Huge Example file ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

account units book_value market_value
Assets:US:BofA:Checking 2522.91 USD
2522.91 USD
2522.91 USD
Assets:US:Federal:PreTax401k 4700.00 IRAUSD
4700.00 IRAUSD
4700.00 IRAUSD
Assets:US:Hooli:Vacation 45 VACHR
45 VACHR
45 VACHR
Assets:US:Vanguard:RGAGX 60.497 RGAGX
9720.07 USD
10054.00 USD
Assets:US:Vanguard:VBMPX 55.306 VBMPX
6479.96 USD
6860.16 USD
Liabilities:US:Chase:Slate -559.90 USD
-559.90 USD
-559.90 USD