Finance Portfolios

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If you feel the same way others do, please vote up or support an existing “Idea” rather than posting a new one. This way, we can more quickly understand how many users feel the same way and take action.

Based on feedback we’ve received from this forum, here are just a few changes we’re making:

1.) Allowing you the option to choose a summary view of your liking (for instance, a custom view you’ve created vs. the current default view that currently shows)
2.) Adding back the option to reorder lists alphabetically with ease
3.) Adding feature cues and relevant Help articles to walk you through navigating the new version
4.) Bringing back the Notes, Trade Date, and Lots columns for all views

The more specific the feedback we receive, the easier it us for us to improve Yahoo Finance.

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How can we improve Yahoo Finance Portfolios?

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  • Hot ideas
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  • My feedback
  1. Go back to the previous Portfolio performance view, this new one doesn't show red and green and give the total gains and losses.

    Go back to the previous Portfolio performance view, this new one doesn't show red and green and give the total gains and losses

    1st ranked
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    Gathering feedback  ·  1392 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. make my old portfolio an option

    New format is fun BUT
    add an option for the old format

    2nd ranked
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    Gathering feedback  ·  221 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 3rd ranked
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    Gathering feedback  ·  223 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. don't keep changing! Go back to classic view. How can I view the Asian Stock Markets likle I used to be able to do?

    don't keep changing! Go back to classic view. How can I view the Asian Stock Markets likle I used to be able to do?

    4th ranked
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    Gathering feedback  ·  28 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Reasons why Yahoo's new finance pages will never ever build a community like the old Yahoo finance pages did !

    Reasons why Yahoo's new finance pages will never ever build a community like the old Yahoo finance pages did !

    1. The new pages are very tiring to look at by the finance professionals' eyes.
    2. The new pages data is scattered all over the place, spaced out instead of spaced in to please the eye and save time, energy and increase productivity. .
    3. The new pages require 4-5 clicks just to look at something in detail, as opposed to old pages which showed the same data just with one click.
    4. The new pages waste a lot of…

    5th ranked
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    Gathering feedback  ·  43 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. This is totally BAD!!! I hate the day & 52 range bars - bring back old view

    This is terrible!!! I hate the day & 52 range bars - bring back the old view - I want to see the 52 wk % change!

    6th ranked
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    Gathering feedback  ·  33 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Where's all my notes I entered? All my info is gone!!

    Your new version does not have all my notes! Fix it! Bring back the old version. It works fine.

    7th ranked
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    Planned  ·  110 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. pleae get rid of these childish charts of day range..52 week range and day trade chart....put numbersinstead

    no charts needed for day range day chart and 52 week range...figures are perfect...these charts are so amateurish..it bafflles me how you come with these ideas

    8th ranked
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    Gathering feedback  ·  25 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Not impressed with new layout - i want to know current value of investment

    Give true values of current investment. The old layout was better but even then the current values were wrong

    10th ranked
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    Gathering feedback  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 9th ranked
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    Under review  ·  117 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. The new Portfolio service is a PHUCKING DISASTER.

    The new Portfolio service is a PHUCKING DISASTER. You can't even get the decimal point in the right place. UK£ gain/loss and market value, initially display correctly, but as soon as streaming goes live, the values get multiplied by 100. The fact that UK stocks are priced un GBp rather than £ is obviously causing the problem. If you are having difficulty solving this, I would suggest that you actually display prices in £ and let the user choose how many decimal places he wants. This would mean that a stock with a price of 315p would be displayed as…

    11th ranked
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    Gathering feedback  ·  20 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Go back 12 Mo. It was best then.

    Go back 12 mo to visit the best watch list!!!!

    12th ranked
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    Gathering feedback  ·  13 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 13th ranked
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    Gathering feedback  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Go back to the original view. Line charts for high/low less than useful, as is currency indicator. Old version easier to read

    Why do you believe a programmer should decide my preference for content? Your customers are the decision makers on content, the programmers should simply be enablers. Please stop making my choices for me.

    14th ranked
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    Gathering feedback  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. I can find no way to edit my portfolio holdings. Please go back to the old format, which was much more user-friendly.

    I can find no way to edit my portfolio holdings. Please go back to the old format, which was much more user-friendly.

    15th ranked
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    Gathering feedback  ·  30 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. show (and be able to edit) cost basis even if number of shares is zero

    show cost basis even if number of shares is zero

    16th ranked
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    89 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. portfolio news

    impossible to read the portfolio news in this new format. Bring back the old view. How many people have to scream this at you for you to listen?

    19th ranked
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    Gathering feedback  ·  25 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    19th ranked
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    Gathering feedback  ·  93 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    17th ranked
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    Planned  ·  148 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add an "edit portfolio" button to make it easier to do so.

    Add a big "edit portfolio" button to the options to make it easier to see how to edit.

    22nd ranked
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    Gathering feedback  ·  93 comments  ·  Flag idea as inappropriate…  ·  Admin →
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