Example Beancount file ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units average_cost book_value market_value unrealized_profit_pct
17 GLD
268.22 4559.80 USD
5217.47 USD
14.42
104 ITOT
65.66 6828.88 USD
8312.72 USD
21.73
597.748 RGAGX
82.06 49049.67 USD
48471.39 USD
-1.18
906.58 USD
906.58 USD
906.58 USD
-13 VACHR
-13 VACHR
-13 VACHR
193.442 VBMPX
169.04 32700.35 USD
41179.93 USD
25.93
36 VEA
137.76 4959.50 USD
5179.32 USD
4.43
64 VHT
122.21 7821.27 USD
8382.08 USD
7.17