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Editing or deleting a Portfolio

ID: SLN2297
Refers to: Finance

Description

Learn how to edit, delete, or change the default view in Yahoo! Finance Portfolios.


Resolution

To edit a Portfolio:

  1. Sign in to Yahoo! Finance to access your Portfolios.
  2. Move your cursor over the My Portfolios tab and select the Portfolio you wish to modify.
  3. Click the Edit link that appears to the right of the Portfolio name.
  4. Make changes to any of the fields you'd like to update. (See the list below for more information about what you can change.)
  5. Click Save.

From the "Edit" screen, you can make the following changes:

  • Change the default Portfolio view: Click the drop-down under "Default View" and select the desired view.
  • Edit the advanced options: Any changes made in "Advanced Settings" will only take effect if you have added holdings information to your Portfolio.
  • Delete the Portfolio: Click Delete this Portfolio at the bottom of the page.

Note: Again, be sure to click Save after entering any of these changes in order for them to be applied.

If you would like to add or delete a ticker, you can do that from the Portfolio's main page.



Last updated: January 03, 2013
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