Example with budgets ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units book_value market_value
7200.00 IRAUSD
2073.17 USD
45 VACHR
7200.00 IRAUSD
2073.17 USD
45 VACHR
7200.00 IRAUSD
2073.17 USD
45 VACHR
147.536 RGAGX
127.360 VBMPX
16200.04 USD
16321.42 USD