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. 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…

    387th ranked
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      Gathering feedback  ·  0 comments  ·  Incorrect data or errors  ·  Flag idea as inappropriate…  ·  Admin →
    • 387th ranked
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        Gathering feedback  ·  0 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
      • When creating a view, why must SYMBOL be in column 1?

        I'd like SYMBOL to be in column 5. Or 3. Or 7. Or whatever.

        290th ranked
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          Gathering feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 239th ranked
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            Gathering feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 49th ranked
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              Gathering feedback  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Go back to the view that we have always had. That includes COST of your investment, therefore the profit or loss in that investment

              Also need to be able to have multiple lines for the same investment. For example I own the same stock in different accounts. The new view consolidated them all together which now makes it VERY tough. THe old view was MUCH better than the view that was just change a couple weeks ago. If it doesn't go back, I will use another service, and I have used YAHOO for MANY years now

              36th ranked
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                Gathering feedback  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • make my old portfolio an option

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

                158th ranked
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                  Gathering feedback  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • 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  ·  158 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • The high and low limits that I set were the reason that I liked the portfolio view. I also used the notes extensively and that is missing.

                    The high and low limits that I set were critical to my portfolio management, as were the notes that are missing

                    85th ranked
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                      Gathering feedback  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 85th ranked
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                        Gathering feedback  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add back "Notes" and 1 Year Target Price.

                        "Notes" field is important to track actions to be taken and to track cumulative gain/loss.

                        Target Price provides an important benchmark in evaluating when to sell.

                        85th ranked
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                          Gathering feedback  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Replace the notes functionality

                          The one line note capability of the previous version was invaluable. If it still there somewhere; where?

                          2nd ranked
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                            Gathering feedback  ·  176 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • No way to turn streaming quotes OFF!!

                            Old format portfolios had "Streaming Quotes ON/OFF", but NO WAY to disable streaming with new portfolios!! Please FIX this.

                            Occasionally, old format shows up and MY Streaming is STILL set to OFF, but not used by new portfolio format.

                            Also What do the little Blue or Red pointers mean on the stocks day range? No apparent relation to whether the last tick was up or down!!

                            24th ranked
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                              Gathering feedback  ·  13 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • No field to add commission??

                              The commission field is missing???

                              197th ranked
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                                Gathering feedback  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Events Calendar

                                Events/Earnings calendar ( http://finance.yahoo.com/calendar/ ) should provide filtering functionality to select stocks, markets.
                                There are too many issues on the earnings calendar.
                                I (we) cannot browse those long lists.
                                I believe most people want to see info specified by markets, especially U.S. markets.

                                334th ranked
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                                  Gathering feedback  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Stop logging me out! I don't care about your security I don't want extra steps to protect nothing just leave me bleeping logged in!!!!!

                                  Stop logging me out! I don't care about your security I don't want extra steps to protect nothing just leave me bleeping logged in!!!!! OH y the way I am logged in. When I hit your feedback tell your stupid programmers to figure it out.

                                  451st ranked
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                                    Gathering feedback  ·  0 comments  ·  Loading / Latency  ·  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.

                                    18th ranked
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                                      Gathering feedback  ·  21 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • I think you should ADD three fields in the Portfolio - 1- What if ? and 2 - Total What if and 3 - Diference between What if and real

                                      I think you should ADD three fields in the Portfolio - 1- What if ? and 2 - Total What if and 3 - Diference between What if and real

                                      451st ranked
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                                        Gathering feedback  ·  1 comment  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add back shortcuts, retain settings, and improve navigation.

                                        Loss of functionality. no shortcuts to news, charts profile etc. Cannot seem to get two indicators to show or to stick. Navigating back and forth between the watchlist and more data (charts, news), there is no continuity. You are back at the top of your list, plus you've lost your indicator comparisons when you return to charts, you've lost your indicators, time setting for charts etc.

                                        451st ranked
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                                          Gathering feedback  ·  0 comments  ·  Custom Views  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Update the dividend payment dates

                                          Please update the dividend payment dates

                                          148th ranked
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                                            Gathering feedback  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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