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OWNERSHIPNovember 10, 2026·4 min read

Importing Your Dealer Order History Into a Portfolio Tracker

If you've bought from APMEX, JM Bullion, or Kitco over the years, your purchase history already exists — here's how to bring it into a tracker instead of re-entering everything by hand.

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Short answer: major dealers like APMEX, JM Bullion, and Kitco let you export your order history, and a tracker built to accept those exports can map metal type, weight, purity, purchase price, and purchase date automatically — turning years of scattered orders into a complete, accurate portfolio in minutes rather than requiring manual re-entry of every single purchase.

Why Manual Re-Entry Is the Wrong Default

If you've been buying from a major dealer for any length of time, your purchase history — dates, prices, item descriptions — already exists in your account's order history. Re-typing years of that data by hand into a spreadsheet or tracker is slow and introduces transcription errors that a direct import avoids entirely.

What a Good Import Should Map Automatically

  • Metal type — parsed from the product name (gold, silver, platinum, etc.)
  • Weight and purity — extracted from the listed product specification
  • Purchase price — the total paid, ideally including shipping if itemized in the export
  • Purchase date — the order date, not the shipping or delivery date
  • Purchase source — tagged with the order number, useful for later reference

Dealer-Specific Differences

Each major dealer's export format differs slightly — APMEX typically identifies metal type through the product name with weight parsed from there; JM Bullion's exports follow a similar item-name-based structure; Kitco's exports tend to separate metal, weight in troy ounces, fineness, and date into more explicit fields. See our dedicated import guides for APMEX, JM Bullion, and Kitco for the exact field mapping each one uses.

What to Check After Importing

Even a good automated import benefits from a quick review afterward — spot-check a handful of imported holdings against the original order confirmations to confirm weight, purity, and price came through correctly, especially for any order with an unusual product name the parser might not have handled perfectly.

Starting Fresh vs Importing History

If you have years of purchase history, importing it is almost always worth the one-time setup effort — it gives you an accurate historical cost basis and complete collection record from day one, rather than starting your tracked history from today and treating everything bought before as untracked.

Summary

  • Major dealers let you export order history rather than requiring manual re-entry
  • A good import maps metal type, weight, purity, price, and date automatically
  • Each dealer's export format differs slightly — check the dealer-specific field mapping
  • Spot-check imported data against original order confirmations before relying on it fully
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