Cash tracking and transactions
Support CASH transactions and balances and then buy/sell transactions with trade fee for portfolios. This will allow customers to have a more accurate representation of their gains/losses.
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Anonymous commented
Put Dividend per share back the way it was, a column with Dollar amount of the annual Dividend.
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Anonymous commented
can you allow negative share amounts in the holdings view of stock entries??
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Anonymous commented
I also went to the contact us page to enter an email help request with this , but the help would keep giving me an invalid YID error but no way to enter in grayed box. My YID was correct
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Anonymous commented
in the holdings view of a portfolio, finance allows adding new lots.However, to track shares sold, a negative share lot amount is not accepted.
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Bruin Dave commented
This also applies to Day's Gain, which is very important to me. I increase and decrease the amount of my portfolio that's parked in cash depending on how I'm reading the market, and I always look at the Day's Gain to see how I'm doing relative to benchmark. For that to be accurate, it needs to include the cash in my assets for calculating the percentage gain or loss. It currently does not.
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Jan commented
I can not enter negative ( $$CASH ) I get a pop up message saying I need to enter an amount greater than zero.
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Anonymous commented
Dear Yahoo Finance, I followed your suggestion, went to (https://help.yahoo.com/kb/finance-for-web# and clicked "Contact Us", it gave me two options: Contact a Yahoo Specialist and See Product-related Help Articles. I've chosen the former, but it led to creation a new support case #00229004. I attached the requested screenshot there.
I also believe you can reproduce the situation by creating a portfolio, adding a symbol and creating a two lots under that symbol - one with a positive 100 shares and one with (-20) shares. You'll see what happens. Also place the mouse cursor on (-20), you'll see the message asking to enter an amount no less than 0. -
Anonymous commented
When I sell a part of a position, I used to account for it by entering a new lot with a negative amount of shares. Apparently this option was recently
prohibited, it asks to enter a positive number. Please return the possibility to enter a negative amount. -
Anonymous commented
I also noticed that.
Other bug, the day of the purchase and/or sale, the day gains are wrong, in the app they seem to work as supposed. In day gain shows as if the stock was purchased a prior day, in relation to the previous close rather than the cost basis. App does it right!
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Amitabh Chaudhary commented
When editing lots in "my holdings", I have a different note for each lot. When I press the garbage can to delete a lot, the lot is deleted, but the issue: the note from the deleted lot replaces the note in the next lot (which I did not want changed!)
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C Y commented
I used to used a lot with a negative number for number of a share \to reflect a sale, but it seems stop working recently. Without tracking the gain and loss, it becomes useless.
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Tyler Hannah commented
PORTFOLIO FEATURES - SUCH AS TRACKING DIVIDENDS RECEIVED SINCE PURCHASE OF STOCK. INCLUDE PORTFOLIO STATS AND CHARTS SUCH ASSET TYPE, SECTOR, ETC.
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Thunder1 commented
Cannot specify if a stock is being "bought" or "sold", only "bought"... need sell functionality to track portfolios with frequent buy/sell trades. This has NOTHING to do with cash positions.
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Tim Donnan commented
I'd like to see dividend values added automatically to $$CASH
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Alan Pearman commented
buy and sell position tracking for gains and losses and cash position linking to those positions would make this the go-to finance page. Google finance was the competition but their good portfolio tracker is no more so here is Yahoo's chance to excel. Let's be the answer for the investing public.
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Simon DeLaCruz commented
Please create this feature. This makes it possible to track value of a portfolio over time through changes.
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Alain Benzaken commented
I know you can enter $$CASH lots to track your cash, but there are 2 kinds of cash:
1. If I sold a stock and want the gain/loss to be included in my portfolio TOTAL GAIN (and %).
2. Cash that is just sitting in my account and has no impact on gain.There used to be a way to specify the Gain so that it is included in the Total Gain calculation. Please bring that back!
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RayO commented
just create a separate portfolio for each of your objectives: taxable, retirement and HSA. problem solved.
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Joe commented
I have separate taxable, retirement, and HSA holdings in the same security (same ticker symbol). These need to be, and should be tracked and displayed separately-- and not jammed all together as different lots of the same investment (which they are not). Your present Portfolios offering doesn't allow this -- although your previous Portfolios version did. Saying look under MY HOLDINGS is also not an acceptable or realistic alternative. Adding this flexibility when needed should be dirt simply for any competent programmer. Present Portolios is useless to me because of this flaw.
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Sweendoggy commented
This is absolutely necessary! Yahoo Finance should immediately implement this. In fact, I do not understand why this was not included to begin with.