Portfolio2.0
Portfolio 2.0 not showing up in web version of finance..how to revert to original?
Agent Contrast
shared this idea
We appreciate your feedback regarding the new portfolio view. Our product team has reviewed these suggestions are is working on implementing changes. One thing we are implementing is a collapsible dock in the portfolio view so you can view more holding data.
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Jan Shuster
commented
So you reviewed it ?
What are you going to do about all the complaints?
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Jan Shuster
commented
I agree that portfolio 2.0 sucks in too many ways to enumerate.
I want the legacy portfolio view back !
Why are you not willing to listen to your customers ?
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Teddy Harris
commented
Disaster. Horrible idea. If it is not broken it does not need to be fixed.
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Neil Lindstrom
commented
How do I revert to the old system
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Bill Chambless
commented
clicking the link provided still revers to 2.0! Please allow us to go back to the workable version.
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James M. Marquardt
commented
I'm leaving Yahoo Finance, where I have been since the 1990s, and taking my portfolios to Empower. I cannot believe Yahoo Finance was this st*pid to make this change.
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Reina Schuldiner
commented
Can't edit stock reversal..................so sad Looking elsewhere
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Ryan Y
commented
There are so many obvious flaws it is ridiculous. It is so cumbersome to enter positions particularly option positions. You also can't even edit existing positions. 2.0 is just terrible with zero benefits over the legacy version.
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Bill Cox
commented
Agree,opened my app to find 1/3 values gone , upgraded to 2.0 .Values off ,transactions wrong ,money market price off.
This is not good.
Only thing I Iike is the charts -
Michael O rourke
commented
I am seeing similar problems often times it shows a positive dollar amount in the change for the day and the negative percentage. Obviously those can't be right at the same time. Now today the amounts of stock purchased are showing incorrect as well as the purchase price of those stocks. This makes the portfolios particularly useless.
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Sergiu $
commented
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mike cooper
commented
I agree, a disaster. Lost info and cant go back. I'm now looking for another portfolio management system other than Yahoo.
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Larry Heinrich
commented
I have only tax free accounts portfolio2 is not needed please keep the original as an option.
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Bill Chambless
commented
Has anyone found an alternative site? I'm disgusted withe portfolio 2.0!
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Anonymous
commented
Yahoo is a great service that I would happily pay for to keep all the features of the last 20 years. Even the original portfolio I still use they are now trying to break?
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Thomas Weaver
commented
i like the old version. i don't need graphs and all the busyness. I would rather pay a small fee for the old version. other wise i going to google or microsoft finance. you WERE the BEST. don't ruin it. TWeaver
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Thomas Weaver
commented
the old version was better. the new version is much too busy. I don't need all those graphs. I'd rather pay for the old version than adapt to the new, not too much but some. otherwise I'm going to google or ?
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Timothy D. Rulon
commented
As of about May 01, 2024, any portfolios with cash entries ($$) show up as completely erroneous calculations such as -100% total gain. This applies to both the original and 2.0 versions of portfolios.
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Robert S Fried
commented
I converted several portfolios to 2.0, and they showed losses of millions of dollars in the my portfolio view. The reason is you changed how you handle $$cashholders adding a column that assumes the value shown in cost per share can be multiplied by the number of shares to give a net invested. The logic in basic was that if the $$cashholder number of shares was its dollar value, the cost of the cashholder was shown in the next column. So for things like annuities or bonds or CD's one could put in what its basis was and then number of shares as its current dollar value. In 2.0 that doesn't work at all and there is no way to use $$casholder as a place holder. That's a disaster for me. I spend hours cleaning out the effect of the 2.0 system, plus the editing is extremely tedious in 2.0.
Also, you had a banner saying you could use $$cash to hold cash in 2.0 as if it was something new. It didn't work. You have to use anything but $$cash - like $$IRA or $$401k - anything but the word cash.
I think there are probably a lot of users who might like the tedium of adding in dividends, trades and so on. 2.0 is good for them. I spend enough time editing my Yahoo portfolios and I want something reasonably simple. Give people like me the option to stay with what you call basic and let those who want the other bells and whistles go to 2.0.
I request the ability to revert to what you call basic.
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Kevin Mccarthy
commented
Another re-design by people who don't use the pages they're re-designing. I suggest the people at Apollo hire these types for their own important programming.