Portfolio editing improvements
I am asking once again..can you make it easier to add, delete and reorder symbols on my Portfolio? I have the feeling I ma not the only one who's having hard time doing basic editing with new Portfolio. Thanks for allowing people to post on this Forum, I hope someone is reading it.
Somebody over there get on the stick and clean it up!
In an ideal world, I would like to see the Portfolio functionality have two things added: (1) I could add multiple cost bases for the same stock (for example if I bought 50 shares of XYZ stock at $35 and 25 shares of XYZ at $45, I could enter both blocks of stock and have Y! finance keep track of loss/gain. As it is now, I can only enter one cost bases. (2) If you could make the Portfolio easier to use on a mobile device.
please maker it easier to edit my future symbols(such as where the date changes every quarter) with having to delete the older futures symbol and add the new one, and then i have to drag it down to put it in the order where i want it. that's to much , or is there a better way?.
I should be able to edit the symbols in my portfolio at the order place that it occupys.
I can change order of Symbols, but it does not sav that way back on my home page. Indexes get sorted to the bottom, opposit of what I want.
For each portfolio, add line for cash.
Need a Portfolio Page that totals all portfolios and shows combined total dollars gained or lost at any moment.
Please add a cash line.
Please suggest a way to get back to old view!! Many stocks in this new version do not get updated! Would like to have the old view back as it enables me to have a larger no. of stock views.
Include ETF & Mutual Fund fees - Annual Report Expense Ratio (net) in the Detail section of Customize Current View in Manage My Portfolios to aid in sorting costs for cost purchasing comparisons.
I dont know how to delete a view in my finance page....there is not customize current view button to click....!
Your Finance site has been broken for months. Next to impossible to access portfolios along with no response clearly means nobody at Yahoo is listening! Forget your line "we are listening"...you clearly are not! Time to leave yahoo.
THERE SHOULD BE A MORE CLEVER WAY TO ADD AND DELETE MORE THAN ONE ITEMS.
Import portfolios please
But how do you send it????
averages should be moved to the top of stock prices
Instead of having X's to remove symbols that users click on one at a time and then have to click again to remove. Why don't you make "check boxes" so users can check multiple symbols at once and delete them all at the same time? Just replace the X's with little check boxes and allow deletion of multiple symbols.
obviously the site is not a fundamentalist-style trader. Really not worth looking at that part of the portfolio
Before one could enter a block of symbols and quickly create a portfolio and changing the order was easy, just move the symbols around. Try inserting a symbol into a portfolio, now a user has to reorder the entire portfolio numerically one at a time. So if someone has 30 stocks they have to move 20 numbers around to insert a symbol in position 20 say. The person who made this change clearly does not create portfolios.
revert back to ollder versions of editing
I would like to be able to pull out sectors or industries like "pharma' or "consumer discretionary" out of my larger portfolio and look at those only at times. There doesn't seem to be a dropdown in your customizable identifiers to select for sector and/or industry.
The reorder function is busted. The edit holdings function is busted. Pretend that it is important to make your software work the first time.
Dragging a ticker is slow especially when you have a long list of stocks, and entering the number of the order you want DOES NOT WORK.
How about a simple -- order by ticker, order by name.
In the "older" version of Yahoo Portfolio, I could Add, Edit and Reorder symbols within the same screen. Regrettably, this capability is no longer available in the new Yahoo Portfolio... Could you please include this capability again
TO GET THE ABOVE TO WORK.......... CANT EDIT STOCKLIST YES I DID WHAT YOUR PAGE SAID GET IT TO WORK OR GET SOME ONE TO FIX SAME. I BET YOUR NEW CEO COULD FIND SOMONE TO FIX IT......
Very confusing and difficult to navigate and add, delete symbols to portfolios, also confusing and hard to EXIT. MAKE IT EASE TO EDIT
Were are the fields I used to see - titles are there (Trd Date,Notes) but no data is displayed.
Add a field for comment/description
I don't know if it's technically feasible, but if editing could be done on the portfolio page and then saved at the end of session or manually, with name + date.
