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
25719.98 USD
65.22
289 ITOT
98.54 28477.55 USD
38780.91 USD
36.18
401.738 RGAGX
302.44 121500.53 USD
233775.36 USD
92.41
3718.27 USD
3718.27 USD
3718.27 USD
-178 VACHR
-178 VACHR
-178 VACHR
455.033 VBMPX
178.01 80999.42 USD
129206.62 USD
59.52
139 VEA
189.77 26377.75 USD
34622.12 USD
31.26
153 VHT
98.87 15127.37 USD
21068.10 USD
39.27