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
15 VACHR
15 VACHR
15 VACHR
4120.05 USD
4120.05 USD
4120.05 USD
14400.00 IRAUSD
14400.00 IRAUSD
14400.00 IRAUSD
1800.02 USD
1800.02 USD
1800.02 USD
33.295 RGAGX
2159.98 USD
2107.24 USD
29.162 VBMPX
1440.00 USD
1451.39 USD
-514.17 USD
-514.17 USD
-514.17 USD