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
4800.00 IRAUSD
4800.00 IRAUSD
4800.00 IRAUSD
181.308 RGAGX
65.52 11880.01 USD
11915.56 USD
1741.51 USD
1741.51 USD
1741.51 USD
55 VACHR
55 VACHR
55 VACHR
154.481 VBMPX
51.27 7919.99 USD
8173.59 USD