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
187 GLD
83.25 15567.50 USD
26587.66 USD
70.79
7200.00 IRAUSD
7200.00 IRAUSD
7200.00 IRAUSD
309 ITOT
97.10 30003.75 USD
40840.53 USD
36.12
388.640 RGAGX
293.18 113940.12 USD
223502.98 USD
96.16
7654.83 USD
7654.83 USD
7654.83 USD
-208 VACHR
-208 VACHR
-208 VACHR
436.548 VBMPX
174.00 75959.68 USD
118387.45 USD
55.86
132 VEA
186.57 24627.61 USD
32724.12 USD
32.88
140 VHT
95.36 13349.88 USD
18571.00 USD
39.11