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