Finance
18 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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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 -
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 -
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 -
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
8th 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.
14th 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.
21st ranked -
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The new portfolio doesn't allow you to reorder the stocks in it. Please add it back
23rd 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
23rd rankedWe're working on it! Zero-cost transactions will be supported soon.
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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…
23rd 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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Bring back the old portfolio manager and take the 2.0 to the train station!
Shitcan 2.0 and bring something back that is accurate with valuable info. 2.0 is a total train wreck! Not useful whatsoever!! Wrong values for portfolio totals! I hate it!!! If looking for a "build back better" portfolio manager we just found it!!
31st ranked -
Hello, how can I get rid of the Portfolio 2.0? It doesn't do what I want to do
Hello, how can I get rid of the Portfolio 2.0? It doesn't do what I want to do
31st ranked -
font for finance
In fonts used for financial data (numbers in columns), all numbers and ",." should have the same width. It looks terrible when numbers in columns are not aligned.
31st ranked -
Don't require entries such as dates, bring back original finance
The new finance requires a date before updating an entry. Don't require entries just allow us to skip items not needed.
40th ranked -
Bring back the ability to see as before...
Portfolio 2.0 is a new functionality that is not convenient in many ways... Bring back the ability to see as before... At the same time, improve the new portfolio... Otherwise, people will simply unsubscribe...
40th ranked -
Updated Yahoo Finance
I just wanted to send some positive feedback that I'm glad you're putting in effort to generally make Yahoo Finance better. I know you can't please everyone, and that you're still working on making improvements/fixes, but as a long-time user things are much better. One specific shoutout on vastly improving the quality of news articles. The old site news feeds was complete spam, while now there are actual new articles. Great job!
40th ranked -
change currency
Please fix "My Portfolio" (Total) so that I can change base currency to my local currency instead of USD.
[This issue was posted and 'reviewed' by your team last month and is closed for comments, but there is no solution visible! Please advise what to do!]
40th ranked -
Please add the dividend record of ETF 3001.HK
My portfolio is missing dividend records for 3001.HK. Please add these records.
This is important to me.84th ranked
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