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 55 VACHR
55 VACHR
55 VACHR
Assets:US:BofA:Checking 2115.98 USD
2115.98 USD
2115.98 USD
Assets:US:Federal:PreTax401k 4800.00 IRAUSD
4800.00 IRAUSD
4800.00 IRAUSD
Assets:US:Vanguard:Cash 0.01 USD
0.01 USD
0.01 USD
Assets:US:Vanguard:RGAGX 181.308 RGAGX
11880.01 USD
11915.56 USD
Assets:US:Vanguard:VBMPX 154.481 VBMPX
7919.99 USD
8173.59 USD
Liabilities:US:Chase:Slate -374.48 USD
-374.48 USD
-374.48 USD