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
47 GLD
66.92 3145.25 USD
3257.57 USD
3.57
12900.00 IRAUSD
12900.00 IRAUSD
12900.00 IRAUSD
24 ITOT
68.42 1641.98 USD
1700.88 USD
3.59
102.469 RGAGX
167.76 17190.06 USD
19525.47 USD
13.59
6616.18 USD
6616.18 USD
6616.18 USD
81 VACHR
81 VACHR
81 VACHR
95.693 VBMPX
119.76 11459.95 USD
11808.52 USD
3.04
4 VEA
99.36 397.44 USD
397.44 USD
52 VHT
62.69 3260.00 USD
3417.96 USD
4.85