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
8081.76 USD
-2.61
1400.00 IRAUSD
1400.00 IRAUSD
1400.00 IRAUSD
148 ITOT
82.55 12217.85 USD
14657.92 USD
19.97
300.173 RGAGX
241.66 72539.97 USD
110934.94 USD
52.93
2032.15 USD
2032.15 USD
2032.15 USD
-50 VACHR
-50 VACHR
-50 VACHR
323.445 VBMPX
149.52 48360.05 USD
68395.68 USD
41.43
82 VEA
133.67 10960.57 USD
14817.40 USD
35.19
179 VHT
81.12 14520.18 USD
15907.73 USD
9.56