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
7867.75 USD
7867.75 USD
7867.75 USD
506.33 USD
506.33 USD
506.33 USD
118 GLD
7776.72 USD
7889.48 USD
1.45
41 ITOT
2840.65 USD
2965.94 USD
4.41
46 VEA
5231.32 USD
5530.12 USD
5.71
70 VHT
4450.52 USD
4741.80 USD
6.54
16500.00 IRAUSD
16500.00 IRAUSD
16500.00 IRAUSD
33 VACHR
33 VACHR
33 VACHR
-0.09 USD
-0.09 USD
-0.09 USD
158.790 RGAGX
28800.06 USD
40820.15 USD
41.74
154.783 VBMPX
19200.02 USD
22499.26 USD
17.18
-2245.02 USD
-2245.02 USD
-2245.02 USD