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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  • My feedback
  1. I much prefer the original model, this is very spread out, hard to edit, hard to read.

    How can i get the original version back? Please email me.

    14th ranked
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      Gathering feedback  ·  57 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 1st ranked
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        Gathering feedback  ·  3407 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Put an icon to edit the darn portfolio

        Where is the edit icon for my portfolio???

        21st ranked
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          Gathering feedback  ·  43 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 13th ranked
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            Gathering feedback  ·  107 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 20th ranked
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              Planned  ·  57 comments  ·  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

              83rd ranked
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                Gathering feedback  ·  12 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
              • 109th ranked
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                  Gathering feedback  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Can't access any of my portfolios as of 1/13/2017

                  Can't access any of my portfolios as of 1/13/2017. What have you done? This is terrible! It worked yesterday 1/13/2017 but has been giving me trouble for several weeks and now it does not work at all. All I get is the message "Hmmm... the page you're looking for isn't here. Try searching above." Am I the only one having this trouble??? Yahoo Finance used to be reliable. Now it does not work at all. Message boards are messed up, quotes unreliable, can't view portfolios. Total disaster.

                  30th ranked
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                    Under review  ·  44 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Please go back. Liked old version much better

                    Please go back. Liked old version much better

                    2nd ranked
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                      Gathering feedback  ·  457 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • return to old version

                      this version does not contain gain /loss history since purchase.

                      27th ranked
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                        Gathering feedback  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 3rd ranked
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                          Gathering feedback  ·  74 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Return to the old format!

                          Come on, guys and gals...the time isn't changing, when I refresh, I have to reorder my stocks alphabetically, etc., etc. This is the Amateur Hour! Why Oh Why did you ***** up something that was working perfectly well. No wonder the company is going down the drain.

                          60th ranked
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                            Gathering feedback  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Order of the export data of a given portfolio does not match.

                            Provide the csv data in the same order as the portfolio !

                            55th ranked
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                              Under review  ·  17 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • I need the ability to enter, view, and edit different lots of the same holding separately, because retirement non-retirement accounts

                              I have 2 mutual funds and 1 stock that must be tracked separately for tax purposes. Retirement vs non-retirement accounts. Can't do that with current version.

                              51st ranked
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                                Under review  ·  14 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Custom view columns don't show any data

                                Since my custom view no longer existed, I created a new custom view with all of the same columns (except CHG&%CHG and GAIN&%GAIN) are no longer available, so I used four columns for those rather than the previous two columns.

                                The following custom columns selected don't show any data;

                                Price paid
                                Shares
                                Market value
                                Total Gain/Loss
                                Total Gain/Loss %

                                Once again. Yahoo dumps **** software on it's users when what you previously had was almost working.

                                4th ranked
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                                  Planned  ·  132 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Bug? When I click on a symbol it does nothing. Used to go to page with specific info about that Symbol

                                  Have the option whether to consolidate lots. We used to be able to see each lot individually on main screen. Now all consolidated as one unless we click further to see.

                                  66th ranked
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                                    Under review  ·  16 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 53rd ranked
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                                      Gathering feedback  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • I can't even begin to list all the things I use that are broken with this interface

                                      ok, first it is a total mess, visually. It does not have critical info that we need to see in a portfolio, like positions. Hello? The revision is totally brain-dead, you don't even seem to know what it was you were revising!!!!!
                                      I can't use this new interface at all. You can no longer be my homepage.
                                      issues;
                                      1- not very readable.
                                      2- no positiions, what's the point of a portfolio listing if it doesn't have the positions? That's the WHOLE POINT!!!!
                                      3- no templates- no way to control the order and parameters I want to see for each "position"…

                                      5th ranked
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                                        Under review  ·  28 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • This change has made Yahoo Finance Portfolios useless.

                                        You removed most of the editing functions. Cannot even add the number of shares or the purchase price of a stock. Even the Google Finance Portfolios are now better and they were not very good. Change is not always better. Go back to the old portfolios and improve the editing capabilities and the flexibility and you will have a really good program. I am going elsewhere.

                                        6th ranked
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                                          Under review  ·  19 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • stop changing portfolios - they are all screwed up---go back please

                                          stop changing portfolios - they are all screwed up---go back please

                                          58th ranked
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                                            Gathering feedback  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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