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
173 GLD
71.36 12344.81 USD
13156.65 USD
6.58
4300.00 IRAUSD
4300.00 IRAUSD
4300.00 IRAUSD
220 ITOT
88.31 19429.22 USD
23738.00 USD
22.18
328.525 RGAGX
257.52 84600.42 USD
148519.58 USD
75.55
4954.75 USD
4954.75 USD
4954.75 USD
70 VACHR
70 VACHR
70 VACHR
358.717 VBMPX
157.23 56399.54 USD
81159.72 USD
43.90
83 VEA
152.59 12664.73 USD
16256.38 USD
28.36
168 VHT
84.50 14196.16 USD
16546.32 USD
16.55