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
14400.00 IRAUSD
14400.00 IRAUSD
14400.00 IRAUSD
33.295 RGAGX
64.87 2159.98 USD
2107.24 USD
5405.90 USD
5405.90 USD
5405.90 USD
15 VACHR
15 VACHR
15 VACHR
29.162 VBMPX
49.38 1440.00 USD
1451.39 USD