Wealth Garden

​

Overview

Wealth Garden is Storehouses’ interactive portfolio visualization feature that transforms your asset data into beautiful, insightful charts showing how your wealth has grown over time. See your entire portfolio’s journey from first acquisition to present day.

​

What is Wealth Garden?

Wealth Garden provides:

​

Accessing Wealth Garden

​

Main Portfolio Value Chart

​

What It Shows

The primary Wealth Garden chart displays:

• Total portfolio value over time
• Key milestones when significant items were added
• Value fluctuations from market changes and additions/sales
• Growth trajectory from first purchase to present

​

Chart Features

​

Interactive Features

Hover over any point to see:

• Exact date
• Portfolio value at that time
• Value change from previous point
• What caused the change (new item, value update, etc.)

Click on a date to:

• See all items in portfolio at that time
• View what was added or removed
• Compare to current portfolio

Zoom and pan:

• Drag to select a time range
• Scroll to zoom in/out
• Double-click to reset view

​

Time Range Selection

Analyze different time periods:

​

Asset Allocation Over Time

​

Category Breakdown

See how your portfolio composition has evolved: Stacked area chart shows:

• Percentage of portfolio in each asset category
• How allocation shifts over time
• Which categories dominate your holdings

Categories displayed:

• Precious Metals
• Luxury Watches
• Gems
• Fine Jewelry
• Wine
• Spirits
• Fine Art
• Arms & Armor
• Other Collectibles

​

Reading the Allocation Chart

Vertical axis: 0% to 100% of portfolio value Horizontal axis: Timeline from first purchase to present Color bands: Each asset category shown in different color Hover: See exact percentage and value for each category at any point in time

​

Allocation Insights

​

Value Change Indicators

​

Gain/Loss Visualization

Key metrics displayed prominently:

​

Color Coding

Visual indicators throughout:

• Green: Positive growth, gains, increases
• Red: Declines, losses, decreases
• Gray: Neutral, no change

​

Portfolio Milestones

​

Automatic Milestone Detection

Wealth Garden automatically highlights: Major additions:

• When you add high-value items
• First item in new category
• Portfolio value milestones ($10k,$25k, $50k,$100k, etc.)

Significant changes:

• Largest single-day value increases
• Major value updates
• Important appraisal dates

Markers on timeline:

• Visual indicators at milestone dates
• Hover to see milestone description
• Click to view details

​

Custom Milestones

Add your own milestones:

1. Click Add Milestone on the timeline
2. Select date
3. Add description (e.g., “Inherited father’s coin collection”)
4. Save milestone

Use cases:

• Document inheritance dates
• Mark major purchases
• Note appraisal dates
• Record insurance policy updates

​

Historical Value Tracking

​

How Values are Tracked

Wealth Garden shows value evolution through: Precious metals: Automatic daily updates based on spot prices Other assets: Value snapshots at each manual update Purchases: Item additions increase total value Sales: Item removals decrease total value

​

Value Update Events

Each point on the chart represents:

• Item added: New purchase increases portfolio value
• Manual update: You updated an item’s market value
• Automatic update: Precious metals spot price changed
• Item sold/removed: Portfolio value decreased

​

Accuracy Considerations

For best results:

• Update market values quarterly or annually
• Record purchase prices accurately
• Add items promptly after acquisition
• Remove sold items and record sale dates

​

Performance Insights

​

Best Performers

Identify your top-performing assets: Sort by:

• Highest percentage gain
• Largest absolute gain
• Best performers in each category
• Recent top performers (last 30/90/365 days)

Insights gained:

• Which asset classes appreciate fastest for you
• Individual items with exceptional growth
• Categories worth adding to
• Timing of best purchases

​

Performance by Category

Compare how different asset types perform: Metrics shown:

• Average return per category
• Best and worst items in each category
• Category volatility (precious metals vs stable collectibles)
• Growth rates over time

​

Comparing Time Periods

​

Year-over-Year Comparison

View how current year compares to previous years:

• Select Year-over-Year view
• See each calendar year’s performance
• Identify seasonal trends
• Compare acquisition patterns

​

Month-over-Month Growth

Track monthly portfolio growth:

• Monthly value snapshots
• Month-to-month change percentages
• Identify busy acquisition months
• Spot value update patterns

​

Wealth Garden on Mobile

Full Wealth Garden experience on mobile: Optimized for touchscreens:

• Pinch to zoom on charts
• Swipe to pan timeline
• Tap for data point details
• Responsive chart sizing

Mobile-specific features:

• Simplified view for small screens
• Rotate to landscape for full charts
• Quick time range selection
• Gesture-based navigation

​

Interpreting Your Wealth Garden

​

Growth Patterns

​

Allocation Insights

Concentrated portfolio (one category dominates):

• Pros: Deep expertise, potential for outsized gains
• Cons: Higher risk if that market declines
• Consider: Diversifying into complementary assets

Diversified portfolio (multiple categories balanced):

• Pros: Risk spread across asset types
• Cons: May dilute exceptional performance
• Consider: Optimal for most collectors

Emerging diversification (allocation bands widening):

• Meaning: You’re actively diversifying
• Action: Monitor to ensure intentional strategy

​

Using Wealth Garden for Planning

​

Investment Strategy

Inform future purchases with historical data:

1. Identify best performers - What asset types grew most?
2. Spot opportunities - Which categories are underrepresented?
3. Timing patterns - When do you typically add items?
4. Value trends - Are your assets appreciating consistently?

​

Insurance Planning

Use Wealth Garden for insurance reviews:

• Value milestones trigger coverage increases
• Growth rates inform premium budgeting
• Category breakdowns help optimize coverage types
• Historical peaks show maximum exposure

​

Estate Planning

Demonstrate portfolio growth for estate planning:

• Total appreciation over ownership period
• Value projections based on growth rates
• Category allocation for heir discussions
• Milestone events provide context

​

Best Practices

​

Privacy & Security

Data handling:

• All calculations happen in real-time
• Historical data pulled from your item records
• No third-party analytics tracking
• Charts are not cached or stored separately

​

Limitations & Considerations

​

Data Requirements

Wealth Garden requires:

• At least one item with a purchase date
• Some value data (purchase price or market value)
• Ideally, multiple items over time for meaningful trends

Limited data scenarios:

• New portfolios: Limited history means short timelines
• Single category: No allocation insights
• No dates: Items without purchase dates can’t be placed on timeline
• No values: Items without any valuation data don’t contribute

​

Value Accuracy

Challenges:

• Stale values: Outdated manual values skew recent performance
• Missing spot prices: Precious metals data depends on market APIs
• Estimated purchases: Approximate purchase prices reduce cost basis accuracy

​

Future Enhancement Ideas

Potential future features for Wealth Garden:

• Comparison to market indices (gold price, S&P 500, art market)
• Scenario modeling (what if I sell X, buy Y?)
• Goal tracking (visualize progress toward target portfolio value)
• Category-specific deep dives
• Correlation analysis between different assets
• Tax reporting integration

​

Related Resources