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
70 VACHR
70 VACHR
70 VACHR
3026.53 USD
3026.53 USD
3026.53 USD
1200.00 IRAUSD
1200.00 IRAUSD
1200.00 IRAUSD
1199.99 USD
1199.99 USD
1199.99 USD
214.118 RGAGX
14040.05 USD
13729.25 USD
181.473 VBMPX
9359.99 USD
9618.07 USD
-375.38 USD
-375.38 USD
-375.38 USD