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
7200.00 IRAUSD
7200.00 IRAUSD
7200.00 IRAUSD
147.536 RGAGX
65.88 9720.04 USD
9594.27 USD
2073.17 USD
2073.17 USD
2073.17 USD
45 VACHR
45 VACHR
45 VACHR
127.360 VBMPX
50.88 6480.00 USD
6727.16 USD