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
6792.99 USD
6792.99 USD
6792.99 USD
506.33 USD
506.33 USD
506.33 USD
118 GLD
7776.72 USD
7599.20 USD
-2.28
41 ITOT
2840.65 USD
3020.88 USD
6.34
46 VEA
5231.32 USD
5707.22 USD
9.10
70 VHT
4450.52 USD
4835.60 USD
8.65
11700.00 IRAUSD
11700.00 IRAUSD
11700.00 IRAUSD
53 VACHR
53 VACHR
53 VACHR
-0.08 USD
-0.08 USD
-0.08 USD
175.156 RGAGX
33120.22 USD
45631.64 USD
37.78
174.865 VBMPX
22079.83 USD
25080.89 USD
13.59
-2014.74 USD
-2014.74 USD
-2014.74 USD