Portfolio editing improvements
I am asking once again..can you make it easier to add, delete and reorder symbols on my Portfolio? I have the feeling I ma not the only one who's having hard time doing basic editing with new Portfolio. Thanks for allowing people to post on this Forum, I hope someone is reading it.
Hamburg
shared this idea
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Flag idea as inappropriate…
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Anonymous
shared a merged idea:
The Yahoo Finance page has turned to S#*T. A real struggle to manage portfolios; delete, reorder, etc.
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Somebody over there get on the stick and clean it up!
boop
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In an ideal world, I would like to see the Portfolio functionality have two things added I could
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In an ideal world, I would like to see the Portfolio functionality have two things added: (1) I could add multiple cost bases for the same stock (for example if I bought 50 shares of XYZ stock at $35 and 25 shares of XYZ at $45, I could enter both blocks of stock and have Y! finance keep track of loss/gain. As it is now, I can only enter one cost bases. (2) If you could make the Portfolio easier to use on a mobile device.
Pat
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reordering should easier - perhaps simply allowing up/dwn arrows next to symbol to move
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Jian Zhang
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I just lost most of entries in my portfolio, after trying to edit it. Sucks!
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max
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please make it easier to edit my symbols in my portfolio in the order where they are
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please maker it easier to edit my future symbols(such as where the date changes every quarter) with having to delete the older futures symbol and add the new one, and then i have to drag it down to put it in the order where i want it. that's to much , or is there a better way?.
I should be able to edit the symbols in my portfolio at the order place that it occupys.
Ron
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I added a couple stocks to my portfolio and they ain't go in alphabetical order and when I try and resort it won't let me...
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David
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I change the order of the Symbols so the indexes go to the top, but I can not save it that way, so when on Home page the Indexes go back bot
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I can change order of Symbols, but it does not sav that way back on my home page. Indexes get sorted to the bottom, opposit of what I want.
Anonymous
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For each portfolio, add line for cash.
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For each portfolio, add line for cash.
Anonymous
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Need a Portfolio Page that totals all portfolios and shows combined total dollars gained or lost at any moment.
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Need a Portfolio Page that totals all portfolios and shows combined total dollars gained or lost at any moment.
Anonymous
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The stocks in my portfolio are appearing in alphabetical order. And when I attempt to reorder, it does not work and the portfolio returns to
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Jim Hayes
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I really wish you would revert back to the way we added and deleted symbols. The current method is very cumbersome.
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See above
Anonymous
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I don't see a cash line for the portfolios; please add one...thank you.
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Please add a cash line.
Abhishek Kothari
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Please suggest a way to get back to old view.
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Please suggest a way to get back to old view!! Many stocks in this new version do not get updated! Would like to have the old view back as it enables me to have a larger no. of stock views.
Rich
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Include ETF & Mutual Fund fees - Annual Report Expense Ratio (net) in the Detail section of Customize Current vVew in Manage My Portfolios
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Include ETF & Mutual Fund fees - Annual Report Expense Ratio (net) in the Detail section of Customize Current View in Manage My Portfolios to aid in sorting costs for cost purchasing comparisons.
Thanks, Rich
hugo
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No suggestion..I cant delete a view, there is no Customize current view button to click, nor delete this view either...how do I do....!
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I dont know how to delete a view in my finance page....there is not customize current view button to click....!
Anonymous
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Your Finance site has been broken for months. The inability to open portfolios, blank screens, "no fields selected.." inexcusable
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Your Finance site has been broken for months. Next to impossible to access portfolios along with no response clearly means nobody at Yahoo is listening! Forget your line "we are listening"...you clearly are not! Time to leave yahoo.
MICHAEL LAM
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ADD AND DELETE MORE THAN ONE ITEM IS EXTREMELY DIFFICULT
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THERE SHOULD BE A MORE CLEVER WAY TO ADD AND DELETE MORE THAN ONE ITEMS.
Anonymous
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It would be terrific if one could import portfolios
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Import portfolios please
Anonymous
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Too hard to set up portfolio; can't get stuff in order I would like to see it. Too hard to edit.
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But how do you send it????
