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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

Getting started

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

  • What Gylder isGylder pulls everything you own and owe into one live net worth figure, so you can see where you stand without maintaining a spreadsheet.
  • Creating your accountSigning up, verifying your email, and setting up two-factor authentication, which is required rather than optional. Plus what to do when you change phone.
  • Reading your dashboardThe dashboard is built for a ninety-second visit. Here is what each part is telling you, which numbers are live, and which need a moment before they mean anything.
  • Setting upThe first-run steps, the getting-started checklist, and what is genuinely optional. Most of it is, and skipping is a real option rather than a nudge.
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