Finance Portfolios

Welcome to the Yahoo Finance Portfolios Feedback Forum, the place where you can make product suggestions and provide feedback. We’re always trying to improve our products and use your feedback to inform changes.

We recently launched a new version of Yahoo Finance Portfolios for desktop so let us know what you think!

To post a new idea, type your idea into the search bar below and select “Post a new idea.” To review and vote on existing ideas, type your idea into the search bar or look below to filter ideas by trending (Hot), recent (New), and most votes (Top).

Note: this forum is not monitored for support-related issues, so if you need help with a problem or have a question, please visit our Yahoo Finance Community Support Forum or Help Site.

How can we improve Yahoo Finance Portfolios?

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  1. 2nd ranked
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      Gathering feedback  ·  110 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
    • What you had was super. This new portfolio doesn't group like metrics together. Please go back to the old portfolio, thanks.

      What you had was super. This new portfolio doesn't group like metrics together. Please go back to the old portfolio, thanks.

      4th ranked
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        Gathering feedback  ·  16 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 7th ranked
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          Gathering feedback  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Go back to the old version. This one is too complicated and has too much data/

          Too complicated and too many data points. Go back to the old version. It had verything I want and need.

          9th ranked
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            Gathering feedback  ·  4 comments  ·  Default Summary View  ·  Flag idea as inappropriate…  ·  Admin →
          • 1st ranked
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              Gathering feedback  ·  99 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Is there a tutorial on how to use your new portfolios? I spent a long time trying to put my symbols in order.

              Publish a detailed tutorial on how to use your portfolios. They are unusable in the new format.

              15th ranked
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                Gathering feedback  ·  8 comments  ·  Holdings  ·  Flag idea as inappropriate…  ·  Admin →
              • Portfolio News section is now woefully incomplete.

                It is only showing news for the first portfolio position if the news is older than an hour.

                19th ranked
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                  Gathering feedback  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 23rd ranked
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                    Gathering feedback  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • I NEED TO BE ABLE TO GROUP TICKER SYMBOLS TOGETHER, EVEN IF SOME ARE REPEATED.

                    Yes I can go into my holdings to track different lots, but I need to be able to group ticker symbols by account, NOT SYMBOL. Additionally, I need to flit back and forth between several views to see all of the info I need. I just got my screen set up the way I wanted it in the OLD VERSION, and you guys wipe out all my work and now I can't track my separate ACCOUNTS. I need to track ACCOUNTS via the GROUPING of symbols, not the SYMBOLS themselves. STILL USELESS! You're screwing up my ability to make decisions!

                    35th ranked
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                      Gathering feedback  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Download vs. Export function

                      For years I've used the "download" feature to update a spreadsheet I depend on to track my investments. You've deleted that feature and the "Export" feature provides only incomplete data -- not even my entire portfolio. Stop messing with things just because you THINK you've nothing better to do. Now I will have to find some other source of the information I need and stop using Yahoo.

                      24th ranked
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                        Gathering feedback  ·  5 comments  ·  Exporting / Downloading info  ·  Flag idea as inappropriate…  ·  Admin →
                      • Bring over ALL data from previous format.

                        GO back to previous version or I'm sure many people will go to another platform

                        6th ranked
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                          Gathering feedback  ·  26 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
                        • 57th ranked
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                            Gathering feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Custom View Gone

                            Although I like the updated view, I wish you kept y custom view I created. It took me some time to have it the way I like it and now I have to re-create it. Also, I would prefer the Portfolio Value with the Day Gain and Total Gain to be a smaller non-scrolling window so you can have that information as well as some select stocks which you're watching.

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                              Gathering feedback  ·  1 comment  ·  Default Summary View  ·  Flag idea as inappropriate…  ·  Admin →
                            • 92nd ranked
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                                Under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 94th ranked
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                                  Gathering feedback  ·  0 comments  ·  Holdings  ·  Flag idea as inappropriate…  ·  Admin →
                                • how do I edit cost basis?

                                  I need to edit my cost to keep track of my trailing stops

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                                    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                    Thanks for your feedback.

                                    We discontinued our transactional portfolios (which included cost basis info) in November of 2015. We apologize for any inconvenience this caused you.

                                    We’ll inform our Product Team of this suggestion.

                                    Thanks!
                                    Finance Support

                                  • should remember and allow you to set a default view

                                    should remember allow to set a default view

                                    182nd ranked
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                                      Gathering feedback  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • another great Yahoo change

                                      you have destroyed such a useful tool. If it aint broke, dont change it. Its obvious that who ever redesigned this is not an investor or a trader.
                                      You should go back to your old format, it worked and was easy to use.

                                      I guess its time to move on and find a new home. You guys really suck

                                      125th ranked
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                                        0 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
                                      • please put back the old book trading value....used to be on the left at the top when looking up a stock!!!!!!

                                        Please do not put so much info on one page....you need a magnifying glass to read daily high and lows ....really stupid....!!!
                                        I prefer the old format...easier to read and more simple.....

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                                          Gathering feedback  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Why does the format keep changing? I preferred the old view. Also, with the new view the daily gain/loss does not refresh without reloading

                                          Daily gain/loss does not refresh without reloading the page. Equities do refresh continually, but not the daily value does not. This must be an oversight on your developers.

                                          Also, I find that refreshing the equity view often defaults to the Finance.yahoo.com home page - this is very frustrating!

                                          168th ranked
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                                            1 comment  ·  Holdings  ·  Flag idea as inappropriate…  ·  Admin →
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