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
17 VACHR
17 VACHR
17 VACHR
7613.95 USD
7613.95 USD
7613.95 USD
284.12 USD
284.12 USD
284.12 USD
68 GLD
3956.24 USD
3956.24 USD
22 ITOT
3842.52 USD
3842.52 USD
15600.00 IRAUSD
15600.00 IRAUSD
15600.00 IRAUSD
277.872 RGAGX
18359.97 USD
19837.28 USD
232.708 VBMPX
12240.06 USD
13792.60 USD
-910.03 USD
-910.03 USD
-910.03 USD