Finance
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209 results found
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Allow users to combine portfolios.
Over time, I have moved to different brokerages for various reasons. As such, some portfolios in real life are merged. However, on Yahoo Finance, they are still separate. This makes managing transactions much more complicated because I have to jump between different portfolios. It should be relatively easy to program the ability to combine/merge portfolios together.
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Sold transactions
I tried to download the CSV of my enhanced Portfolio. I can see in the CSV only opened transactions. It completely miss all the "sell" transactions. I expected to see the closed transaction (sold) as "sell" in "transaction type".
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Please add a "< left" & "> right" scroll bar to top of portfolio list (like the bar at bottom)
Could you please add a left and right scroll bar at the top of the portfolio list like the "light blue" left and right scroll bar that is at the bottom of the portfolio list in "PC version" of Yahoo finance, or some other way to pan left and right in "Portfolio" mode. It is no problem to pan left & right on phone or tablet, but it is not convenient in PC mode without a touch screen. Perhaps "<" & ">" keys or ??? could be utilized. I have some fairly lengthy portfolio lists I follow and it is…
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Add COMPACT Option back to Holdings Summary/Custom Views
Now add back the COMPACT option to the Holding SUMMARY stock list view so that more data fits in the stock list table. Thanks for fixing and allowing for the DOCK CLOSE/OPEN feature to hide the markets active info box of US, Europe, Rates, etc.
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Add COMPACT Option back to Holdings Summary/Custom Views
Now add back the COMPACT option to the Holding SUMMARY stock list view so that more data fits in the stock list table. Thanks for fixing and allowing for the DOCK CLOSE/OPEN feature to hide the markets active info box of US, Europe, Rates, etc.
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BUG - No able to delete a symbol in Yahoo portfolio
January 9th 2025
I'm not able to remove a symbol in my portfolio.
The checkbox at left of the symbol in the Summary view are not there.
Now we are not able to complete a BASIC TASK in portfolio.I will repeat myself, I hate the idea to rebuilt the interface for application or service, especially when it works good previously and when you give the rebuilt job to a group of incompetent newbies developers. Yahoo Finance is sinking with this new interface.
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The last several days i have had so many issues with Charts :-(
Go back to the classic view
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Feature not a bug
OpenWeb is doing a terrible job monitoring comments. This is perhaps a feature, not a bug. Algorithm makes arbitrary decisions rejecting useful, fact-based comments and now will not even consider appeals. Falsely claims when I file an appeal that I'd already had an appeal rejected. Algorithm or disgruntled employee has shadow banned me.
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Glitches
Why does Yahoo have the same "glitch" problems all the way back 20 years.
Thanks69th ranked -
In a custom view of a portfolio, foreign exchange rates are only quoted to 2 decimal places .
In a custom view of a portfolio, foreign exchange rates are only quoted
to 2 decimal places but they are actually quoted in the market as 4 decimal places. It is annoying to have to go to a different screen to see the full quote.69th ranked -
In the portfolio view, make more of the holdings data be visible at the same time
In the portfolio view, I propose the following improvements:
1 Allow the total portfolio Holdings Summary to be displayed as a single line immediately above the column headers (i.e. below the line offering view options (Summary, Holdings, etc)
2 When scrolling down, keep “Holdings summary” and column headers visible at the top of the screen.
3 Allow the right panel to be closed to make more columns of the portfolio visible.
4 Add an option to have a “Compact” view, reducing the spacing between rows so more rows can be seen at the same time.
5 Make it so that…69th ranked -
Apple problem
Can't open portfolio stocks in Apple but can on a PC. Please support Apple.
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My own comments, ideas.
The enhancement format is not as good as the basic was unless you incorporate several of the old functions like condensed format so that more of my own portfolio format is visible. I liked cash being displayed as a line item in the portfolio. The side panel should be optional to show more of the portfolio if I choose. Just a few things.
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Trend line stick on mouse pointer...
I added a trend line on a chart. However, when I tried to adjust its angle, the line stuck and followed my mouse pointer everywhere on the diagram. It doesn't release my mouse. After refreshing the browser, I tried again. It happened again. What's going on? It's broken.
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FNMA and FMCC
Can you please do a full story about FNMA an FMCC? 2 of the largest companies in the world. Look at all the lawsuits, such as the one that was won by the shareholders in 2023. Look at the Net Worth Sweep and the hidden 11,000 documents that was "supposed" to be because of national security, I'm not sure how national security relates to housing finance? How they could be left in conservatorship for 17 years. Where did all the settlement money go from FNMA and FMCC winning lawsuits against the big banks for their role in the housing crisis.…
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Fix Performance View
I've been using Yahoo Finance for over 20 years and really enjoyed the Performance View in order to keep track of holdings, costs, gains/losses, etc. Ever since you removed the Classic Software in early December 2024 and switched over to the new version, this option is not working. It shows column headers but the actual stocks in my various Portfolio's do not display any values.
There are other issues and bugs that are present within the current Software version which worked correctly under the Classic Software.
Please fix these issues or risk losing dedicated users to move to other platforms…69th ranked -
Changing indicator colors on advanced chart
It took four attempts to change the color of the 21-day moving average line to green. I had given up but tried one last time by choosing the pencil for that moving average in the body of the chart. It finally worked. You can observe the TTEK chart in metz10. I have two moving averages. The 50-day is red.
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Correct the data
Do not combine portfolio totals. On yahoo finance the portfolio dividend income totals are not correct. I have 400 shares of JPM and it says I get $3K in income. Dividend is $4.60. I'll assume all are wrong. this is my primary investment portfolio all the others are watch lists. Plus need portfolio totals at the end of worksheet. Use autosum.
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Leave the stock symbols showing after collapsing the right chart panel
Having the stock symbols show would make it easy to change charts. The way it is now, the panel needs to opened each time to select a new stock to view.
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KLIP is missing TWO dividends under "Historical Data."
Scroll down to the dividends here...
You are missing KLIP dividends for today 12/30/24 and for 11/27/24. I did not check back further, but you should. The dividends are huge, so the data is going to be way off in the adjusted price column if not included. It will look like the ETF fell much more today than it did obviously. Thanks!
69th ranked
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