Anonymous
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please put the averages (dow & nas) on the top of stock prices
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averages should be moved to the top of stock prices
Jmarks
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Deleting Symbols one at a time from a portfolio is inefficient
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Instead of having X's to remove symbols that users click on one at a time and then have to click again to remove. Why don't you make "check boxes" so users can check multiple symbols at once and delete them all at the same time? Just replace the X's with little check boxes and allow deletion of multiple symbols.
Anonymous
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The Fundamentals section in the portfolios is just about useless. Must be for show. To be seen to be doing something
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obviously the site is not a fundamentalist-style trader. Really not worth looking at that part of the portfolio
Jmarks
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Your changes make it ****** to use Yahoo finance. To insert a symbol into a portfolio now one has to renumber all stocks. That is cumbersome
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Before one could enter a block of symbols and quickly create a portfolio and changing the order was easy, just move the symbols around. Try inserting a symbol into a portfolio, now a user has to reorder the entire portfolio numerically one at a time. So if someone has 30 stocks they have to move 20 numbers around to insert a symbol in position 20 say. The person who made this change clearly does not create portfolios.
Gregg
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Horrible...very hard to add/delete in portfolios. Please fix.
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Anonymous
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VERY awkward to organize delete , add or arrange portfolio's
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revert back to ollder versions of editing
Anonymous
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Make it easier to edit
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Beard
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I would like to be able to sort stocks within each of my portfolios by industry or sector
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I would like to be able to pull out sectors or industries like "pharma' or "consumer discretionary" out of my larger portfolio and look at those only at times. There doesn't seem to be a dropdown in your customizable identifiers to select for sector and/or industry.
Anonymous
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I haven't been able to change simple things in My Portfolio, primarily the # of shares. Very confusing and frustrating!
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chuck vona
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Would be nice to be able to move stocks easily to another portfolio.
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Anonymous
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Portfolio editing
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The reorder function is busted. The edit holdings function is busted. Pretend that it is important to make your software work the first time.
stuart
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The Re-ordering of the portfolio is poorly designed.
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Dragging a ticker is slow especially when you have a long list of stocks, and entering the number of the order you want DOES NOT WORK.
How about a simple -- order by ticker, order by name.
m
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Still haven't figured out how to reorder my list of stocks
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Anonymous
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Allow Reordering when Adding\Editing
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In the "older" version of Yahoo Portfolio, I could Add, Edit and Reorder symbols within the same screen. Regrettably, this capability is no longer available in the new Yahoo Portfolio... Could you please include this capability again
jerome winig
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your site dont work . CANT CHANGE POSITION OF MY STOCK LIST ?????????????
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TO GET THE ABOVE TO WORK.......... CANT EDIT STOCKLIST YES I DID WHAT YOUR PAGE SAID GET IT TO WORK OR GET SOME ONE TO FIX SAME. I BET YOUR NEW CEO COULD FIND SOMONE TO FIX IT......
Anonymous
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Very confusing and difficult to navigate and add, delete symbols to portfolios, also hard to exit. MAKE IT EASE TO EDIT.
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Very confusing and difficult to navigate and add, delete symbols to portfolios, also confusing and hard to EXIT. MAKE IT EASE TO EDIT
Anonymous
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Enhancements?! - You guys broke it! How about just getting back some of the old functionality??
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Were are the fields I used to see - titles are there (Trd Date,Notes) but no data is displayed.
Igor Bily
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Add a field for comment/description
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Add a field for comment/description
Al
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Editing symbols: everybody is complaining about the same thing. Please go back to the old way. You fixed it until it was broke!!!
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Bogeymanbeach
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Portfolio editing
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I don't know if it's technically feasible, but if editing could be done on the portfolio page and then saved at the end of session or manually, with name + date.
