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
118 GLD
65.90 7776.72 USD
8435.82 USD
8.48
41 ITOT
69.28 2840.65 USD
2859.75 USD
0.67
158.790 RGAGX
181.37 28800.06 USD
38827.33 USD
34.82
1346.29 USD
1346.29 USD
1346.29 USD
-2 VACHR
-2 VACHR
-2 VACHR
154.783 VBMPX
124.04 19200.02 USD
21137.17 USD
10.09
14 VEA
109.80 1537.24 USD
1618.26 USD
5.27
70 VHT
63.58 4450.52 USD
4693.50 USD
5.46