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 $$ total and it says I have a negative $6M cash balance. Worst of all, you won't even allow me to convert back to the old portfolio format. I know you still support it because of still have some other portfolios using it.
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peter byvoets commented
it does not load consistetly. when it does it hangs up often, safari browser. cleared history no impact. all portfollios converted to 2.0 no difference.
st4ady degradation. alwasys a new problem.. need a competitor -
Danny Matthews commented
"Yahoo Finance is operated by Yahoo Inc. In 2021, Apollo Global Management", Inc. (NYSE: APO) acquired Yahoo. this tells us why they have said **** with the viewers, our data has been sold to Apollo Mgt. The new transaction function is worthless. Professionals came up with this? Glad they are not selecting my stocks.
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Robert S Fried commented
I agree. I tried 2.0 on one portfolio, and it screws up the cash management. I do NOT want cash to be some amorphous thing at the bottom of the portfolio that can only be seen when opening "my positions" That's childish. I have two portfolios in one and use $$cashlabel to hold cash. The only way I get this to work in 2.0 is to edit the transaction and overwrite the previous. That's a cumbersome workaround.
I see your request to "upgrade" to 2.0 as a threat. Whoever wrote the program clearly has only a limited understanding of how Yahoo portfolios are used and its "features" only cause problems.
I have other portfolios that use have dividend reinvestment and I don't want you making assumptions about what is going on with dividends. I just copy what my broker shows.
You need to allow people to use what you call basic porfolio and let people revert back to it. I want nothing to do with 2.0