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
97 GLD
66.15 6416.61 USD
7103.31 USD
10.70
61 ITOT
71.59 4366.85 USD
4692.12 USD
7.45
213.753 RGAGX
204.21 43650.48 USD
61289.40 USD
40.41
1929.83 USD
1929.83 USD
1929.83 USD
12 VACHR
12 VACHR
12 VACHR
220.748 VBMPX
131.82 29099.73 USD
35385.90 USD
21.60
67 VEA
117.89 7898.65 USD
8712.68 USD
10.31
70 VHT
63.58 4450.52 USD
5317.20 USD
19.47