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
9019.08 USD
-5.01
12200.00 IRAUSD
12200.00 IRAUSD
12200.00 IRAUSD
145 ITOT
82.25 11925.80 USD
13906.95 USD
16.61
274.021 RGAGX
229.25 62820.02 USD
102752.39 USD
63.57
2862.39 USD
2862.39 USD
2862.39 USD
81 VACHR
81 VACHR
81 VACHR
293.154 VBMPX
142.86 41879.99 USD
63139.51 USD
50.76
81 VEA
133.13 10783.64 USD
13578.03 USD
25.91
176 VHT
80.96 14248.29 USD
15901.60 USD
11.60