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Yahoo Finance Portfolios

SOLVED
New 'Hoo

Yahoo Finance Portfolios

How do you change the share quantities of stock listed in the Yahoo portfolios?  Used to be able to go to a view type and then edit the share quantities.  Has something changed?

1 ACCEPTED SOLUTION

Accepted Solutions
Administratin' 'Hoo

Re: Yahoo Finance Portfolios

Hi @wcb8911 - Here are instructions for editing holdings in your portfolio:

 

Add a new symbol

  1. Sign in to Yahoo Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click Add symbol.
  4. In the "Find a Quote" box, enter one or more ticker symbols separated by commas.
  5. Press Enter.
    - The symbols are added to the list.

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.

Delete a symbol

  1. Sign in to Yahoo Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click Summary.
  4. Select the symbol or symbols you want to delete.
  5. Click Delete Symbols.
  6. Click Confirm.
If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
10 REPLIES
Administratin' 'Hoo

Re: Yahoo Finance Portfolios

Hi @wcb8911 - Here are instructions for editing holdings in your portfolio:

 

Add a new symbol

  1. Sign in to Yahoo Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click Add symbol.
  4. In the "Find a Quote" box, enter one or more ticker symbols separated by commas.
  5. Press Enter.
    - The symbols are added to the list.

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.

Delete a symbol

  1. Sign in to Yahoo Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click Summary.
  4. Select the symbol or symbols you want to delete.
  5. Click Delete Symbols.
  6. Click Confirm.
If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
'Hoo Recruit

Re: Yahoo Finance Portfolios

When I click on the delete option for a lot there is not a remove option that appears. Any thoughts?

Finance All-star

Re: Yahoo Finance Portfolios

@stamo - that is likely a browser issue. Make sure you are using a Yahoo supported browser. If you are then clear your web browser cache. I just tested it on Chrome and the Remove box pops right up.

 

Screenshot 2017-12-09 at 3.08.00 PM.png

New 'Hoo

Re: Yahoo Finance Portfolios

This works for the browser but is there a way to add lots in the app? Thanks!
Administratin' 'Hoo

Re: Yahoo Finance Portfolios

@Defender219 - Here is how to edit your portfolio on a mobile device:

 

Add a new symbol

  1. On the Home tab, tap the list you want to edit.
  2. Tap Add symbol.
  3. In the Search box, enter a ticker symbol.
  4. In the list below, tap the symbol you want.

Add lots

Android

  1. On the Home tab, tap the list you want to edit.
  2. Tap DETAILS.
  3. In the "Shares" column for the symbol you want, tap Add or the number of shares.
  4. If you're adding to existing lots, tap the Add icon Image of the Add icon..
  5. Enter information for the lot you're adding and tap SAVE.
  6. Repeat steps 4 and 5 to add more lots.

iOS

  1. On the Home tab, tap the list you want to edit.
  2. Tap My Holdings.
  3. In the "Shares" column for the symbol you want, tap Add or the number of shares.
  4. If you're adding to existing lots, tap Add Another Lot.
  5. Enter information for the lot you're adding and tap Done.
  6. Repeat steps 4 and 5 to add more lots.

Edit a lot

Android

  1. On the Home tab, tap the list you want to edit.
  2. Tap DETAILS.
  3. In the "Shares" column for the symbol you want, tap the number of shares.
  4. Tap the lot you want to change and edit the information as needed.
  5. Tap SAVE.

iOS

  1. On the Home tab, tap the list you want to edit.
  2. Tap My Holdings.
  3. In the "Shares" column for the symbol you want, tap the number of shares.
  4. Tap the lot you want to change and edit the information as needed.
  5. Tap Done.

Delete a lot

Android

  1. On the Home tab, tap the list you want to edit.
  2. Tap DETAILS.
  3. In the "Shares" column for the symbol you want, tap the number of shares.
  4. Tap the lot you want to remove.
  5. Tap DELETE LOT.

iOS

  1. On the Home tab, tap the list you want to edit.
  2. Tap My Holdings.
  3. In the "Shares" column for the symbol you want, tap the number of shares.
  4. Tap the lot you want to remove.
  5. Tap Delete lot.
  6. Tap Done.

Delete a symbol

Android

  1. On the Home tab, tap the list you want to edit.
  2. Tap the symbol you want to delete.
  3. Tap the Followed icon Image of the followed icon..
  4. Tap the Followed icon Image of the followed icon. for the lists where you'd like to remove the symbol.

iOS

  1. On the Home tab, tap the list you want to edit.
  2. Tap the symbol you want to delete.
  3. Tap Following.
  4. Tap the Followed icon Image of the followed icon. for the lists where you'd like to remove the symbol.
If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
'Hoo Recruit

Re: Yahoo Finance Portfolios Can't edit

I use Chrome , but also tried this on Edge and yes I cleared my cache.  No matter what I do - summary, click on symbol it never comes up with remove.  How hard can this be in 2018 to just put an edit button or a  delete button??

Administratin' 'Hoo

Re: Yahoo Finance Portfolios Can't edit

@bfallona - You will need to click on the checkbox to the left of the symbol (not the ticker itself) and the trash can icon will appear above the portfolio:

 

If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
'Hoo Recruit

Re: Yahoo Finance Portfolios Can't edit

In setting up my portfolio, certain stocks will not set up; shows in the add, but does does not transfer up; out of 16 listings, 12 worked well, but four will not; what  do I do?

Sam

'Hoo Recruit

Re: Yahoo Finance Portfolios Can't edit

Thanks