How to create a portfolio
ID: SLN4249
Refers to:
Finance
Description
This document provides steps for creating a portfolio on Yahoo! Finance.
Resolution
How to create a portfolio:
- Navigate to the Yahoo! Finance homepage and sign inA "Sign In" link appears in the upper left portion of the page to your account.
- Hover your mouse pointer over the My Portfolios tab.
- Select Create Portfolio.
- Type a name into the Portfolio Name text box.
- Do one of the following:
- If you do not know a company's ticker symbol:
- Place your cursor in the "Company or Symbol" text box.
- Begin typing a company name and the search assist will show matches.
- From the list that appears, click on an appropriate item.
- Once the ticker appears in the text box, click Add Symbol.
- Repeat as necessary.
- If you do know a company's ticker symbol:
- Place your cursor in the large text box below the "Company or Symbol" text box.
- Begin typing a ticker.
- Separate multiple tickers with spaces or commas.
- If you do not know a company's ticker symbol:
- To add market indices, check the appropriate boxes below the "Add market indices" heading.
- Select an appropriate view from the Default View drop-down menu.
- Select appropriate "Advanced Settings".
- Click Save.
How to access the new portfolio you just created:
- Hover your mouse pointer over the My Portfolios tab.
- From the drop-down menu, select the portfolio you would like to view.
Note: If your portfolio does not appear in the "My Portfolios" drop-down, make sure that you are signed in to your account.
Additional Information
- Once you have created a watchlist portfolio using the above steps, you can convert it into a transaction portfolio. For more information, see our help article about how to create a transaction portfolio.