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
7599.20 USD
-2.28
11700.00 IRAUSD
11700.00 IRAUSD
11700.00 IRAUSD
41 ITOT
69.28 2840.65 USD
3020.88 USD
6.34
175.156 RGAGX
189.09 33120.22 USD
45631.64 USD
37.78
5284.50 USD
5284.50 USD
5284.50 USD
53 VACHR
53 VACHR
53 VACHR
174.865 VBMPX
126.27 22079.83 USD
25080.89 USD
13.59
46 VEA
113.72 5231.32 USD
5707.22 USD
9.10
70 VHT
63.58 4450.52 USD
4835.60 USD
8.65