stock portfolio percentages
I thought there was a feature--maybe it was the old finance version before 2.0, or maybe it was during the transition period, that I found very useful. While I have 4 different portfolios that I update, this feature worked on the main page, that showed the entire portfolio amount. But, it basically consoldiated all shares and holdings info for each stock or mutual fund. So, if I had APPL in my wifes 401k, my Roth, or traditionlal accts, and other APPL shares in regular accounts, on the main page, it would calculate (consolidate) all the shares and list them together. And, it would tell you the overall percentage of each stock in all the portfolios. This would be great to have, both for the overall consolidated portfolios, but also a great feature to have within the individual portfolios. So you know what percentage of each stock you have in the individual portfolios, and then also when consolidated---to help diversification or to better see where you might be over focused in one area. Thank you for your consideration.
Charles Preston
shared this idea
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AdminYahoo Customer Care
(Admin, Yahoo)
commented
You should be able to view this information by accessing https://finance.yahoo.com/portfolios and clicking the "My Holdings" option. If you are not currently seeing this option, I suggest that you clear your browser's cache and cookies, then try to access the previous link again.