Track holdings and transactions in Yahoo Finance with My Portfolios
Keep track of the ticker symbols you're following or holding to keep your financial life organized. Once you've set up stocks to follow through My Portfolio, you'll have access to a variety of Yahoo Finance analytics that will provide you more information about the stocks you're interested. Transactions will record everything you do including buy, sell, sell short and buy to cover.
Add holdings to your Portfolio
From a desktop browser:
- Click My Portfolio.
- Click on the Portfolio name.
- Click Add symbols.
- Search for the symbol you want to add.
- Select those you want to add.
- Click Add Symbol.
From a mobile browser:
- Tap the Menu icon
. - Tap My Portfolio.
- Tap on the Portfolio name.
- Click Add symbols.
- Search for the quote you want and select it from the results list.
- Tap Add Symbol.
Add a transaction
All transactions, including share lots and dividends, can be tracked so you always know what you've bought, sold, etc.
From a desktop browser:
- Click My Portfolio.
- Click on the Portfolio name.
- Next to the symbol, click the expand icon
. - Click Add transaction.
- Fill in the requested information.
- Click Add transaction.
From a mobile browser:
- Tap the Menu icon .
- Tap My Portfolio.
- Tap on the Portfolio name.
- Next to the symbol you want to add a transaction, tap the expand icon .
- Tap Add Transaction.
- Enter info for the lot you're adding in the data fields.
- Tap Add Transaction.
Stock price is auto-populated - The price of the stock will reflect the price based on the date of the transaction.
Add Cash Holdings
From a desktop browser:
- Click My Portfolio.
- Click on the Portfolio name.
- Next to Total Cash, click the expand icon .
- Click Add cash transaction.
- Select the transaction type, date, amount, and currency.
- Click Add transaction.
From a mobile browser:
- Tap the Menu icon .
- Tap My Portfolio.
- Tap on the Portfolio name.
- Next to Total Cash, tap the expand icon .
- Tap Add Cash Transaction.
- Select the transaction type, date, amount, and currency.
- Tap Add Transaction.
