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
167 GLD
84.05 14035.90 USD
23543.66 USD
67.74
289 ITOT
98.54 28477.55 USD
38437.00 USD
34.97
401.738 RGAGX
302.44 121500.53 USD
235880.47 USD
94.14
9844.95 USD
9844.95 USD
9844.95 USD
-153 VACHR
-153 VACHR
-153 VACHR
455.033 VBMPX
178.01 80999.42 USD
130330.55 USD
60.90
146 VEA
192.68 28130.76 USD
36872.30 USD
31.07
167 VHT
101.84 17007.57 USD
22232.71 USD
30.72