Finance
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7251 results found
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own
being able to add multlple company options including multiple strike prices along with descriptor notes. could do this under old version using lots. lost this functionality
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My Protfolio Stats: Currency allocation
I like in "my protfolio" the overview/stats, but i miss next to "dividend", "sector allocation" and "asset allocation" the "currency allocation".
In general, the portfolio statistics are rather minimal. A little more deep dive options would be appreciated.
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% of Total
A holdings' % value of the total portfolio would be very helpful in analyzing/managing my holdings. I can sort by holding value to see holdings in descending order, but a simple % of total would be very useful!
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2.0 beta is an embarrassment for Yahoo. Time to either fish or cut bait!
Either fix it quick or go back to the tool that wasn’t broken but you decided to fix anyway.
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Plots
Plots window shouldn't be a set size. Adding the ability to scroll or be user defined so that all indicators set up can be selected would be better.
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New Portfolios - Column Ordering by % Change
New Portfolio Combined $ and % Column Order by %.
In My Portfolios Classic - Day Change $ and % as well Total Change $ and % values are in separate columns and one can order the Portfolio (i.e. high to low or reverse) by any value heading. In New Portfolio Day Change is combined with $ and % as is Unrealized Gain/Loss $ and % and the column can be ordered only by the $ value and not the % value - a must have for viewing lots of daily portfolios. Can the columns in the New Portfolios be… -
RSI (Relative Strength Indicator)
RSI (Relative Strength Indicator)
I couldn't find a RSI tracking option when looking at my portfolio (such as PE Ratio or Div Yield). I find this variable a valuable tool/indicator when screening for undervalued stocks. Any chance you can add an RSI option. I am aware i can find this within the Advanced Chart option but i would prefer to rank my portfolio vs the stock itself TIA
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Please provide options for untick sold counters so that portfolio looks cleaner
Please provide options for untick sold counters so that portfolio looks cleaner
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add pe/cf
can you add pe/cf as many other portfolio trackers have it and its a common metric
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Thoroughly debug new software before locking users into it.
I'm unable to add new stocks to my Yahoo Finance portfolios.
When you feel the need to create a 2.0 version, please either maintain the original as well, or thoroughly debug the new version before putting it into play.
Thank you.
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Do not validate number of shares to be positive in new version of portfolio functionality. It ruined it for me entirely.
Do not validate number of shares to be positive in new version of portfolio functionality. It ruined it for me entirely.
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Just quit.. Don't try .. You guys don't have it
You keep making everything worse.. Just because you have a "job" doesn't mean you are doing something useful.. You are not relevant..
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Portfolio 2.0 open/closed positions
Good that Portfolio 2.0 helps track open/closed positions. But there should be an option NOT to display closed positions. Otherwise the list could get longer over time
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Return to portfolio 1 for Holding page
Return holding page to portfolio one or make a second holding page like one
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Re: that piece of garbage new My Portfolio Page introduced in August 2024
It's Sept 2 2024 and after a massive number of very vocal negative complaints that are all suddenly deleted, I see that you finally rolled that POS back to Portfolio 2.0.
That was not far enough.
Roll it back to BEFORE Portfolio 2.0 ... that was the most useful, most functional, best version. Everything you did after that, starting with the horrible Portfolio 2.0 "improvement" has been pure garbage. -
Ability to rename the accounts.
I like the idea of a central location to view various Brokers and Accounts. Especially the Transactions is helpful. Being able to enter trades, through an online User Interface to various Brokers would be awesome addition in the future!
On the negative, I cannot easily identify the accounts. The, "Label," is populated with my Broker's name and takes up all the space. I'd rather just see the last four digits of the account.
I really like the idea though, of 2.0. One big blended Portal for Finances. Awesome idea!
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Update Crypto Data in a Timely Way after Day ends at Midnight UTC time
BTC-USD Data not showing for Sept. 1st just after midnight UTC time, which is the day change over for BTC-USD. There is also no blank line in place of the missing data, which is misleading.
You should at least be showing the blanks for that date or it appears that there is not data for the date, which is FALSE. Ideally you should fix crypto, so you don't have to have data blanks when the day changes. Can that be done? If not, why not? I would be good if you would respond rather than just indicate "Reviewed." It's more…
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On the Holdings summart graph, when adding comparisons the scale of the graph is incorrect and the selection is not persisted
For example when comparing my portfolio performance to the S&P 500 (^GSPC) and (Nasdaq (^IXIC) for the YTD, my portfolio grew 44% - on the graph both indexes appear to have grown close to 50% where the actually only grew 23.5% and 26.2% - I believe they are just scaled incorrectly.
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Technical indicators repeatedly disappear
Technical indicators repeatedly disappear
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Portfolio export does not contain Sell transactions
Trying to create a model export csv file with a dummy portfolio to import all my transactions in my real portfolio, but the export contains only Buy transactions. There are no Sell transaction so I don't know how to add them in the csv file.
- Don't see your idea?