Finance
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969 results found
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Change cash recording
I don't like how Cash is accounted for in the 2.0 portfolio. I will now have to add in each individual dividend rather than a total cash position
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Would like to be able to record my options transactions....
Please include a feature that will enable recording option transactions, i.e. buying and selling calls and puts.
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New portfolio feature with cash positions is missing a CRITICAL feature.
I like the Portfolio BETA from yesterday which introduces cash positions to Yahoo Portfolio. Automatically adding dividends has a big error though. I need to be able to set the withholding tax rate to dividends. I live in the country where we are taxed 15% on dividend income automatically in broker account, so if a company ABC pays a quaterly dividend of $1, I actually receive to my account $.85 . Please add this feature where I can set a withholding tax rate otherwise all the cash idea (a GREAT idea) is useless.
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The format on my portfolio quotes seems to have changed. The new format has very small print and is difficult to read. Is there a way to
There is a new format on my desk top portfolio quotes. The print is very small and the format difficult to read. Is there a way to return to the old format?
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Portfolio 2.0 closed positions
Portfolio 2.0 I'd like to hide simbols of closed positions
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New finance layout is horrible. Slow, missing features on charts. Go back to old layout.
New finance layout is horrible. Slow, missing features on charts. Go back to old layout. How many complaints does it take before you acknowledge you have made a huge mistake?
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for portfolios
allow edit of transactions. This will save time so i do not need to create a one and delete the old one.
This is also important to allow cash $$$Sweep to be updated.
Allow us to switch back to portfolio 1. -
for portfolios
allow edit of transactions. This will save time so i do not need to create a one and delete the old one.
This is also important to allow cash $$$Sweep to be updated.
Allow us to switch back to portfolio 1. -
Portfolio 2.0 Cant delete
My portfolio 2.0 no longer appears on web, but I can see it on Android. Kinda pointless considering now I need to redo my whole portfolio since I can't add lots on mobile. And since I can still see it on my phone, its messing up my total holdings.
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Where is my portfolio? Please don't tell me you deleted it!!!!!
Where is my portfolio?
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Track Preferred Stocks
I'm invested in several preferred stocks but I can not track them in Yahoo finance. Any plans to add them?
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change currency
Please fix "My Portfolio" (Total) so that I can change base currency to my local currency instead of USD.
[This issue was posted and 'reviewed' by your team last month and is closed for comments, but there is no solution visible! Please advise what to do!]
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multiple items
The New Portfolio system needs alot of work by comparing it to the original portfolio system.
1) Number of clicks to make a change - The original portfolio system allowed 1 click to be able to change data in the portfolios. The Portfolio 2 system makes you perform 5 clicks and you must put in a date.
2) the save button is a nice feature, but can you allow people to turn it off so it can automatically save the data, just like the original portfolio system.
3) Suggestion: I like the dividend tab, but can you provide a feature… -
Allow Portfolio Import of 'Low Limit' and 'High Limit'
Import 'Low Limit' and 'High Limit' to Portfolio.
I tried to import these as columns with each of my holdings into a new 'Yahoo Finance Import Portfolio'; they didn't register. It would be valuable to have the ability to upload limits or alerts. Perhaps this is already available and I cannot find the method?
Regards,
E. Ryder -
Revert to prior format of portfolio listings
Upgrades seem to have just been implemented. Revised font is harder to read and makes easily distinguishing certain characters difficult, e.g. differentiating '5' from '6'. Also print file sizes of portfolio listings are more than 10 times larger than usual (this has happened a number of times before and is usually fixed after a few days).
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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…
- Don't see your idea?