Finance
126 results found
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Portfolio2.0
Portfolio 2.0 not showing up in web version of finance..how to revert to original?
3rd rankedWe're addressing this issue.
For now, you can access your portfolios via https://finance.yahoo.com/portfolios
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Portfolio 2.0 is a Disaster
A week or two ago I received a message from Yahoo Finance asking me to upgrade to Portfolio 2.0 since you were no longer going to support the old release. As soon as I upgraded, I lost significant data, including the dates and amounts of various purchases and sales. In addition, the portfolio doesn't even add correctly. It doesn't include 12,000 shares of SPY in the $$ total and it says I have a negative $6M cash balance. Worst of all, you won't even allow me to convert back to the old portfolio format. I know you still support it…
4th ranked -
bring back old yahoo finance layout
new layout stinks and is difficult to read
2nd ranked -
Please get rid of Portfolio 2.0
I've used yahoo finance for 20 years — portfolio 2.0 is unusable. I need to find something else!
It puts the ticker symbol over the chart now. The open close, high low, vol, etc. is horizontal — it takes longer for my eye to look across vs. look down. I don't know what the abbreviations all are. It shows N/A unless I hover over a data point! What are you thinking? Why make this so unusable.
It puts a "Plots" window over the ticker with Vol. under. But if I close that window, I can't find out how to do…
5th ranked -
Sadly, the extremely useful Holdings tab information is now deleted in 2.0.
Missing functionality in 2.0 eliminates its utility for me. It is the functionality in the "Holdings" tab. In the original, the columns were Symbol, Shares, Ave Cost / Share, Price, Day's Gain, Day's Gain %, Total Gain, Total Gain %, and Market Value.
This Holdings tab was hugely useful; the user could sort on any of these columns. 2.0 Holdings is worthless. I must click on each stock individually with no ability to sort. Maybe okay with a small portfolio but very disappointing with a larger portfolio.
If not corrected, I will abandon Yahoo 2.0. I am miffed because AOL…
6th ranked -
Feed my response below. It Ani't Broke, so stop trying to get cute, to fix it.
As a older retired personal financial self planner, I have been using YAHOO, for awhile now. I find that the present Yahoo Finance MEETS MY NEEDS. No fancy charts, or graphs, or table, etc..That I DON"T NEED,OR WANT. Just PLAIN, and SIMPLE. I put in symbols in, I build a watch list, and your system shows me all I need. What has happened here, is ONE MORE TIME, a bunch of computer Geeks, get involved, and start screwing things up, TRYING TO BE CUTE. Leave what you have ALONE. Whatever happened to COMMON SENSE??? IT WASN'T BROKE, SO DON'T TRY…
8th ranked -
What do you want from me?
How can I edit my Yahoo stock portfolio? I want to add the number of shares for each stock, but I am unable to do so. The title "SHARES" does appear at the top of my portfolio, but I am unable to enter any figures into my portfolio in that column.
10th ranked -
Portfolio 2.0 stinks
The old system was fine; used it for years. The Portfolio 2.0 has some 'neat' features but it's not worth the lost functionality in the old one, specifically the ability to edit individual fields in the data as the user might want, not limited to your ideas of what might be useful. I've already deleted all mine and will move on to something else.
13th ranked -
After the latest update Yahoo Finance has become unusable
After the latest update, the Yahoo Finance website has become unusable from both laptops and tablets. The website is incredibly slow and charts take too long to load.
14th ranked -
Blow up the new 2.0 and allow older format
New 2.0 is a useless disaster. I get cash dividends and like to lower my cost basis as received. There is now way to do that now! This is an awful "Upgrade"!
14th ranked -
I don't like Portfolio 2.0
From the "Summary" page of a Portfolio 2.0, if you click on a ticker symbol it doesn't open a page containing the charts of the stock but instead similar stocks are listed. This has to be an error.
17th ranked -
1st ranked
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Portfolio 2.0 and wrong currency management
Portfolio 2.0 and wrong currency management.
If you have your portfolio in CHF and the stock in EUR, all the transactions must be in EUR and the conversion must be done at portfolio level.Moreover, there is something buggy, even with different currency the total gain is wrong, all my portfolio has been messed up now, plus the time lost to understand what happened.
Could you please fix or allow us to go back to the previous version?
12th rankedCan you please check if you have Cash Management Turned ON or OFF? In most cases, if Cash Management is ON, it assumes you have cash available for transactions, and if you do not have any Cash, then it shows cash as negative, which shows less total value for your Portfolio.
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Cannot search symbols
When I enter a symbol in search a different company or symbol comes up. This started last week and I thought you would have it fixed by now. It makes your web page impossible to use.
8th ranked -
Who is in charge of Yahoo finance?
Will someone at Yahoo finance realize that investors don't care how pretty a page looks. Function is the most important thing in finance pages.
IF I CAN'T ACCESS THE INFORMATION i NEED i WILL USE SOMETHING DIFFERENT. Tell that to your advertisers.19th ranked -
HOW TO SWITCH BACK TO PORTFOLIO 1
i WOULD LIKE TO SWITCH BACK TO PORTFOLIO 1.0 THERE IS TOO MUCH LOSS OF FUNCTIONALITY IN PORTFOLIO 2.0. PLEASE LET ME SWITCH BACK WHILE YOU GET YOUR ACT TOGETHER OR I CAN FIND ANOTHER TOOL.
19th ranked -
can't change notes to positions. existing notes cannot be changed as "save changes" button is not functional
Can't edit notes to positions. The notes that are there can't be changed.
22nd ranked -
zero cost
I want to add buy transactions at zero cost in portfolio 2. I prefer to handle reinvested dividends in this way and could do so before, but portfolio 2 now insists on a non-zero value. There is no reason not to allow zero cost but the transaction save button is disabled if it's zero
19th rankedWe're working on it! Zero-cost transactions will be supported soon.
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would like to revert to the original . . .
interesting; I just bought some APO today . . . but I really would like to goto pre 2.0
22nd ranked -
Portfolio 2.0 dividends displayed incorrectly for some stocks.
For TEF.MC some previous dividends are counted in twice. There are duplicated rows for one dividend payout with a one day difference (e.g. Dec 15 and Dec 16 2022), but it is actually one payment.
14th rankedThank you for this feedback. We are aware of this issue and are working to resolve it.
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