Ed Chan
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I found it very difficult to reorder the stocks in my portfolio. The drag and drop feature only goes as far as the bottom of the screen. I
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I found it very difficult to reorder the stocks in my portfolio. The drag and drop feature only goes as far as the bottom of the screen. If I want to move the stock to the bottom of my portfolio, I have to drag and drop several times. Furthermore, after the dragging, the drop goes very slow, it seems to take foreever and sometimes it just won't work. I tried the enter- the- number- for- the- position-and- save feature, it didn't work either. I really miss the former feature of just entering the ticker symbols of the stock to the list--it was so easy to use. I would appreciate it very much if you would please fix the enter-the-number-and-save feature because conceptually it sounds much faster. Although if you could restore the former feature that would be ideal.
mike
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please provide the feature to order the symbol in a particular portfolio
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The users should be able to order the symbol in the portfolio, also should give the user the option to view how many stocks in a view, right now it only provides the fixed order and fixed amount of symbol can be shown
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I would like to see an option for total portfolio value and change history over time.
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Total current portfolio value
Historical value by day or at least weekly
Similar to on line stock price history charts
Anonymous
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It might be easier for first time users to figure out how to delete a symbol if you lable the column with the X's DELETE.
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t might be easier for first time users to figure out how to delete a symbol if you lable the column with the X's DELETE.
Anonymous
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terrible, how do you add stocks, how do you accept changes and go back, got to be kidding me on navigation!!!!!!!!!
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Anonymous
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Poor user experience
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The way to manage / edit / move my portfolio is really a pain in the behind. I have now try not to even edit my portfolio at all.
steve
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Please make a 1,3,& 5 year annual return on investment column to add to my portfolio so I can see how much percentage I am up. Thank you
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Please make a 1,3,& 5 year annual return on investment column to add to my portfolio so I can see how much percentage I am up.
Anonymous
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The Add/Edit Holdings page should also allow reordering. It would save users time and eliminate the need for the separate "Reorder" link.
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larry mckinney
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Cannot add a position in alphabetical sequence as before. Deleted all, then readded in sequence to achieve this. PITA
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Restore old functionality. I am not having problems with add/delete which others are finding.
Anonymous
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Suggest you make (Next) Earnings Date a listable item in your customizable formats for Portfolios.
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You could just list the next anticipated quarterly earnings date by month and date, i.e., 1/27 for Jan. 27th.
Anonymous
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fix adding group of stocks to a portfolio
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this option no longer works always get message that Portfolios are under maintenance Better than having to add one at a time.
george simon
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Portfolio Management
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Previously you had a box at the top of the portfolio page containing all the symbols in that portfolio. It was easy to select all the items and copy them to a new portfolio. Now there seems no way to enter symbols into a new portfolio except laboriously one by one. This has made portfolio management much more difficult than before.
Al
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Please return to the old, EASY TO Use editing format
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Anonymous
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You've changed one of my portfolio's to a very unfriendly methodology for editing that is of no use to me.
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Samit
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Extremely Non-Intuitive to edit portfolio - huge waste of time.
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This page is Extremely UNusable. To figure out how to edit/add/remove the Symbols in my portfolio is extremely Non-intuitive. Please fix that. I'm a > 10 year user of Yahoo finance and would be forced to move on to other sites.
Anonymous
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is there any way to go back to a certain date, say Dec. 31, 2012, and see what the portfolio was doing?
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be able to go back in time with your portfolio
Billy
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I'd really like to see a performance chart/graph for my whole portfolio. Also, within that chart, calculated yields for time periods
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I'd really like to see a performance chart/graph for my whole portfolio. Also, within that chart, calculated yields for time periods like you have for individual stocks.
geo
shared a merged idea:
Please make it easier to add,delete and reorder portfolio. Need to see and edit the symbols as a text list, as used to be possible.
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Need to be able to see and edit the symbols as a simple text list, as used to be possible to do.
Anonymous
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Finance Portfolio
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When we click on a forbes posting the font is so small it is impossible to read. Also many of the posting require you to buy a membership before you can read the posting.
smilin jack
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Thank you for the return of Ex -dividend data
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my idea has already been expressed through others. eliminate day and time from ex-dividend and dividend dates to enable adding more data to the portfolio a simple date format mm/dd/yr is adequte for thes columns.
Anonymous
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bring the "edit/view transaction" back
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I hate the new Portfolio, why did you take out the "edit/view transaction", it was so much easier to edit transactions.
Also I'm not able to add any cash items, what happened?
