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
2965.23 USD
-5.72
5700.00 IRAUSD
5700.00 IRAUSD
5700.00 IRAUSD
24 ITOT
68.42 1641.98 USD
1691.52 USD
3.02
134.539 RGAGX
175.94 23670.12 USD
27647.76 USD
16.80
4203.94 USD
4203.94 USD
4203.94 USD
111 VACHR
111 VACHR
111 VACHR
129.574 VBMPX
121.78 15779.85 USD
16643.78 USD
5.47
4 VEA
99.36 397.44 USD
410.20 USD
3.21
52 VHT
62.69 3260.00 USD
3514.16 USD
7.80