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!

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  1. My Portfolios dropdown no longer sorted

    Previously you were able to set the position of a a portfolio within the selection dropdown. Now you cannot. For those having multiple portfolios please allow them to select the order of the portfolios in the dropdown.

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      Gathering feedback  ·  1 comment  ·  Default Summary View  ·  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 →
      • Please go back. Liked old version much better

        Please go back. Liked old version much better

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          Gathering feedback  ·  457 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • change portfolio view

          When changing portfolios, maintain the previous view. A user typically wants to review the same information across multiple portfolios, and having the view always change to the Summary view is annoying.

          133rd ranked
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            Gathering feedback  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 19th ranked
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              Gathering feedback  ·  50 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • % from 52 week high is important for buyers

              % from 52 week high is important for buyers. Graph doesn't give that info.

              155th ranked
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                Gathering feedback  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Put stock dollar value back individually!!!

                Whats the stocks current value $

                210th ranked
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                  Gathering feedback  ·  0 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.

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                    Gathering feedback  ·  15 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • I need trade dates visible! Have to go into My Holdings and cannot even see the year!

                    For purchases before computers, this is the only place I have my trade dates stored. Went into My Holdings and the year is truncated off. Just see a 1 or a 2....for the century.

                    115th ranked
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                      Gathering feedback  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 13th ranked
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                        Gathering feedback  ·  107 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • How to add a new portfolio

                        I see that "add a new portfolio" is at the bottom of the portfolio selector dropdown but I only found it after much navigation. If you have a lot of portfolios you'll never find the "add" item. Add/edit portfolios should be listed at the top of the portfolio table.

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                          Gathering feedback  ·  0 comments  ·  Default Summary View  ·  Flag idea as inappropriate…  ·  Admin →
                        • 1st ranked
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                            Gathering feedback  ·  3407 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Too slow to function properly

                            Please improve performance of website portfolio viewing. This could be done by removing ads if necessarily, posting any images using gifs or progressive jpegs or eliminating any extraneous or unnecessary or least used functions. Please help as I am so frustrated with the new functionality ; I will most likely stop using yahoo finance all together. Solution: Bring back the old ways and make improvements slowly, testing all the way, getting customer feedback in a timely fashion to better satisfy customers.

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                              Gathering feedback  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Improvements are great, but this is diminishing returns. Streaming quotes not working, can't see as much in a column.

                              Fix streaming quotes. Change fonts so I can see more in a column - like it used to be.

                              How about just scrap the "improvements".

                              592nd ranked
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                                Gathering feedback  ·  0 comments  ·  Loading / Latency  ·  Flag idea as inappropriate…  ·  Admin →
                              • how to edit columns on portfolio view? I don't need volume or intraday high low. I do need cost per share and total % and value gained.

                                Also the columns don't line up - for example # shares is under the volume column. I was happy with how the screen used to be. On the New View screen, have chosen all the options that I wish to see but they do not show up on the portfolio screen. I'm afraid there is a serious level of incompetency here. Sorry

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                                  Gathering feedback  ·  18 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • why is there no place to include investor fees?

                                  If you're going to change the format--why don't you include instructions on how to input all of the ADVANTAGES of the old version that this ****** one does NOT include??????????

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                                    Gathering feedback  ·  2 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

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                                      Gathering feedback  ·  12 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 42nd ranked
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                                        Gathering feedback  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 80th ranked
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                                          Gathering feedback  ·  12 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Give us the choice to use the old version or the new version

                                          This is my second request. Also I have made a fer views and want to delete a few and the sight keeps refusing to delete the vie and tells me to try later days have passed and i still cannot delete and views!!!

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