Why do you update things that WORKS
Jay Gheewala
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Adding stocks to portfolio/watchlist
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When we add a new symbol say "YHOO", it allows us to add only when you specify the amount of shares you bought and what price you paid for it, which should not be the case.
There is a workaround for it, when you add a symbol put share as 1 and price as 1 and then it will show this symbol under your portfolio. Once done click edit and select the shares as 0.
So adding symbols to the portfolio should be easy and quick.
Charles Wang
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Enhance the Portfolio Page
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1. Combine the Edit and Manage All functions into one page.
2. Combine Reorder and Add/Edit functions into one page.
3. Provide the ability to download a portfolio in the custom view.
jim best
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Make "Analyst Opinion" from the stock quote page available in the portfolio
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Make the "Analyst Opinion from the stock quote page available in one of the standard portfolio views or in the the custom view.
jim best
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Make the "Analyst Opinion" a field for portfolio's
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Allow the selection of Analyst Opinon as a field in a protfolio.
oldpbass@yahoo.com
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Take me back to the old portfolio
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Take me back to my old portfolio. Entering short option positions was actually possible.
Steve
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Perhaps its only temporay, but I am unable to reorder portfolios. Seems to get bogged down and freezes.
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Add capability to alter data (such as purchase price) without going through the transaction function. When I try to adust a purchase price it changes cash which then needs adjusting. Very cumbersome. A blend of the old and the new would be perfect.
Anonymous
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Still cannot click first up to read P F detail . have to go through edit , add/delete process sometimes two or three attempts How soon befor
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Anonymous
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It's been almost year since I've been able to arrange my portfolio on my homepage in an order that makes sense.
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It's been almost year since I've been able to arrange my portfolio on my homepage in an order that makes sense. Alphabetical order for stocks is useless for seeing sector trends. The sort feature for the portfolio doesn't work!
masao nakamura
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Post the purchased date for every stock in my portfolio.
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Add actual open date or purchased date on every stock in portfolios.The present trade date is almost useless bc there are no entries for dates purchased. The info is invaluable to invesrtors compared to the current trade date that only rearranges the order of entries.
Lawrence Power
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It is so much easier to edit my holdings on Morningstar.
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Make it easier to delete a stock.
what arre your terms of service? more confusion
shared a merged idea:
your effor to update this page months ago really stinks. I find it imposssible to add or subtract stock symbols. I'm looking for an alternat
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your portfolio page changes of months ago really stinks. I find it impossible to update my portfolios.
Seamus
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It's just maddening trying to add or delete a new stock!! You're sent round & round in circles!
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Make the "edit" link do what it claims to do!
Ray Saimons
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Upon symbol removal-revert back to spot where symbol was previously located. Currently, sent to top of portfolio,
m
shared a merged idea:
More Marissa Mayer brainwork throughout Yahoo finance
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Return to basics including the finance greeting page, lack of ex - dividend dates in portfolios. Ability to delete and order symbols in portfolios.
James Bond
shared a merged idea:
A most frustrating page. You enter info on several companies but if you hit enter, all previous entries delete. MAKE IT HOLD ALL INPUTS
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Steve
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Need a more intuitive way to edit your portfolio. Still trying to delete a fund entry and just going around in circles.
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joan
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It used to be easier to add a new stock, number of shares, price of purchase, etc. Now it isn't! Please fix it.
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once a category is cancelled, make it easier to retrieve it.
Guan
shared a merged idea:
I couldn't find the option for add symbols. could you make easy or go back to old setting?
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I couldn't find the option for adding symbols. could you make easy or go back to old setting?
Alex Janssen
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Allow creation of portfolio by CSV upload
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CSV file would contain SYMBOL, PRICE, SHARES, DATE OF PURCHASE
Matt
shared a merged idea:
Can you create alerts for all stocks in a portfolio as opposed to entering individual stocks
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Can you create alerts for all stocks in a portfolio as opposed to entering individual stocks from a portfolio one at a time. If I am updating a portfolio I should be able to select the whole portfolio to set up alerts.
Anonymous
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I cannot find a way to refresh a loaded portfolio without switching to another one and then back. suggestions?
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Just add a refresh button.