I found it very difficult to reorder the stocks in my portfolio. The drag and drop feature only goes as far as the bottom of the screen. If I want to move the stock to the bottom of my portfolio, I have to drag and drop several times. Furthermore, after the dragging, the drop goes very slow, it seems to take foreever and sometimes it just won't work. I tried the enter- the- number- for- the- position-and- save feature, it didn't work either. I really miss the former feature of just entering the ticker symbols of the stock to the list--it was so easy to use. I would appreciate it very much if you would please fix the enter-the-number-and-save feature because conceptually it sounds much faster. Although if you could restore the former feature that would be ideal.
The users should be able to order the symbol in the portfolio, also should give the user the option to view how many stocks in a view, right now it only provides the fixed order and fixed amount of symbol can be shown
Total current portfolio value
Historical value by day or at least weekly
Similar to on line stock price history charts
t might be easier for first time users to figure out how to delete a symbol if you lable the column with the X's DELETE.
The way to manage / edit / move my portfolio is really a pain in the behind. I have now try not to even edit my portfolio at all.
Please make a 1,3,& 5 year annual return on investment column to add to my portfolio so I can see how much percentage I am up.
Restore old functionality. I am not having problems with add/delete which others are finding.
You could just list the next anticipated quarterly earnings date by month and date, i.e., 1/27 for Jan. 27th.
this option no longer works always get message that Portfolios are under maintenance Better than having to add one at a time.
Previously you had a box at the top of the portfolio page containing all the symbols in that portfolio. It was easy to select all the items and copy them to a new portfolio. Now there seems no way to enter symbols into a new portfolio except laboriously one by one. This has made portfolio management much more difficult than before.
This page is Extremely UNusable. To figure out how to edit/add/remove the Symbols in my portfolio is extremely Non-intuitive. Please fix that. I'm a > 10 year user of Yahoo finance and would be forced to move on to other sites.
be able to go back in time with your portfolio
I'd really like to see a performance chart/graph for my whole portfolio. Also, within that chart, calculated yields for time periods like you have for individual stocks.
Need to be able to see and edit the symbols as a simple text list, as used to be possible to do.
When we click on a forbes posting the font is so small it is impossible to read. Also many of the posting require you to buy a membership before you can read the posting.
my idea has already been expressed through others. eliminate day and time from ex-dividend and dividend dates to enable adding more data to the portfolio a simple date format mm/dd/yr is adequte for thes columns.
I hate the new Portfolio, why did you take out the "edit/view transaction", it was so much easier to edit transactions.
Also I'm not able to add any cash items, what happened?
Why do you update things that WORKS
When we add a new symbol say "YHOO", it allows us to add only when you specify the amount of shares you bought and what price you paid for it, which should not be the case.
There is a workaround for it, when you add a symbol put share as 1 and price as 1 and then it will show this symbol under your portfolio. Once done click edit and select the shares as 0.
So adding symbols to the portfolio should be easy and quick.
1. Combine the Edit and Manage All functions into one page.
2. Combine Reorder and Add/Edit functions into one page.
3. Provide the ability to download a portfolio in the custom view.
Make the "Analyst Opinion from the stock quote page available in one of the standard portfolio views or in the the custom view.
Allow the selection of Analyst Opinon as a field in a protfolio.
Take me back to my old portfolio. Entering short option positions was actually possible.
Add capability to alter data (such as purchase price) without going through the transaction function. When I try to adust a purchase price it changes cash which then needs adjusting. Very cumbersome. A blend of the old and the new would be perfect.
It's been almost year since I've been able to arrange my portfolio on my homepage in an order that makes sense. Alphabetical order for stocks is useless for seeing sector trends. The sort feature for the portfolio doesn't work!
Add actual open date or purchased date on every stock in portfolios.The present trade date is almost useless bc there are no entries for dates purchased. The info is invaluable to invesrtors compared to the current trade date that only rearranges the order of entries.
Make it easier to delete a stock.
your portfolio page changes of months ago really stinks. I find it impossible to update my portfolios.
Make the "edit" link do what it claims to do!
Upon symbol removal-revert back to spot where symbol was previously located. Currently, sent to top of portfolio,
Return to basics including the finance greeting page, lack of ex - dividend dates in portfolios. Ability to delete and order symbols in portfolios.
once a category is cancelled, make it easier to retrieve it.
I couldn't find the option for adding symbols. could you make easy or go back to old setting?
CSV file would contain SYMBOL, PRICE, SHARES, DATE OF PURCHASE
Can you create alerts for all stocks in a portfolio as opposed to entering individual stocks from a portfolio one at a time. If I am updating a portfolio I should be able to select the whole portfolio to set up alerts.
