Example with budgets ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units book_value market_value
8400.00 IRAUSD
3831.38 USD
-129 VACHR
8400.00 IRAUSD
3831.38 USD
-129 VACHR
8400.00 IRAUSD
3831.38 USD
-129 VACHR
68 GLD
364.568 RGAGX
306.331 VBMPX
41 VHT
49342.68 USD
53261.50 USD