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 unrealized_profit_pct
5144.73 USD
5144.73 USD
5144.73 USD
196.57 USD
196.57 USD
196.57 USD
47 GLD
3145.25 USD
2965.23 USD
-5.72
24 ITOT
1641.98 USD
1691.52 USD
3.02
4 VEA
397.44 USD
410.20 USD
3.21
52 VHT
3260.00 USD
3514.16 USD
7.80
5700.00 IRAUSD
5700.00 IRAUSD
5700.00 IRAUSD
111 VACHR
111 VACHR
111 VACHR
0.02 USD
0.02 USD
0.02 USD
134.539 RGAGX
23670.12 USD
27647.76 USD
16.80
129.574 VBMPX
15779.85 USD
16643.78 USD
5.47
-1137.38 USD
-1137.38 USD
-1137.38 USD