Finance
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969 results found
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portfolio total
I have multiple portfolios that I'm tracking. Is there a way to see a total line, from all the portfolios?
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Annual performance should include dividends and realized profits/losses
Annual performance graph makes no sense and doesn't seem to take realized profits and dividends into account. Right now it looks like my portolio has made a loss, while in reality I have realized profits and dividends that brings me well into positive numbers. My realized gains are bigger than my current portolio loss, but this is not reflected in the graph.
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Display all data
CAT, Catepillar stock is not showing dividend information. All others show full data.
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Unwanted audio
I've used Yahoo Finance to track my portfolios for more than 20 years but I'm strongly considering dumping you because of the stupid, force-fed ads I've started getting in the last month or five weeks. It's not the video that's the issue, though I'd prefer not to get it. It's the audio. I mute it and 30 seconds later it's back. Why do you want to do this to me? You do know that there are many sites to track portfolios, right? I don't need you. I like you, that's why I'm here. But I don't need you.
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how do you delete beta portfolios in yahoo finance it is causing my Yahoo app to provide erroneous total gain $ amounts.
Provide an easy method to delete beta portfolios.
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beta portfolio export/import
One might reasonably expect that export of a beta portfolio followed by importing it would re-create the original portfolio. However, the import created a non-beta portfolio with a completely incorrect valuation, and a loss of all transaction information.
Please allow export/import of a beta portfolio. This will also permit more advanced users, after examining the export file format, to create a new (beta) portfolio via file import, avoiding laborious manual entry.
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Cash management on Beta
Hi, I love the cash management on beta and it is probably tested against a new portfolio. However, on the old version I use the currency exchange function to track my USD, IDR, and HKD balances and it works just as well to track my total portfolio in SGD. I can also add my option gains and cash portion of my cash covered calls/puts as currency transaction. The cash management function cannot capture the exchange rate gain/losses and cannot export the values from my currency transaction, hence the total portfolio value is no longer reflected with the cash balance. This…
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Import brokerage transactions older than 365 days
When importing a portfolio from an external brokerage (in my case Chase), transactions older than 365 days are not imported. As a result, the cost basis, percentage gains/loss are not reported in my holdings, which makes the portfolio feature less interesting. It would be great to have the option to import all transactions from the external brokerage.
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It Would Great If We Could See Our Cash Holdings At Top Of Our Portfolio Pages?
CAN'T SEE CASH AT TOP OF PORTFOLIO PAGES?
I am trying the New Beta Copy Portfolio you have just released.
However after changing my daughters Portfolio over to Test the beta Copy Portfolio.
I added in the CASH, then Saved the portfolio, selected the setting to include Cash in portfolio totals, but you have not allowed us to see our Cash Holdings without having to go back and forth to [MY HOLDINGS], every time we want to check our Cash Holdings.
Then we have to Scroll all the way to the Bottom of our stocks just to see how much…
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please have total dividend earned per stock in "EDIT VIEW portfolio section"
Please have total dividend earned per stock in "EDIT view portfolio section" so it is visible and you dont have to go under my holding to see dividend returns per equity.
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save transaction cash in beta
I loved the idea of cash management in Beta.
However when I tried to "Add Cash Transaction" under "Total Cash Holdings", the "Save transaction" button is greyed out no matter how I keyed in the data.
Is this a case of Beta bug?
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Split
Stock split will automatically update if you have a linked brokerage account on your portfolio. Otherwise, you may need to manually update your portfolio to reflect the changes.
It is better if non linked portfolio will update automatically. -
Stock Missed Profit Indicator
Many Stock Investor and Traders follows Stop loss 20% down from Purchase Price. However, hardly any one realized Missed Profit aspect. What if stock purchase at 100 and reached 150 in next few months, later it start falling to 120. From viewers stand point its 20% profit but actually its 30% missed profit. Such Missed Profit % besides each purchased stock in Portfolio act as an alarm to exit from Stock.
. Trust me, Its simple to introduce and unique in nature. It will keep Stock Portfolio app on edge. Not even any prominent App have it.
Function Name is …
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Various Option premiums are being shown at the underlying equity price???
Fix the pricing of Options so they reflect the pricing of the Call/Put Option and not the current price of the underlying equity. Refreshing the page doesn't help this problem.
I'd attach a .jpeg/.pdf here but this process doesn't seem to allow attachments. :(
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Transition (COPY) current yahoo portfolio to Beta new portfolio
If someone has prior older version yahoo portfolio - can you simply make it easier to transition to new B portfolio - and please improve accuracy of dividends. also need option select which portfolio to be added together as to show combined returns (with dividend) and without dividend returns.
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dividend tracker
It would be great to have a portfolio dividend tracker with, if possible, interactive features such as a line/bar chart that shows monthly dividends. The current Beta version portfolio only shows dividends per line but not at the aggregative level by month.
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Portfolio percentage
Please add a column in the portfolio holdings, to view the percentage weight of individual stocks to the overall portfolio
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Why is my portfolio changing positions?
I just reset my portfolio a few days ago and the portfolio several times while I was moving the stocks/etf's.
Yesterday, I noticed most of the stocks/etf's changed positions again. Why is this happening?
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tutorial
Is there a tutorial on how to use "My Portfolio," including how to add or delete purchases, or even entire portfolios ?
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extend dividend "amount per share" to four decimal places (BETA)
in BETA portfolios, please extend dividend payout to four total decimal places
e.g., PHX pays a quarterly per-share dividend of 0.0225; this is reflected accurately on the quote page which shows an annual dividend of 0.09 total (0.09 / 4 = 0.0225)
However, dividends were just paid and the BETA portfolio's dividend payout "amount per share" shows 0.0230 and thus the overall dividend payout is overstated.
It's extra odd that the "amount per share" shows 0.023ZERO, so you have the extra decimal place visible and available, but for some reason you're still rounding the dividend amount up prior to payout...any…
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