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
3013.64 USD
-4.18
900.00 IRAUSD
900.00 IRAUSD
900.00 IRAUSD
24 ITOT
68.42 1641.98 USD
1610.88 USD
-1.89
155.083 RGAGX
180.48 27989.97 USD
33716.60 USD
20.46
3305.29 USD
3305.29 USD
3305.29 USD
131 VACHR
131 VACHR
131 VACHR
150.981 VBMPX
123.59 18659.94 USD
21024.10 USD
12.67
4 VEA
99.36 397.44 USD
420.00 USD
5.68
52 VHT
62.69 3260.00 USD
3559.40 USD
9.18