Example with budgets ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units average_cost book_value market_value
2400.00 IRAUSD
2400.00 IRAUSD
2400.00 IRAUSD
214.118 RGAGX
65.57 14040.05 USD
13729.25 USD
1300.54 USD
1300.54 USD
1300.54 USD
65 VACHR
65 VACHR
65 VACHR
181.473 VBMPX
51.58 9359.99 USD
9618.07 USD