Finance
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19 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…
4th 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…
5th 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.
7th 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
12th rankedWe're working on it! Zero-cost transactions will be supported soon.
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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.
13th ranked -
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
13th 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…15th 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…
25th 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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portfolio and positions
on the old portfolio i was able to see how much % and $ amount buys and sells were up and down to current price. it allowed better information when buying and selling into and out of positions. please bring that function back. new 2.0 is going to make me look for other options.
also, 2.0 does not keep track of money made or lost after a position is closed.37th ranked -
Stop new portofolio 2.0! Doing less is more!
Why the new portofolio 2.0? Doing less is more! Have a look at google, content is way better than UI! People come here for data, nothing els
37th ranked -
Get rid of Portfolio 2.0
Portfolio 2.0 is a disaster !
37th ranked -
Portfolio 2.0 is a messy protracted view taking up too much screen space for expanded recaps.
The messiest and worst feature of Portfolio 2.0 is in the Expanded view. They inserted 3 lines of programming commands after each stock heading, that interrupt viewing the details of your stock. Worse yet, they insert those 3 lines after EVERY STOCK. The original view show the stock and details together, uninterrupted, and you could click somewhere else if you wanted to made/add changes. I want the original version back!
37th ranked -
gelete portfolio
want old finance
37th ranked -
Portfolio 2.0 Not Good
Portfolio 2.0 is a clymonkuliclid. Definition: Another bright idea that no one asked for. As we say on the ranch, "Make it simple, stupid. There are 4 options when creating a new portfolio in 2.0. How about adding a 5th: I don't want Portfolio 2.0.
37th ranked -
COPY AND PASTE TO A NEW PORTFOLIO
I want to be able to transfer ONE or MORE holdings from an existing portfolio to a new portfolio by simply COPYING AND PASTING all columns. It's exhausting to TRANSFER some holdings in order to classify them, for instance as SOLD, or as a separate category..
59th ranked -
Return to portfolio 1 for Holding page
Return holding page to portfolio one or make a second holding page like one
59th ranked -
How are stock splits incorporated in portfolios?
How are stock splits incorporated in portfolios?
59th ranked -
Security
With 2.0 Yahoo is collecting considerable confidential information. How much risk is there related to a data breech? What steps has Yahoo taken to protect the confidentiality of the user's personal information?
59th ranked
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