or modify details
Duplicate
Create a copy for similar items
Share
Generate a public share link for this specific item (Pro feature)
Export
Export item details to PDF or CSV
Move
Change location or collection assignment
Delete
Remove item from portfolio (with confirmation)
Sharing Individual Items
Click Share on any item to create a public share link for that specific item:- Click the Share button on the item detail page
- Configure share settings (password, expiration, view limits)
- Copy the link or QR code to share
Item sharing is a Pro feature. Learn more about Share Links →
Viewing by Category
Filter your portfolio to show only specific asset types:- Click the Filter button on your dashboard
- Select one or more categories
- View only items matching your selection
- Precious Metals
- Luxury Watches
- Gems
- Fine Jewelry
- Wine
- Spirits
- Fine Art
- Arms & Armor
- Other Collectibles
Viewing by Collection
See all items in a specific collection:- Navigate to the Collections page
- Click on any collection name
- View all items assigned to that collection
Viewing by Location
See all items stored at a specific location:- Navigate to the Locations page
- Click on any location name
- View all items currently stored there
Search and Filters
Use the powerful search and filter features to find specific items:Search by Keyword
Type in the search bar to find items by:- Title
- Description
- Brand/artist name
- Any text field
Advanced Filters
Combine multiple filters:- Category - Asset type
- Collection - Collection assignment
- Location - Storage location
- Value Range - Min and max value
- Purchase Date - Date range
- Tags - Custom labels
Sorting Options
Sort your portfolio view by:- Value (highest to lowest or vice versa)
- Purchase Date (newest to oldest or vice versa)
- Title (alphabetical A-Z or Z-A)
- Last Updated (most recently modified first)
- Category (grouped by asset type)
Viewing on Mobile
The Storehouses mobile app and PWA provide:- Responsive grid view optimized for smaller screens
- Swipe gestures for quick navigation
- Touch-optimized photo galleries
- Offline viewing of previously loaded items
Offline Access
Items you’ve viewed recently are cached for offline access. Perfect for showing your collection when you don’t have internet connectivity.
Best Practices
Add Photos for Easy Recognition
Add Photos for Easy Recognition
Upload clear photos to make items instantly recognizable in grid view. Use the primary photo to show the most distinctive angle.
Use Descriptive Titles
Use Descriptive Titles
Give items clear, specific titles so you can quickly identify them without opening the detail page. Include key details like brand, year, or distinguishing features.
Keep Values Current
Keep Values Current
Regularly review and update market values for items without automatic pricing. This ensures your portfolio total accurately reflects your holdings.
Organize with Collections
Organize with Collections
Group related items into collections for easier viewing. For example, create collections for “Investment Grade Coins” or “Everyday Wear Watches.”
Review Item History
Review Item History
Periodically check valuation history to identify your best-performing assets and inform future acquisition decisions.
Related Resources
Adding Items
Learn how to add new items to your portfolio
Editing Items
Update and modify existing items
Collections
Organize items into custom collections
Search & Filters
Advanced search and filtering techniques

