Example with budgets ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units cost price book_value market_value acquisition_date
Assets:US:BayBook:Vacation 5 VACHR
5 VACHR
5 VACHR
Assets:US:BofA:Checking 4170.65 USD
4170.65 USD
4170.65 USD
Assets:US:Federal:PreTax401k 16800.00 IRAUSD
16800.00 IRAUSD
16800.00 IRAUSD
Assets:US:Vanguard:Cash 1200.00 USD
1200.00 USD
1200.00 USD