Anonymous
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It is a major puzzle as to how you add/delete symbols. I have no idea how I even did it the first time. This is ridiculously hard.
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It is a major puzzle as to how you add/delete symbols. I have no idea how I even did it the first time. This is ridiculously hard
zj
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What happened to the simple, fast, and much easier to manage text box entry?
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Jim Roy
shared a merged idea:
go back to the previous way of editing portfolias. current system is awful.
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Revert back to the previous way of editing portfolias whereby new ticker symbols can be added, deleted, or reorded quickly and easily on one screen. the current method is cumbersome, time consuming and downright ugly.
Anonymous
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Ability to move stock holding from one folder to another (by dragging instead of deleting etc..)
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Thanks
Anonymous
shared a merged idea:
Allow multiple deletions of stocks, so we don't have to wait for page to reload after each change/deletion.
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Put the boxes down a column, check off which ones need deleted, then hit update. Bang, all done with one reload of page
fred
shared a merged idea:
when you are looking at a stock quote and you hit add to a portfolio, it doesn't actually add a stock to the portfolio you select.
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you have to open the portfolio, and then edit the holdings. The add stock to a portfolio should add the stock to the portfolio without having to enter the symbol again in add holdings box.
Mike
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How do I enter an new transaction in my portfolio? The transaction button is missing
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Anonymous
shared a merged idea:
Please, add the following options: comparison with selected indexes, portfolio charts and portfolios with USD and EUR stocks. Thank you
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Portfolios should be able to contain both stocks valued in USD and EUR (at least). Portfolio charts are terribly missing. Comparisons of your portfolio with selected indexes or stocks would also be very helpful. Look forward to seeing all these come true and thank you in adavnce.
Cliff Libby
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I`d simply rather have the old page back. For me it was easier to work with.
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Bill
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Editing views
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There are times when the 'Customize current view' appears and other times when it does not.
Anonymous
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How can I keep the Symbols for markets at the top of the portfolio chartt
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When you go to change the "Reorder" tab and move Stock Symbols to a different order and click "Save" the new order is not saved but reverts back to the previous order.
Pearl
shared a merged idea:
I use this page daily!! Would be helpful to have a column option for Total Cost
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# of shares x purchase price/share = total cost
Anonymous
shared a merged idea:
Don't refresh watch lists
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My watchlist pages under the "My Portfolio" tab keeps refreshing every few minutes. This is very annoying becasue when it happens I loose my place on the page.
k. ye
shared a merged idea:
can you add the allocation into portfolio view section? so I can know easily how much stock I own, and how much bond I have, how much is us.
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Just want to figure out how much stock I own, and how much bond I have, how much is us in stock, how much is outside of us in stock., thanks.
d
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Why don't you get FMFXX Franklin Money Fund to show its $1.00 value in portfolio? I can't even force it in. Makes portfolio useless to me.
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Dan Zinn
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I love this site!!! Would you please consider adding the industry/sector to the portfolio column selection? Thanks
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Scott
shared a merged idea:
Ordering stock symbols doesn't work. It doesn't save the changes.
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John C. Shealy
shared a merged idea:
I am very disappointed that I cannot view my entire portfolio (spreadsheet) because you do not support Safari as a browser.
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Dear Y! Finance users,
We read your comments and realize that some of you would like to have enhancements on your Portfolio manager.
Please continue to share your feedback and try to be as specific as possible in order for our engineers and designers to fully understand what new features they should review for consideration.
Regards,
Y! Product Support
83 comments
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TOM ELKINS
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Delete
MY PORTFOLIO IS MISSING ??
WHAT HAPPENED TO IT--OR IS THIS ONE OF YAHOO IMPROVEMENTS ?? -
Murray Lirette
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Delete
I cannot bring up my Portfolio info. Did you change something?
This is a valid email address. -
Anonymous
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Delete
How do I move a security from one portfolio to another portfolio? Do I have to delete it and re-enter it again in another portfolio? Isnt there a way to transfer it from one to another?
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Kathy
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Delete
Y! Product Support,
It used to be easy to delete portfolio stock symbols, and it was easy to add new symbols with price paid and date. Why did you make these basic portfolio management tasks difficult?
