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. 6th ranked
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      Gathering feedback  ·  18 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
    • 3rd ranked
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        Gathering feedback  ·  34 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.

        32nd ranked
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          Gathering feedback  ·  3 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

          9th ranked
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            Gathering feedback  ·  20 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.

            53rd ranked
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              Gathering feedback  ·  0 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.

              80th ranked
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                Gathering feedback  ·  2 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.

                89th ranked
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                  Gathering feedback  ·  0 comments  ·  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!

                  123rd ranked
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                    Gathering feedback  ·  2 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.

                    89th ranked
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                      Gathering feedback  ·  0 comments  ·  Default Summary View  ·  Flag idea as inappropriate…  ·  Admin →
                    • 140th ranked
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Sign Out Does Not Work

                        The Sign Out button does not work.

                        196th ranked
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                          Under review  ·  2 comments  ·  Holdings  ·  Flag idea as inappropriate…  ·  Admin →
                        • WHERE ARE ALL MY HOLDINGS?

                          MY FUNDS ARE SPLIT INTO MINE, MY WIFE, MY DAUGHTER AND MY MOM. WHERE ARE THEY

                          196th ranked
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                            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

                            196th ranked
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                              2 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

                            • 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.

                              10th ranked
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                                Gathering feedback  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Wants ability to edit / create additional custom columns

                                allow "symbol" column to appear twice, one on extreme left and other on extreme right

                                307th ranked
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                                  Gathering feedback  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • 275th ranked
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                                    0 comments  ·  Holdings  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Your old format was MUCH clearer and easier to edit. This new format STINKS.

                                    Your old format was MUCH clearer and easier to edit. This new format STINKS.

                                    307th ranked
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                                      0 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 307th ranked
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • not updating price all wrong WTF

                                        not updating price all wrong WTF

                                        307th ranked
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                                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Make my summary columns customizable

                                          Make my summary columns customizable. Include "Notes" column in customization

                                          307th ranked
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                                            Gathering feedback  ·  0 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
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