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
126 GLD
75.36 9494.90 USD
9036.72 USD
-4.83
14600.00 IRAUSD
14600.00 IRAUSD
14600.00 IRAUSD
122 ITOT
79.64 9716.65 USD
11450.92 USD
17.85
268.275 RGAGX
226.11 60660.19 USD
97904.28 USD
61.40
5480.14 USD
5480.14 USD
5480.14 USD
71 VACHR
71 VACHR
71 VACHR
286.461 VBMPX
141.17 40439.75 USD
58810.44 USD
45.43
81 VEA
133.13 10783.64 USD
13110.66 USD
21.58
176 VHT
80.96 14248.29 USD
15840.00 USD
11.17