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
175 GLD
70.63 12360.11 USD
13462.75 USD
8.92
71 ITOT
72.17 5124.35 USD
5544.39 USD
8.20
213.753 RGAGX
204.21 43650.48 USD
62648.87 USD
43.52
833.65 USD
833.65 USD
833.65 USD
42 VACHR
42 VACHR
42 VACHR
220.748 VBMPX
131.82 29099.73 USD
34915.71 USD
19.99
84 VEA
120.32 10106.75 USD
11024.16 USD
9.08
39 VHT
67.70 2640.20 USD
2990.91 USD
13.28