Below is an explanation of the fields of data StackerScan records for each item. The form (Log Buy) which appears when a user initially adds an item (+ Add to Stack → Add item with AI) and when a user decides to edit the information on an existing item (Edit Buy), is the same. The field data appear in each individual item record and can be made visible/hidden in the Stack Details table by toggling the Columns button. Required fields are starred with a red asterisk in the Log/Edit Buy form.

Log Buy / Edit Buy Form

Buy In / Sell Out button pair switches the dialog between buy and sell modes, which changes some field labels and visibility (e.g., “Total Paid” becomes “Total Received,” the Sales Tax field disappears in sell mode). Buy In is selected by default.

Product (required) — Description of what you bought (e.g., “1 oz Gold Eagle”). Labeled “Start Here” in Add an Item mode. A Find button to the right triggers an AI product lookup that auto-fills most of the form. A camera icon allows AI product lookup of user's snapshot of item. After a successful Find, a suggested product name appears as a clickable chip below the field.

Quantity (required) — Number of units.

Metal (required) — Dropdown: Gold, Silver, Platinum, Palladium, Copper, Nickel.

Weight Unit (required) — Dropdown: troy oz or gram. Controls the unit label shown on weight fields throughout the form.

Add Product Details section (accordion)

Contains metal and weight detail fields.

Category (required) — Dropdown:

Bullion – precious metal valued primarily for its metal content.
Junk – circulated coins valued mainly for their metal content, not sold by face value.
Numismatic – coins or items valued for rarity, age, condition, historical significance.
Jewelry – precious metal crafted into wearable items. StackerScan values by weight only.
Other – examples: sterling silverware, industrial components, novelty items, medals.

Form (required) — Dropdown:

Bar – rectangular piece primarily for storage and investment.
Coin – issued by a government mint with a denomination. Valued for metal, collectability, or both.
Round – a coin-shaped piece made by a private mint. Has no face value and is not legal tender.
Goldback – an alternative currency note denominated in fractions of gold.
Custody – precious metal stored on your behalf by a third party.
Jewelry – crafted into wearable items.
Other – forms that don't fit the above categories.

Unit Melt Weight (required) — The pure precious metal weight per single unit (in troy oz or grams), ignoring alloy.

Total Melt Weight (read-only, calculated) — Automatically computed as Unit Melt Weight × Quantity.

Unit Gross Weight (optional) — The total physical weight per unit, including any alloy metals.

Purity (optional) — Dropdown. Choose the fineness of the metal.

Add Grading Details section (accordion, collapsed by default)

For numismatic and graded coins. When collapsed, shows a summary line if values are present.

Year (optional) — Coin year (e.g., “2024”).

Grade (optional) — Coin grade (e.g., “MS-65”, “PF70 DCAM”).

Mint Mark (optional) — Mint of origin (e.g., “D”, “S”).

PCGS # (optional, for graded/numismatic coins only) — Enter either the PCGS coin number or certificate number to look up the PCGS price guide value.

– When a certificate number is entered, Year, Grade, Mint Mark, and Unit Value Override (price) are automatically set from PCGS data (either upon “Save” or by clicking the Search button).
– When a coin number is entered, you will need to set Year and Grade fields manually. Once you do that, the Search button fetches the current PCGS price guide value and sets it as the Unit Value Override.

The current PCGS price guide value is synced to the Unit Value Override field by the system going forward.

Unit Value Override (optional, buy mode only) — Overrides StackerScan's standard valuation by weight with a value appropriate to numismatic/graded items. Auto-populated by a successful PCGS lookup (if you haven't already entered a value) and will be synced to the PCGS price guide value going forward. If you put in your own value, the system will not override it.

Vendor/Dealer (optional) — Where you bought it (e.g., APMEX, Local Coin Shop, Uncle Mike). Label changes to “Sold To” in sell mode and “From” in gift mode.

Purchase Date (required) — Three separate fields for month, day, and year. A Today link auto-fills the current date. Label changes to “Sell Date” in sell mode.

Total Paid (required unless “Gift” is selected) — The total amount you paid for all the units, not including tax or shipping. A Paid / Gift toggle to the right switches between a normal purchase and a gift. Selecting Gift disables this field and sets the value to $0. Label changes to “Total Received” in sell mode.

More Options (accordion, collapsed by default)

Sales Tax (optional, Buy mode only, hidden for Gifts) — Tax amount paid on the transaction. Included in Premium percentage calculation in item record.

Shipping (optional, Buy mode only, hidden for Gifts) — Shipping paid. Included in Premium percentage calculation in item record.

Time (optional) — Time of the transaction, with a flexible input (accepts “9:30”, “930”, “21:30”, etc.) and AM/PM toggle buttons. A Now link auto-fills the current time.

Currency (required, pre-filled) — Dropdown of supported currencies (e.g., “USD - US Dollar”). Defaults to your stack's base currency. Change if your purchase price was in a currency other than your base currency.

Spot Price (optional, Buy mode only, hidden for Gifts) — Spot price at the time of your purchase. Used for Premium percentage calculation in item record.

Tags (optional) — Free-form labels for organizing your items. Type a tag and press Enter (or comma, semicolon, or click Add). Tags appear as removable badges. Up to 20 tags, 50 characters each, can be added. Tags added here will be available to use for other items, via the Stack Details. See the How to Use Tags section for more detail.

Notes (optional) — Free-text area for any additional details. 500-character limit.

Tutorials

How to Import a Spreadsheet

How to Scan a Receipt

Understanding Your Portfolio Stats

Using the Premium Calculator