Finance
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969 results found
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Portfolio viewing
Put the portfolio totals at the bottom of the box so we can actually see the portfolio with the overall and daily totals. Or, give us the option to disable the diversification box as it takes up so much screen space it's more of a nuisance. thanks
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Link private holdings to equivalent public funds
Portfolios such as 401K accounts often have private funds that are managed for compliance purposes differently from equivalent public funds. Should be a way to provide an equivalent public fund or manually configure cost basis / allocations of funds. This feature has been very nicely implemented by Personal Capital for reference.
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go back to old layout
go back to old layout
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Option to mark paid dividends on ex-dividend date on portfolio
My broker does the dividend payments on ex-dividend date, it would be nice if there is a tick on when to mark the dividend as paid in my portfolio.
Also there is a small commission in terms of % that they hold on the day it arrives, if there would be an option to add it too would be perfect.
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Portfolio Holdings not being loaded.
I have two brokerage accounts feeding my portfolios... TD Ameritrade working fine. National Investor (Wealthscape Investor) not listing/loading holdings and not updating.
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Auto Track option
I use yahoo finance to track stocks for a given criteria. What I really need is that when I add the stocks to a folder, have it automatically track from the price of when I added it to the folder.
Been adding 1 share to a stock for 20 years, hoping that an option would be added to automatically track when I add symbols to the folder.
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Wendell Percival Cruickshank
sigmaslc
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Limiting Cash in Portfolio
Is there a way to cap the amount of cash in my portfolio? I want to limit myself to 10,000 USD, but I see if I go over this amount, my cash goes into the negative.
In simple terms, is there a way to turn off the ability to purchase shares with debt?
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See below
I've been using Yahoo Finance to track my portfolios for many years. It always was easy to edit a holding when, for example, a holding declared a dividend (which I always reinvest) - I was able to change the number of shares, the cost/share, etc. Now, I no longer am able to do that - I need to calaculate the numbers separately and then "Delete" the transaction & "add" a new transaction. if there isn't a simpler way, like the former system, I'll have to use a different portfolio tracking site.
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Alerts
I would like to have the ability to add notes to the price alerts. A price alert without notes is somehow useless
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I am using ”my Portfolio" to check different group of stocks. If you can make a short key to hide or extend each portfolio group, would be
I am using ”my Portfolio" to check different group of stocks. If you can make a "short key or arrow" to hide or to extend each portfolio group, would be convenient for people to track different groups of stocks. Thanks!
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Improve new portfolio format, add total holding, correct day and total gain and loss % and $
Yahoo finance is by far the best tool to monitor stocks and I have been using it since it introduction. The recent Beta version of portfolio is great because it has buy and sell and cash options, but is very annoying and I have stopped using it because.
The Cash Holding, Day Gain $ and % and the Total Gain $ and precedent, don't look right, it does not makes sense to me, or I don't understand. The old format showed the current total portfolio value, and the correct day and total $ and % gain or loss. Please bring…
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us Treasure price
very good
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Hi. How to copy a portfolio? Or duplicate a portfolio in Yahoo!finance? Please advise. Thanks.
In Yahoo!finance, how to copy a portfolio? Or duplicate a portfolio? Please advise. Thanks.
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My profiles are suddenly empty
My profiles are suddenly empty
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Interactive charts for Portfolio stocks
I see there is a small chart already at the top of the portfolio list. It would be great if we're able to have interactive charts on portfolio's performance with the market indices.
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Show each stocks market value as a percent of the total portfolio value
the major brokerage firms show each stock’s market value percentage versus the total portfolio value. This is useful for portfolio rebalancing. It should be a simple calculation: the numbers are readily available.
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RESTORE manual facility [notes] to options. please in portfolio creation headings
RESTORE manual facility "NOTES" to options in portfolio creation, please
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Change the day chart on the Summary Portfolio to a 1 year chart
Change the day chart on the Summary Portfolio to a 1 year chart. The day chart is useless since you already have the days range and the current price.
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