Just add a refresh button.
It is a major puzzle as to how you add/delete symbols. I have no idea how I even did it the first time. This is ridiculously hard
Revert back to the previous way of editing portfolias whereby new ticker symbols can be added, deleted, or reorded quickly and easily on one screen. the current method is cumbersome, time consuming and downright ugly.
Put the boxes down a column, check off which ones need deleted, then hit update. Bang, all done with one reload of page
you have to open the portfolio, and then edit the holdings. The add stock to a portfolio should add the stock to the portfolio without having to enter the symbol again in add holdings box.
Portfolios should be able to contain both stocks valued in USD and EUR (at least). Portfolio charts are terribly missing. Comparisons of your portfolio with selected indexes or stocks would also be very helpful. Look forward to seeing all these come true and thank you in adavnce.
There are times when the 'Customize current view' appears and other times when it does not.
When you go to change the "Reorder" tab and move Stock Symbols to a different order and click "Save" the new order is not saved but reverts back to the previous order.
# of shares x purchase price/share = total cost
My watchlist pages under the "My Portfolio" tab keeps refreshing every few minutes. This is very annoying becasue when it happens I loose my place on the page.
Just want to figure out how much stock I own, and how much bond I have, how much is us in stock, how much is outside of us in stock., thanks.
Dear Yahoo Finance users,
We read your comments and realize that some of you would like to have enhancements on your Portfolio manager.
Please continue to share your feedback and try to be as specific as possible in order for our engineers and designers to fully understand what new features they should review for consideration.
Yahoo Product Support
Under Customize current view: Add & Remove Fields: Swap fields around without having to use the drop-down menus. In some views, I want the Name to appear next to the Symbol. Currently, I have to shift everything from column 2 down using the drop-down menus with very long lists in them, which is very tedious and time consuming. It would be easier to drag the columns to resort them, as in Excel or Numbers.
Steve R commented
Reorder my symbols and save and it continues to default to alphabetical. NEVER did that before
john smith commented
We don't want new features, we want the old ones that used to actually work. You have absolutely destroyed the simplicity of a usable finance page
Stop the mouse over on stock symbols! UX/UI sucks!
Make it easy on your engineers and designers and just go back to the old format. At least add symbol lookup and restore the hover feature to show chart and news.
1) Multiple symbol delete in 1 operation. Right now deleting 20 symbols would take 20 minutes and 20 clicks which is way too much.
2) Allow portfolio creation by importing symbols from CSV file.
You really have to believe the idiots who designed the new edit process have never tried to manage a 40 or 50 stock portfolio listing on My Yahoo, so they sinply don't know that the process they have created is slow, often malfunctions, and is far, far worse than the old system.
Try it out yourselves. Maybe you'll see we don't want "enhancements" - we wnat the old system back because it was simply BETTER.
Robert S Fried commented
You actually can add multiple symbols to a portfolio using the Add Symbol (Enter Symbol) box. For a while this would only take one symbol at a time and would put in a date in 1969 but that was since corrected to add the current day by default and allow multiple entries. In automatically sorting portfolios they'll go to their correct position, and in non sorting portfolios they'll stay at the top waiting for you to do something with reorder.
I agree that it would be very good to be able to delete multiple symbols at once. In some of my list portfolios of ideas and / or industries, symbols become invalid as companies go out of business, and cleaning up multiple entries one at a time is very tedious. The same is true when I sell a lot of stuff and need to just get rid of everything that was sold easily without making a long project out of it because you can only delete one thing at a time.
When editing the Portfolio it needs to allow users to delete multiple symbols at once. Currently, when the delete ("X") is clicked, it not only requires a second click to confirm "Remove", but it then refreshes/reloads the entire page instead of simply dynamically removing the symbol from view. This makes it very tedious to delete symbols from a portfolio.
When delete is attempted on the "Reorder" page it is even worse because it navigates to another page just for the delete confirmation.
Suggestion: On the Reorder page, allow deletion without any confirmation since the user must click "Save" to confirm the batch set of changes anyway.
The Reorder page seems like a much better method for editing/organizing the portfolio. If you fix the Delete on it and also add the ability to dynamically add multiple symbols to it you'll have a winner!
(I was going to ask for the same ability for adding symbols on the Portfolio page until I realized that multiples could be added by entering them in a comma-separated list.)
