Subject: Bug Report – Excluded Portfolios Still Included in My Holdings Cost Basis and Market Value

Hello Yahoo Finance Support Team,

I have encountered a potential calculation bug in Yahoo Finance on the desktop web version.

When I exclude a specific portfolio from the overall holdings calculation, the exclusion appears to work correctly in the total holdings section.

However, under the My Holdings section, the cost basis and market value of individual stocks still include positions from the excluded portfolio.

This creates inconsistent portfolio calculations and makes it difficult to accurately track my actual investment exposure.

Expected behavior:
When a portfolio is excluded from the overall holdings, its positions should also be excluded from the aggregated cost basis and market value in My Holdings.

Actual behavior:
My Holdings continues to include the cost basis and market value of positions from the excluded portfolio.

Could you please investigate whether the exclusion setting is correctly applied across all portfolio aggregation modules?

Thank you.