Introduction
Transaction portfolios allow you to track your investments, cash, sales, and more. To track your portfolio, you need to record detailed information about the various transactions taking place in your account.
Note that if your objective to maintain a simple stock watchlist, we recommend you use the My Portfolio tool, which is better suited for this purpose.
To use portfolios, you first need to sign in to Yahoo! Finance or set up a free account, if you don't have one. When you are signed in, a link to your portfolio information appears on the Yahoo! Finance home page.
Creating a Transaction Portfolio:
- Sign in with your Yahoo! ID, go to Yahoo! Finance, and click New Portfolio under My Portfolios tab.
- Select the Track Transaction History link from the page displaying the three different options.
- Enter a portfolio name and select a currency for the portfolio. The default setting is U.S. dollar. There are also several optional settings available to you from this page.
- Click Continue.
- Input transaction information via the Create Transaction form. Use the Save and Create Another option to continue entering multiple transactions in sequence. Note that you can always enter additional transactions at a later time. Learn more about creating transactions.
- View your portfolio by clicking the Positions tab (to see the open positions and total portfolio value) or by clicking the Transactions tab to view the transaction history. Learn more about viewing the transaction data.
The Consolidate Multiple Lots is a useful feature that allows you to display aggregate positions with multiple lots. For instance, if you input multiple buy transactions for company ABC, rather than displaying multiple lots on the Positions page, you see a single summary position (price paid information, if registered would be averaged out). If you prefer to view lots in the same security independently, leave this option unchecked.
In the event you are in need of assistance with financial terminology, go to Yahoo!'s financial glossary.