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
3541.29 USD
3541.29 USD
3541.29 USD
4141.86 USD
4141.86 USD
4141.86 USD
173 GLD
12344.81 USD
12890.23 USD
4.42
220 ITOT
19429.22 USD
23724.80 USD
22.11
83 VEA
12664.73 USD
16796.71 USD
32.63
168 VHT
14196.16 USD
16195.20 USD
14.08
1900.00 IRAUSD
1900.00 IRAUSD
1900.00 IRAUSD
16 VACHR
16 VACHR
16 VACHR
-0.07 USD
-0.07 USD
-0.07 USD
335.741 RGAGX
87840.64 USD
150536.19 USD
71.37
368.156 VBMPX
58559.39 USD
84812.10 USD
44.83
-4804.64 USD
-4804.64 USD
-4804.64 USD