"Enhancements"??? "Be more specific"??? Please explain why these basic tasks are not designed well in you portfolio manager. What do you think "portfolio manager" means?
You are not listening. and I am tired of trying to use your product.
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J M
commented
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Delete
I was sent an email asking if this was fixed. It is still very broken, perhaps more so.
I added a symbol and it brought up the same page where it forces you to add it to the beginning of the list. This time it also added it twice. Then it forces you to go to yet another page to reorder the symbol, in a very tedious manner. What a joke.
The old system years ago was fine. There was a list of symbols in a box and you edited the list and its order right there.
Why did Yahoo break it?
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Don
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Delete
I think it is ok, I don't reorder, add, delete often but the intuitiveness of it was not the best. Nonetheless I've been able to do it, thanks.
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Anonymous
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Delete
Doing OK now thanks.
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Anonymous
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Delete
I've been trying to reorder my portfolio for months now, which puts me in the rather frustrated company of, it seems, everyone who has a portfolio at Yahoo, or at least the 75 others who have commented, so far, on this feedback page. I've been able to delete one stock at time, but haven't tried more than one. Like many on this on this page, I have to ask, Why did Yahoo mess up something that worked so well in the past?
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bob Hajicek
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Delete
It is not explained how to remove a stock symbol. There is no column name for the "X" column needed to be used to delete a stock symbol which I found after a half hour of trying several options. Please improve the information necessary to remove a symbol.
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Anonymous
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Delete
I can't reorder my stocks -- they always come out alphabetically; and I can't edit them to show new information, such as a sale or purchase of shares. I could do both easily in the past -- what gives?
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pgcyf2007
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Delete
1) Actually we can't delette companies in a portfolio when the company has disapeared from NYSE listing or change NYSE code... there is always a "warning/notice line" we cannot delette
2) To organize companies inside a portfolio at lesat by the order we want to do it ... is not possible when you have your number of share inside but is possible if there are not shares inside
3) To organize companies in portfolio by sector or country could be very intereting
4) To export to EXCEL correctely could be very useful -
Angelo Longo
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Delete
something is not working on the edit/ file
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Anonymous
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Delete
I use Firefox 19.0.2 on a Mac Powerbook running OS 10.6.8. On my Portfolio Page, I am unable to delete individual stock rows. To do this I must use my iPad.
I know you guys are now working on improvements and asking for comments, and that alone portends well for better things ahead. Thanks.
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John
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I got, read down the post, thanks Rick
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John
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Sounds good, how does one move symbols up/down in portfolois?
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cfanjul
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I recently switched from Firefox to Chrome and noticed that the space taken up by the cells of the portfolio is much larger, I believe it's called the cell "padding", which means fewer fit on the screen at a time. This makes the view more disperse and also means more scrolling - can it be tightened or at least give us the option to space things the way Google does in its Drive directory?
I'm also with everyone else - adding/editing items to a portfolio should be much easier, perhaps a pop-out or something like: when you add something in the field marked Add Symbol, more fields appear beside it for Amount, Price, etc.
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Allen Whitmore
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Google portfolio's???
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Ray Bradley
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How does one DELETE a custom view? I used the Add Custom View button in hopes of creating a view with customized charts, but the "chart" is just the small icon-like type. There does not seem to be any way for me to delete this unwanted custom view.
Also, in Detailed view, the charts are well sized, but just simple. I'd like to be able to customize the charts in this view (such as with moving averages and other indicators) while viewing all the positions on one page. Please provide a means of customizing these charts, or of creating a custom view to enable viewing of all charts for portfolio holdings on a single page.
Thank you
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ben sher
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they completely wrecked yahoo portfolios. editing, reording, etc takes forever. i finally gave up after years of happy use with the old system. i've switched to google portfolios. i can manage dozens of stocks in minutes.
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Robert S Fried
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Just read Rick's comments below about what he found using reorder. That is a very large well kept secret and his suggestion about getting into the oder number box and using arrow keys works and works FAST. Makes the system almost OK. Maybe an idea for Yahoo is to put the reorder function in with the Add/Remove function for portfolios that are not sorted alphabetically. Then put something in help for people who don't just accidentally read posts like this!
