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
113 GLD
73.44 8298.44 USD
8002.66 USD
-3.56
3800.00 IRAUSD
3800.00 IRAUSD
3800.00 IRAUSD
148 ITOT
82.55 12217.85 USD
14523.24 USD
18.87
294.399 RGAGX
239.06 70380.26 USD
111147.40 USD
57.92
2287.93 USD
2287.93 USD
2287.93 USD
-60 VACHR
-60 VACHR
-60 VACHR
316.579 VBMPX
148.21 46919.83 USD
67162.23 USD
43.14
82 VEA
133.67 10960.57 USD
14419.70 USD
31.56
179 VHT
81.12 14520.18 USD
16151.17 USD
11.23