Finance
654 results found
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Editable columns
Ironic how new changes can result in poor features. Why can't I change or add views? Multiple transactions of the same stock I can no longer see the monetary increase in value just the % gain for each transaction. This should be editable.
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Portfolio 2.0
Obviously this was change for the sake of change. Bad plan, Yahoo. I'll be looking elsewhere.
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conversion to portfolio 2.0 doesn't work
There does not appear to be any way to create a 2.0 portfolio from a current portfolio. If you create a 2.0 portfolio, there is no way to import the previously exported 1.0 portfolio into the new one.
Better still, there ought to be a way to convert an existing portfolio into 2.0 directly.
When you expand a current portfolio, randomly it will suggest you use 2.0, but when you click thru and name the new portfolio, it doesn't have a create button, so you can't actually do anything.
You say you are obsoleting the current portfolio version, but you… -
How do I get back to the previous Portfolio version. Version 2.0 is not for me. Poor roll out as well.
One day in, and Portfolio 2.0 is no longer of benefit to me. I found the screen that I could scroll through all my holdings for a quick view of the day’s gain and losses by company very helpful. I don’t see it in 2.0. How do I go back to the previous version? If that’s not possible, I will delete my holdings and no longer use this as a tool. Sometime’s if it ain’t broke, don’t fix it.
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export
Just tried exporting a portfolio 2.0 portfolio and I notice that it does not include all transactions but instead only the most recent share lot. I've been modelling splits as set/buy pairs to track when they happen but these transactions are lost in the new portfolio 2.0 which is not great. What would be great is if the export included all buy/sell/split details and perhaps also dividends.
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i want to delete my portfolio 2 as it's messing up my totals and I can't find how!!!!!
Please tell me how to delete my portfolio 2!! It's messing up my totals!!!
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Make ex dividend dates/ pay dates an option to customize
Option to customize columns on my portfolio. Ex dividend dates and pay dates should be a custom option like the yahoo classic view.
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Option to hide/collapse chart and set default period.
Need option to hide or collapse the chart like mobile, also to set the default period. We as users hate being told what we want. Allow us to customize and make settings persistent.
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can you add the Bonk crypto Canadian ticker symbol.
can you add the Bonk crypto Canadian ticker symbol.
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portfolio ticker remarks needed
it should be possible to save short remarks for every ticker - without opening a position and directly on the PF overview page
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Portfolio 2.0 Notes
I would like to be able to put notes into my lots without having to add shares like in the basic portfolio. Making the shares and date required is annoying
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Filter closed postions
It's great to check the closed positions, but most of the time would be prefer to have them hidden
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My portfolio does not account for the total return of closed positions
It would be great that if I close a position my total gain does not go down
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the portfolio always comes up but the tracker almost never comes up
the portfolio always comes up but the tracker almost never comes up
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Move the portfolio totals on top of the portfolio. Currently you can't view the portfolio without scrolling from the portfolio view
Move the portfolio totals on top or bottom of the portfolio. Currently you can't view the portfolio without scrolling from the portfolio view
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Create legacy portfolio
Need to be able to create a "Legacy" Portfolio. Do not need or want 2.0. Will be looking for another service if this isn't offered soon.
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Portfolio 2.0
Portfolio 2.0 doesn't work on the Canadian site. I should've known better than to bite on the prompt. I'm ******
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have 2.0 total with other portfolios not 2.0
I set up a new portfolio - the 2.0 version.
The total will not add up with the 4 portfolios already in Yahoo finance.
I check the box to add 2.0, but nothing happens to make it total all 5.
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