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
68 GLD
58.18 3956.24 USD
3956.24 USD
15600.00 IRAUSD
15600.00 IRAUSD
15600.00 IRAUSD
22 ITOT
174.66 3842.52 USD
3842.52 USD
277.872 RGAGX
66.07 18359.97 USD
19837.28 USD
6988.04 USD
6988.04 USD
6988.04 USD
17 VACHR
17 VACHR
17 VACHR
232.708 VBMPX
52.60 12240.06 USD
13792.60 USD