Finance
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48 results found
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allow the "following portfolio" to be permanently deleted
allow the "following" portfolio to be permanently deleted
8th ranked -
New portfolio feature with cash positions is missing a CRITICAL feature.
I like the Portfolio BETA from yesterday which introduces cash positions to Yahoo Portfolio. Automatically adding dividends has a big error though. I need to be able to set the withholding tax rate to dividends. I live in the country where we are taxed 15% on dividend income automatically in broker account, so if a company ABC pays a quaterly dividend of $1, I actually receive to my account $.85 . Please add this feature where I can set a withholding tax rate otherwise all the cash idea (a GREAT idea) is useless.
6th ranked -
Currency per Holding in Portfolio
In my Canadian-based Portfolio, I have several stocks that are purchased and displayed in USD. Can we have an option to assign currency to specific stocks so that the total is properly displayed in our Portfolio?
12th ranked -
us Treasure price
very good
132nd ranked -
Dividend Transaction Editing
I'm loving the Portfolio 2.0 Beta. The dividend feature is really helpful and exactly what I was looking for. Even though the dividend transactions are accurate 98% of the time, sometimes there are duplicate transactions or some error in a reported dividend. However, currently, there is no option to edit the dividend records.
1. Please let there be an option where users can edit the dividend transactions after they have been automatically added to the dividends tab or let users add them manually also.
2. Can you please add a feature of yield on cost wherever applicable?
3. Option for…19th ranked -
Beta Portifolio 2.0
Guy, just a feedback for you. Amazing job regarding BETA experience Portifolio 2.0. I love it Congratulations.
19th ranked -
On the portfolio page place the balance and days gain lower in the heading.
Place the portfolio balance and days gains lower in the box so we can see more of the portfolio without continually scrolling. Even using the compressed view it is not possible. Or place balance and days gains right above the portfolio holdings. thank you for considering. Using the compressed view it is impossible to see both simultaneously.
27th ranked -
Do not move to the new Portfolio tool. It was designed by idiots.
Do not move to the new Portfolio tool. It was designed by idiots.
27th ranked -
view overall performance
Previous aggregators like yodlee standalone - were able to provide an overall view of my overall portfolio. This includes performance, diversification analysis, etc. I have two broker accounts, several mutual fund accounts and there is no way to view them all together. WIthout that I cannot replace other existing solutions, like Personal Capital
27th ranked -
Mutual funds
Why most of the mutual funds are not available...?
Its hard to track who portfolio without mutual funds
here are few that are missing
FIDELITY CANADIAN GRTH CO CLASS SER F FID654
FIDELITY GLOBAL INCOME CLASS PORTFOLIO SER F FID2682
FIDELITY GLOBAL INNOVATORS CURRENCY NEUTRAL CLASS SR F FID6009
MACKENZIE BLUEWATER CDN GROWTH BAL FD SR F MFC09044th ranked -
Improve new portfolio format, add total holding, correct day and total gain and loss % and $
Yahoo finance is by far the best tool to monitor stocks and I have been using it since it introduction. The recent Beta version of portfolio is great because it has buy and sell and cash options, but is very annoying and I have stopped using it because.
The Cash Holding, Day Gain $ and % and the Total Gain $ and precedent, don't look right, it does not makes sense to me, or I don't understand. The old format showed the current total portfolio value, and the correct day and total $ and % gain or loss. Please bring…
44th ranked -
132nd ranked
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ETF’s Dividends not showing
The new beta portfolio does not indicate dividends for ETF. I use a lot of ETF’s that pay dividends but currently it is not indicating the dividends or the fundamentals like dividends forward rate
44th ranked -
Yahoo Finance Portfolios Aggregate Value I need to customize
Dear Yahoo Finance. I have several sub portfolios and some of them are authentic to what I own and some are just for my research or other family members. and I dont want to include them all in your grand total. Could you create a setting where I can choose what is in your aggregate Total?
44th ranked -
Why are you sending me "My portfolio is up/down" message before mutual funds even settle for the day?
You are sending the daily message about my portfolio before mutual funds settle for the day. Can't you wait?! Makes it 100% inaccurate every day.
44th ranked -
Set an alert for all stocks in my portfolio at once.
I'd like to be able to easily set a push alert for every stock in my portfolio to notify me if any one of them changes by 10%.
132nd ranked -
auto-update sort
it might be nice to have an option to make the portfolio order always up-to-date. e.g. if i sort by the change %, as the table numbers are updated in real-time, the highest percentages should automatically move to the top. This should be an option, because it might not always be useful.
132nd ranked -
Please Add ADNOC L&S, listed in Abu Dhabi Securities Market (ADX) in UAE
ADNOC Logistics & Services (ADNOC L&S), listed its shares on the Abu Dhabi Securities Market on Thursday 1st of June 2023, following an IPO. Its symbol is not to be found on yahoo portfolio page.
132nd ranked -
how can i create a new portfolio pl explain the procedure
how can i create a new portfolio pl explain the procedure
132nd ranked -
Introduce entire portfolio analysis
It may all be in paid version, which I think is not available in Poland or Luxembourg but... Portfolio tracking, with performance, benchmarking, scenario testing for the entire portfolio not just individual securities, would be good reason for me to upgrade to paid version. Also manual addition of securities, which you don't follow with either automatic data download from external source or manual input of daily prices.
132nd ranked
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