Example with budgets ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units book_value market_value
5300.00 IRAUSD
4017.02 USD
-144 VACHR
5300.00 IRAUSD
4017.02 USD
-144 VACHR
5300.00 IRAUSD
4017.02 USD
-144 VACHR
85 GLD
27 ITOT
628.822 RGAGX
506.000 VBMPX
34 VEA
27 VHT
91907.85 USD
97814.53 USD