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
5724.28 USD
5724.28 USD
5724.28 USD
2344.03 USD
2344.03 USD
2344.03 USD
126 GLD
9494.90 USD
9383.22 USD
-1.18
141 ITOT
11004.28 USD
12847.92 USD
16.75
81 VEA
10783.64 USD
12729.15 USD
18.04
176 VHT
14248.29 USD
15403.52 USD
8.11
17000.00 IRAUSD
17000.00 IRAUSD
17000.00 IRAUSD
61 VACHR
61 VACHR
61 VACHR
0.10 USD
0.10 USD
0.10 USD
262.380 RGAGX
58500.18 USD
94559.13 USD
61.64
279.340 VBMPX
38999.71 USD
54096.98 USD
38.71
-3770.09 USD
-3770.09 USD
-3770.09 USD