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
85 GLD
66.56 5657.78 USD
6266.20 USD
5300.00 IRAUSD
5300.00 IRAUSD
5300.00 IRAUSD
27 ITOT
179.75 4853.29 USD
4872.96 USD
628.822 RGAGX
68.70 43200.21 USD
44614.92 USD
4017.02 USD
4017.02 USD
4017.02 USD
-144 VACHR
-144 VACHR
-144 VACHR
506.000 VBMPX
56.92 28799.81 USD
31640.18 USD
34 VEA
196.72 6688.50 USD
7393.30 USD
27 VHT
100.31 2708.26 USD
3026.97 USD