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
113 GLD
73.44 8298.44 USD
8002.66 USD
-3.56
3800.00 IRAUSD
3800.00 IRAUSD
3800.00 IRAUSD
148 ITOT
82.55 12217.85 USD
14523.24 USD
18.87
291.538 RGAGX
237.71 69300.12 USD
110067.26 USD
58.83
4108.26 USD
4108.26 USD
4108.26 USD
-60 VACHR
-60 VACHR
-60 VACHR
313.185 VBMPX
147.52 46199.79 USD
66442.20 USD
43.81
82 VEA
133.67 10960.57 USD
14419.70 USD
31.56
179 VHT
81.12 14520.18 USD
16151.17 USD
11.23