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
9 GLD
236.27 2126.44 USD
2700.18 USD
26.98
5300.00 IRAUSD
5300.00 IRAUSD
5300.00 IRAUSD
104 ITOT
65.66 6828.88 USD
8336.64 USD
22.08
527.804 RGAGX
81.85 43199.73 USD
43343.26 USD
0.33
4509.57 USD
4509.57 USD
4509.57 USD
80 VACHR
80 VACHR
80 VACHR
174.613 VBMPX
164.94 28800.24 USD
36082.03 USD
25.28
40 VEA
138.85 5553.86 USD
5873.60 USD
5.76
45 VHT
117.94 5307.19 USD
5473.35 USD
3.13