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Portfolio

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New 'Hoo

Portfolio

In my personal portfolio, once I have added the stock symbols I can't find how to add the no of shares held . Help please
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Administratin' 'Hoo

Re: Portfolio

Hi @Nick57 -

 

Here is how to edit lots in your portfolio:

 

Add lots

  1. Sign in to Yahoo Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click My Holdings.
  4. For the symbol you want to add a lot to, click Add lot or Add another lot.
  5. Enter information for the lot you're adding in the data fields (the info is saved automatically).
  6. Repeat steps 4 and 5 to add more lots.

Edit lots

  1. Sign in to Yahoo Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click My Holdings.
  4. Click the rightward pointing arrow next to a symbol to show its lots.
  5. Change the information for each lot you want to edit (the info is saved automatically).

Delete a lot

  1. Sign in to Yahoo Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click My Holdings.
  4. Click the rightward pointing arrow next to a symbol to show its lots.
  5. Mouse over the area to the right of the "Notes" for the lot you want to delete and click the Delete icon Image of trash icon. that appears.
  6. Click Remove.

 

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