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
23795.83 USD
69.54
351 ITOT
104.19 36569.17 USD
45809.01 USD
25.27
401.738 RGAGX
302.44 121500.53 USD
227528.33 USD
87.27
1707.45 USD
1707.45 USD
1707.45 USD
-153 VACHR
-153 VACHR
-153 VACHR
455.033 VBMPX
178.01 80999.42 USD
128869.90 USD
59.10
146 VEA
192.68 28130.76 USD
37094.22 USD
31.86
167 VHT
101.84 17007.57 USD
22473.19 USD
32.14