Finance
9 results found
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Portfolio2.0
Portfolio 2.0 not showing up in web version of finance..how to revert to original?
3rd rankedWe're addressing this issue.
For now, you can access your portfolios via https://finance.yahoo.com/portfolios
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Portfolio 2.0 is a Disaster
A week or two ago I received a message from Yahoo Finance asking me to upgrade to Portfolio 2.0 since you were no longer going to support the old release. As soon as I upgraded, I lost significant data, including the dates and amounts of various purchases and sales. In addition, the portfolio doesn't even add correctly. It doesn't include 12,000 shares of SPY in the $$ total and it says I have a negative $6M cash balance. Worst of all, you won't even allow me to convert back to the old portfolio format. I know you still support it…
8th ranked -
Please get rid of Portfolio 2.0
I've used yahoo finance for 20 years — portfolio 2.0 is unusable. I need to find something else!
It puts the ticker symbol over the chart now. The open close, high low, vol, etc. is horizontal — it takes longer for my eye to look across vs. look down. I don't know what the abbreviations all are. It shows N/A unless I hover over a data point! What are you thinking? Why make this so unusable.
It puts a "Plots" window over the ticker with Vol. under. But if I close that window, I can't find out how to do…
7th ranked -
What do you want from me?
How can I edit my Yahoo stock portfolio? I want to add the number of shares for each stock, but I am unable to do so. The title "SHARES" does appear at the top of my portfolio, but I am unable to enter any figures into my portfolio in that column.
13th ranked -
zero cost
I want to add buy transactions at zero cost in portfolio 2. I prefer to handle reinvested dividends in this way and could do so before, but portfolio 2 now insists on a non-zero value. There is no reason not to allow zero cost but the transaction save button is disabled if it's zero
18th rankedWe're working on it! Zero-cost transactions will be supported soon.
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Front Page Bug?
I converted my watchlists to portfolio2.0 but now, none of my lists show up on my front page? It's Blank- ugh. Tried everything I could find on the limited tools available. What gives? Seems like a bug to me. Thanks! -User
10th ranked -
Portfolio 2.0 pages load too slowly, runs sluggish. I've tried it several times over the past month and it is always sluggish.
Make pages load faster. It currently is sluggish compared to previous version.
15th 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…5th ranked -
It Would Great If We Could See Our Cash Holdings At Top Of Our Portfolio Pages?
CAN'T SEE CASH AT TOP OF PORTFOLIO PAGES?
I am trying the New Beta Copy Portfolio you have just released.
However after changing my daughters Portfolio over to Test the beta Copy Portfolio.
I added in the CASH, then Saved the portfolio, selected the setting to include Cash in portfolio totals, but you have not allowed us to see our Cash Holdings without having to go back and forth to [MY HOLDINGS], every time we want to check our Cash Holdings.
Then we have to Scroll all the way to the Bottom of our stocks just to see how much…
18th rankedThis is excellent feedback, Kev.
We're revisiting how we display Cash Holdings and hopefully you'll see some changes in the next product iteration.
Stay tuned and thank you for testing Beta!
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