It's pointless to use this piece of garbage called the New Format. Over 11,000 votes have been recorded by users since Product Support began this asinine "gathering feedback" exercise, and little has been done to correct for Yahoo's inability to integrate the new format with Microsoft's miserable Internet Explorer 11 fiasco. Thus anyone continuing with this exercise is as simple-minded as the product developers who insist on continuing it; and if you are on the development team, throw the garbage out; if you are a user, walk to either the Nasdaq or some other working portfolio.
One of the stocks in my portfolio is a penny stock.Prior to the change the daily pps of this stock were accurate throughout the day. Now it is ONLY accurate for a few seconds after a refresh. It then reverts to "0" , which skews all of the Totals of the entire portfolio.
It makes you wonder how so many computer geniuses working at Yahoo could stuff up such a simple thing as a portfolio for shares….is this the amateur hour or what????
Robert S Fried commented
I agree... the current system is overly cumbersome. For example trade date fields use drop down boxes rather than reading open date fields.
The reordering function never worked in the mode where one is supposed to place a line number in a box and hit enter to move an entry. Do that and the entry is deleted. The very strange handle grabbing works but is sometimes very slow. In long portfolios while you can move something down to the bottom holding the grabber and hitting down arrows with the other hand you can't go all the way down with a 64 bit AMD machine... the arrow keys won't move the page. You have to let go of the handle to move the page down. Not so on Intel machines.
If after making several edits and then add a stock all edits are lost... so you have to remember to add stocks first or it's trouble.
Adding stocks from outside add edit puts dates of 1969 rather than the current day as a default. Inconsistent and changing a 1969 date to a more recent date can be annoying with the date drop down fields.
All this can be avoided using the simpler open box stock adding removing and moving function of the old system. That was very easy and fast to use. The current system is just very clumsy, seems to be written by someone who just found out about linked lists. In the old system the data followed the symbol's order. In this system there is another layer allowing virtual sorting by field that no one needs. It's not worth all this hassle to be able to sort fields. Someone who doesn't use the portfolios seems to think the new system is better. It really isn't from a user's point of view.
Another minor problem is with the edit reorder add edit links: when I select one of them the whole bunch collapse into a little pile. I have to select the drop down arrow for the links to unpile and then they work. Who wrote this stuff?
Plus I still can't read any of my portfolios except on the uk site.
Even with all this complaining these now difficult to use portfolios are the best there is on the internet.
How in the world are you supposed to edit your portfolio????
David Burns commented
Am I the only one that can't edit my portfolio in Google Chrome? I have to open my Yahoo page with IE, make the edits and return to Chrome. I have used Yahoo as my homepage for YEARS but, if you can't fix the problems with using the portfolio with Chrome, I'm gone.
Bob Pollsen commented
It used to be that there was one big box that you could easily add or delete or move the symbols to another order location within the box. That was much easier than trying to number them or move them, especially in a large portfolio. I finally gave up & just have it automatically sort newly added symbols alphabetically. Any chance that we can have that "old" way back again?
Yahoo Product Support: We, the users, do not object to new features. But, you are eliminating functions that we have used for years, that are essential to the individual investor. Add whatever you like, but leave the original core capabilities in place. It is obvious that Yahoo does not understand how much better Yahoo Finance was, than ANY OTHER SITE! Market Watch, Google, Seeking Alpha, and all the others are junk compared to Yahoo Finance (as of a week ago). Why do you aspire to mediocrity?
Boyd Kelly commented
Need to import ofx and/or csv files from Google Finance, Intuit and others.
Frank Giambalvo commented
Real simply enhancement that I would find very, very helpful ...... I have many portfolios that are very large (50 or more) and were created before the major change in Yahoo portfolio management about 1 1/2 years ago. On most portfolios, the new entries are positioned LAST in the view. Therefore, I often have to reorder my new symbol entries so that they appear at the bottom. It would take forever to re-order all my legacy portfolios so that new entries are FIRST in the list. In order to perform this re-order efficiently, I first have to shrink the screen size, scroll the new symbol down multiple times and then finally re-size the screen back to my normal size. How about a setting for each portfolio so that the placement of each new symbol is selectable (Top or Bottom) ????
I do not like the idea that I have to click a tab to see information in my additional folders. I should be able to see the information that I use in the column.
Other shortcuts could be that I don't need, could be moved into another section, and collapsed.