Huge Example file ▾Holdings

Holdings

Holdings by Account

Holdings by Currency

Holdings by Cost currency

Query (Download as CSV)

units average_cost book_value market_value unrealized_profit_pct
175 GLD
70.63 12360.11 USD
13671.00 USD
10.61
71 ITOT
72.17 5124.35 USD
5650.18 USD
10.26
213.753 RGAGX
204.21 43650.48 USD
63580.83 USD
45.66
2740.78 USD
2740.78 USD
2740.78 USD
52 VACHR
52 VACHR
52 VACHR
220.748 VBMPX
131.82 29099.73 USD
36081.26 USD
23.99
84 VEA
120.32 10106.75 USD
11217.36 USD
10.99
39 VHT
67.70 2640.20 USD
3123.90 USD
18.32