Example with budgets ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value
Assets:US:BayBook:Vacation 90 VACHR
90 VACHR
90 VACHR
Assets:US:BofA:Checking 5597.15 USD
5597.15 USD
5597.15 USD
Assets:US:Vanguard:Cash 0.01 USD
0.01 USD
0.01 USD
Assets:US:Vanguard:RGAGX 246.964 RGAGX
16200.00 USD
16141.57 USD
Assets:US:Vanguard:VBMPX 208.350 VBMPX
10800.02 USD
11450.92 USD
Liabilities:US:Chase:Slate -454.93 USD
-454.93 USD
-454.93 USD