Example with budgets ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units book_value market_value
1200.00 IRAUSD
3851.14 USD
70 VACHR
1200.00 IRAUSD
3851.14 USD
70 VACHR
1200.00 IRAUSD
3851.14 USD
70 VACHR
214.118 RGAGX
181.473 VBMPX
23400.04 USD
23347.32 USD