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
-129 VACHR
-129 VACHR
-129 VACHR
5395.47 USD
5395.47 USD
5395.47 USD
210.69 USD
210.69 USD
210.69 USD
68 GLD
3956.24 USD
4059.60 USD
41 VHT
3986.43 USD
3972.08 USD
8400.00 IRAUSD
8400.00 IRAUSD
8400.00 IRAUSD
0.03 USD
0.03 USD
0.03 USD
364.568 RGAGX
24840.01 USD
26981.68 USD
306.331 VBMPX
16559.99 USD
18248.14 USD
-1774.81 USD
-1774.81 USD
-1774.81 USD