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
12890.23 USD
4.42
1900.00 IRAUSD
1900.00 IRAUSD
1900.00 IRAUSD
220 ITOT
88.31 19429.22 USD
23724.80 USD
22.11
335.741 RGAGX
261.63 87840.64 USD
150536.19 USD
71.37
2878.44 USD
2878.44 USD
2878.44 USD
16 VACHR
16 VACHR
16 VACHR
368.156 VBMPX
159.06 58559.39 USD
84812.10 USD
44.83
83 VEA
152.59 12664.73 USD
16796.71 USD
32.63
168 VHT
84.50 14196.16 USD
16195.20 USD
14.08