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
4 GLD
62.70 250.80 USD
258.76 USD
3.17
19 ITOT
67.77 1287.63 USD
1393.08 USD
8.19
85.210 RGAGX
163.71 13950.05 USD
16071.46 USD
15.21
6856.15 USD
6856.15 USD
6856.15 USD
46 VACHR
46 VACHR
46 VACHR
78.269 VBMPX
118.82 9299.95 USD
10179.67 USD
9.46
27 VHT
57.19 1544.14 USD
1709.91 USD
10.74