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
1200.00 IRAUSD
1200.00 IRAUSD
1200.00 IRAUSD
214.118 RGAGX
65.57 14040.05 USD
13729.25 USD
3851.14 USD
3851.14 USD
3851.14 USD
70 VACHR
70 VACHR
70 VACHR
181.473 VBMPX
51.58 9359.99 USD
9618.07 USD