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
126 GLD
75.36 9494.90 USD
9383.22 USD
-1.18
17000.00 IRAUSD
17000.00 IRAUSD
17000.00 IRAUSD
141 ITOT
78.04 11004.28 USD
12847.92 USD
16.75
262.380 RGAGX
222.96 58500.18 USD
94559.13 USD
61.64
4298.32 USD
4298.32 USD
4298.32 USD
61 VACHR
61 VACHR
61 VACHR
279.340 VBMPX
139.61 38999.71 USD
54096.98 USD
38.71
81 VEA
133.13 10783.64 USD
12729.15 USD
18.04
176 VHT
80.96 14248.29 USD
15403.52 USD
8.11