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.

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  1. 3rd ranked
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      Gathering feedback  ·  35 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.

      10th ranked
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        Gathering feedback  ·  5 comments  ·  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 →
        • 6th ranked
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            Gathering feedback  ·  18 comments  ·  Custom Views  ·  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

            • 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 →
              • 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 →
                • 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 →
                  • 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 →
                    • 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 →
                      • 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 →
                        • 85th ranked
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                            Gathering feedback  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Detailed View of Portfolio stocks - Bring it back & enhance. allow user to chg graph duration

                            Detailed View of Portf withGRAPHS of YTD or 1yr duration is USEFUL. Bring Back
                            (1-2 day view does not helpful for investors only day traders

                            ADD the feature of being able to state prefernce in setup or (less pref'd) on the single graph itself

                            the old stock fundamentals were helpful; and could be enhanced or expanded.

                            The NEW PORTFOLIO PAGE CHGS ARE HORRIBLE ALSO. but this is about the old Detailed View by each stock of entire Portfolio.

                            Please give us back our market info. Its not very sophisticated or informative in the new way

                            57th ranked
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                              Gathering feedback  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Showing trends on intraday and YTD graphs

                              How about showing trends on the intraday and 52 week range graphs by coloring them either green indicating an increase or red showing a decrease. Not sure if that will look good because there's already so much that's red and green.

                              I love the new summary view compared to the old one. Really cool. Keep up the good work.

                              229th ranked
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                                Gathering feedback  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • sorting

                                Sorting by symbol is not kept.
                                Have to Resort bys ymbol every use

                                85th ranked
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                                  Gathering feedback  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Please don't have lots automatically expanded in My Holdings

                                  Please don't have all stock lots expanded on opening My Holdings. Keep them collapsed and let us expand when we want to. If you have multiple lots of many different stocks it takes an inordinate amount of scrolling to see your gains/losses with all the lots expanded.

                                  123rd ranked
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                                    Gathering feedback  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Hate the graphic elements in the columns. Please give us back the numeric values in all columns.

                                    Please go back to the old version. The graphic elements in the range columns are useless--too small to see, and I can't copy them into my spreadsheet. At least please give us the option to keep the old view.

                                    179th ranked
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                                      Gathering feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 43rd ranked
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                                        Gathering feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 33rd ranked
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                                          Gathering feedback  ·  13 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • How can I delete a portfolio. I go to settings and delete and it won't !

                                          Please please give me back the old version for yahoo finance portfolio set up. I can't adjust to the new one and will otherwise find another company than yahoo to work with me stocks. joanfirestone@juno.com

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                                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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