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
42 GLD
66.64 2798.70 USD
2866.50 USD
2.42
19 ITOT
67.77 1287.63 USD
1389.09 USD
7.88
85.210 RGAGX
163.71 13950.05 USD
15710.17 USD
12.62
3579.01 USD
3579.01 USD
3579.01 USD
56 VACHR
56 VACHR
56 VACHR
78.269 VBMPX
118.82 9299.95 USD
9681.88 USD
4.11
68 VHT
60.52 4115.66 USD
4384.64 USD
6.54