To create a watchlist portfolio:

1. Sign in to Yahoo! Finance.
2. Hover your mouse cursor over the “My Portfolios” tab and click Create Portfolio.
3. In the “Portfolio Name” box, type a name for your portfolio.
4. Add symbols for companies, funds, and indexes you want to track:
   • If you need to look up a ticker symbol:
     1. In the “Manage Symbols” box, type a company, fund, or index name.
        -Search assist will show results as you type.
     2. From the search assist list, select a symbol.
     3. Click Add Symbol.
   • If you know the ticker symbol you want to track:
     1. In the “Manage Symbols” box, type the symbol.
     2. Click Add Symbol.
   • Note: Separate multiple tickers with a space or comma.
5. Under “Add market indices,” check the box next to any indexes you wish to add.
6. You may apply advanced portfolio settings:
   • Setting a default view: under “Default View,” choose which portfolio view you see by default each time you open your portfolio. Learn more in our help article about portfolio views.
   • Advanced Settings: choose to:
     • Select a currency for your entire portfolio.
       -All holdings data in your portfolio is displayed in the chosen currency.
     • Consolidate multiple lots of the same ticker.
     • Sort positions (all portfolio holdings) alphabetically.
   • Note: you may change advanced settings at any time. Learn more in our help article about advanced portfolio settings.
7. At the bottom of the page, click Save.

To access the portfolio you created, hover your mouse of the “My Portfolios” tab and select your portfolio. If your portfolio does not appear in the "My Portfolios" drop-down, ensure that you are signed in to your Yahoo! account.

• Once you have created a watchlist portfolio, you can convert it into a transactional portfolio. For more information, see our help article about how to convert a watchlist portfolio into a transactional portfolio.