Example with budgets ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units book_value market_value
2400.00 IRAUSD
1300.54 USD
65 VACHR
2400.00 IRAUSD
1300.54 USD
65 VACHR
2400.00 IRAUSD
1300.54 USD
65 VACHR
214.118 RGAGX
181.473 VBMPX
23400.04 USD
23347.32 USD