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Getting started
  • What Gylder is
  • Creating your account
  • Reading your dashboard
  • Setting up
Guides
  • Importing a DeGiro CSV
  • Connecting a crypto exchange
  • Adding a manual asset
  • Adding a property
  • Tracking a mortgage
  • Assets and liabilities
  • Using the investments dashboard
  • Tracking dividends
  • Individual holding pages
  • Transactions and categorisation
  • Finding transactions
  • Creating filters
  • Tagging holdings
  • Alerts and notifications
  • Plans and what changes
  • Settings and preferences
  • Exporting and deleting your data
Metrics
  • About these numbers
  • Volatility
  • Maximum drawdown
  • Sharpe ratio
  • Sortino ratio
  • Calmar ratio
  • Value at risk
  • Beta
  • Alpha
  • Tracking error
  • Information ratio
  • Upside and downside capture
  • Annualised return
Concepts
  • Cost basis
  • Average cost
  • Unrealised and realised return
  • Time-weighted vs money-weighted return
  • Position weight
  • Holding period
  • Dividend yield
  • Yield on cost
  • Thirty-day move
  • How net worth history works
  • How your assets are priced
  • Benchmarks

Gylder documentation

How to use Gylder, and what the numbers in it mean. Guides for the app, plain explanations for the measures behind your portfolio.

Getting started

What Gylder is, and how to get your first accounts in.

  • What Gylder is
  • Creating your account
  • Reading your dashboard
  • Setting up

Guides

Step by step instructions for the things you will actually do.

  • Importing a DeGiro CSV
  • Connecting a crypto exchange
  • Adding a manual asset
  • Adding a property
  • Tracking a mortgage
  • Assets and liabilities
  • Using the investments dashboard
  • Tracking dividends
  • Individual holding pages
  • Transactions and categorisation
  • Finding transactions
  • Creating filters
  • Tagging holdings
  • Alerts and notifications
  • Plans and what changes
  • Settings and preferences
  • Exporting and deleting your data

Metrics

What each number on the investments dashboard measures.

  • About these numbers
  • Volatility
  • Maximum drawdown
  • Sharpe ratio
  • Sortino ratio
  • Calmar ratio
  • Value at risk
  • Beta
  • Alpha
  • Tracking error
  • Information ratio
  • Upside and downside capture
  • Annualised return

Concepts

The ideas behind the app, explained without jargon.

  • Cost basis
  • Average cost
  • Unrealised and realised return
  • Time-weighted vs money-weighted return
  • Position weight
  • Holding period
  • Dividend yield
  • Yield on cost
  • Thirty-day move
  • How net worth history works
  • How your assets are priced
  • Benchmarks
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