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
4059.60 USD
8400.00 IRAUSD
8400.00 IRAUSD
8400.00 IRAUSD
364.568 RGAGX
68.14 24840.01 USD
26981.68 USD
3831.38 USD
3831.38 USD
3831.38 USD
-129 VACHR
-129 VACHR
-129 VACHR
306.331 VBMPX
54.06 16559.99 USD
18248.14 USD
41 VHT
97.23 3986.43 USD
3972.08 USD