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
8402.94 USD
-11.50
6200.00 IRAUSD
6200.00 IRAUSD
6200.00 IRAUSD
145 ITOT
82.25 11925.80 USD
14465.20 USD
21.29
285.703 RGAGX
235.00 67140.12 USD
105950.10 USD
57.80
4020.54 USD
4020.54 USD
4020.54 USD
106 VACHR
106 VACHR
106 VACHR
306.360 VBMPX
146.10 44760.07 USD
66768.10 USD
49.17
81 VEA
133.13 10783.64 USD
14224.41 USD
31.91
176 VHT
80.96 14248.29 USD
16126.88 USD
13.18