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23 results found

  1. Portfolio2.0

    Portfolio 2.0 not showing up in web version of finance..how to revert to original?

    3rd ranked

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  2. 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

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  3. 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

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  4. 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

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  5. 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…

    11th ranked

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  6. 13th ranked

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  7. 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

    14th ranked

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  8. 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

    15th ranked

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  9. 19th ranked

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  10. 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

    26th ranked

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  11. 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…

    26th ranked

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    This 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!

  12. Portfiolo 2.0

    Please allow a return to previous portfolio format. The 2.0 version is confusing and unworkable. I have tried editing and changing and it remains an impediment to my investing. For years your site was helpful and it's less than unhelpful.

    31st ranked

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  13. Portfolio Format needs SIMPLICITY and LOOK!

    The new format to add new transactions etc. may be wanted by some but it is VERY UNFRIENDLY and NO LOOKS at all. Please go back to the old format and I got so annoyed that deleted it entirely. Perhaps you s need some one who THINKS OUTSITE THE BOX ! I am trying to be objective and constructive!

    31st ranked

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  14. Original Portfolio

    This 2.0 version of the Yahoo finance is totally sub-par. Please bring back the original. This does not compute the dollar amounts per lots. Also, this version does not allow you to see all the lots as I have 17 + lots on one fund. This is a total inconvenience!!

    31st ranked

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  15. Total return

    In iPhone Yahoo Financial App, I can only see total gains, but no total return. Is it possible to add total returns besides total gains?

    31st ranked

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  16. Where are there instructions for converting to and using Portfolio 2.0??

    I made the huge mistake of trying to switch over to Portfolio 2.0. I tried to use it by switching over my ETrade account for starters, only to discover I apparently have to manually fill everything in, including dates I purchased shares, how many and at what price. This would be extremely time-consuming as I own quite a number of stocks. How do I switch back, as now my daily holdings total is minus my ETrade account? Where are there instructions? This switch over would just take too long, unless there is something I don't understand -- and can't find…

    31st ranked

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  17. Lost all My info - Please Add Notes

    Lost all My info - Please Add Notes

    48th ranked

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  18. Export Link 2

    Export link in Portfolio2 does work as it did in the original Portfolio with the quotes.csv, only the new download csv name changed to portfolio.csv My success at stock trading funs my local food pantry. . Thank you programmers!

    48th ranked

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  19. News articles in the Following list

    I'm looking at the list of stocks that I am "Following" currently. Up until today, the list also included a listing of news on all of the stocks in my Following list. But now, there's no news articles listed at all. Please correct this.

    48th ranked

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  20. Revert back from Portfolio 2.0

    Revert back from Portfolio 2.0

    48th ranked

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