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
3917.76 USD
3917.76 USD
3917.76 USD
2602.79 USD
2602.79 USD
2602.79 USD
113 GLD
8298.44 USD
8081.76 USD
-2.61
148 ITOT
12217.85 USD
14657.92 USD
19.97
82 VEA
10960.57 USD
14817.40 USD
35.19
179 VHT
14520.18 USD
15907.73 USD
9.56
1400.00 IRAUSD
1400.00 IRAUSD
1400.00 IRAUSD
-50 VACHR
-50 VACHR
-50 VACHR
-0.03 USD
-0.03 USD
-0.03 USD
300.173 RGAGX
72539.97 USD
110934.94 USD
52.93
323.445 VBMPX
48360.05 USD
68395.68 USD
41.43
-4488.37 USD
-4488.37 USD
-4488.37 USD