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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!
3 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.

 

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