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
4669.61 USD
4669.61 USD
4669.61 USD
2188.85 USD
2188.85 USD
2188.85 USD
126 GLD
9494.90 USD
8402.94 USD
-11.50
145 ITOT
11925.80 USD
14465.20 USD
21.29
81 VEA
10783.64 USD
14224.41 USD
31.91
176 VHT
14248.29 USD
16126.88 USD
13.18
6200.00 IRAUSD
6200.00 IRAUSD
6200.00 IRAUSD
106 VACHR
106 VACHR
106 VACHR
1199.81 USD
1199.81 USD
1199.81 USD
285.703 RGAGX
67140.12 USD
105950.10 USD
57.80
306.360 VBMPX
44760.07 USD
66768.10 USD
49.17
-4037.73 USD
-4037.73 USD
-4037.73 USD