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. 1st ranked
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      Gathering feedback  ·  75 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 2nd ranked
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        Gathering feedback  ·  67 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
      • 3rd ranked
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          Planned  ·  63 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Or, at the very least, give us some warning so we can print out the old form and be able to recreate it.

          Also, some columns with the same names show in one of your new views, but not in one I tried to recreate (Price Paid, Notes). What gives?

          4th ranked
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            Planned  ·  16 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

            5th ranked
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              Gathering feedback  ·  22 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.

              6th ranked
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                Gathering feedback  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • The old format works. This format doesn't

                Risk data is wrong ... decimal points in wrong place ... what else is wrong.
                Download/export scrambles the order. Old format did not. Makes it hard for using the download in a spreadsheet.
                Can't find a place to easily rearrange entries in a portfolio.
                Can't maintain portfolios (arrange/rename/delete) en masse.
                Can't view all my portfolios ... the list is too long.
                Some entry fields don't work ... I enter a symbol, click on enter, and nothing happens. Could just be very slow response time.

                What's good about this when everything I look at or do is compromised.

                7th ranked
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                  Gathering feedback  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • go back to what we are used to. I can get info on one page instead of three

                  Last system was easier to use and I could get all info on 1 page

                  8th ranked
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                    Planned  ·  5 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.

                    9th ranked
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                      Gathering feedback  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Bring back the annualized gain/loss column. Overall the new format is inferior to the older format. Why do you insist on changing formats??

                      I use the annualized gain/loss column as an important component of tracking my portfolio. In investing your percentage gain on an annualized basis is very important.
                      As a result of the recent changes to the finance section I have now moved to another site to track my investments.
                      I would like an option to revert to the prior version for portfolio tracking. Can you do this??

                      10th ranked
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                        Planned  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Give us users the option to use the old version (like you do for the email interface)

                        Give us the option to use the old version (like you do for the email interface).....PLEASE!

                        11th ranked
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                          Planned  ·  14 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • How to select a default portfolio view other than summary

                          I don't find any way to select a default portfolio view. In the past a default view could be selected. I think under the old Manage All, or Edit links a default view could be selected.

                          Both of these links are gone and not much currently exist in settings.

                          So now if a custom view is created, it can't be selected as default, so when moving between portfolios, the summary view is shown.

                          It wasn't broken, now it is.

                          12th ranked
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                            Planned  ·  22 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 13th ranked
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                              Planned  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Return to old format that worked perfectly. This stinks

                              Return to old format that worked perfectly. This stinks

                              16th ranked
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                                4 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
                              • 15th ranked
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                                  Under review  ·  11 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 17th ranked
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                                    Planned  ·  1 comment  ·  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.

                                    14th ranked
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                                      Gathering feedback  ·  8 comments  ·  Holdings  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 18th ranked
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                                        Gathering feedback  ·  4 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.

                                        19th ranked
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                                          Gathering feedback  ·  2 comments  ·  Default Summary View  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Did you really have to take up 25% of the horizontal space with the equity names??

                                          Are you under the impression that those who own stocks don't know what their symbols are? Where are the post- and pre-market prices and volumes? Where are...oh, ****, just put it back and ask next time what people want/need!!

                                          20th ranked
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                                            Planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
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