Go back to the original portfolio
Letting me use the original version of Yahoo Finance would help me a lot. I have multiple monthly paying dividend stocks in 4 accounts. 9 of the monthly dividend stocks are in 2 accounts, one is in a DRIP plan and I add up the dividends from the other account each month and manually enter them into my choice of the dividend stocks. Also my cost basis is all wrong, I bought most of my stocks in multiple lots, Port 2 wants a date and it posts the price from that date which never matches what I paid.Next, on the dividend tab, my monthly dividend stocks showed up a being paid quarterly. Port 1 let me update the quantity and cost easily as each dividend came in, and adjust it when I manually reinvested my dividends. Last is the cash balance. Port 2 deducted cash for each of the stocks at the wrong values. I had to make an entry to get my cash value out of the hole and back to zero, and then add my actual cash balance. I would pay a small amount to go back to the old version!
Steve Kahn
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