Creating a Portfolio
Last Updated: June 30, 2009
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Creating a portfolio on Yahoo! Finance is fast, easy, and free. You can create and maintain as many portfolios as you like with a single Yahoo! ID. If you don't yet have a Yahoo! ID, you need to register for one before you can create a portfolio (registration is free and also allows you to take advantage of the many other products and services on the Yahoo! network including email, chat, games, and more). Yahoo! currently offers several different ways to track your portfolio (select a link to learn more):

  • Watchlist Portfolio: Best for keeping a simple list of stocks, mutual funds, indices, and other securities to follow.
  • Transaction Portfolio: Best for meticulous record keepers wanting detailed summaries of account activity both past and present.
  • Current Holdings Portfolio: Best for tracking the number of shares and price paid for stocks, mutual funds, and other securities you currently hold.

At this time, Yahoo! Finance portfolios do not allow you to import symbols or portfolios from other resources.

To create a new portfolio, simply log in (or sign up for a Yahoo! ID if you don't already have one) and click the "My Portfolios" tab at the top of most Yahoo! Finance pages. Then click the "Create Portfolio" link. You are presented with the different portfolio options. Simply click the link for the type of portfolio that best suits your needs and follow the steps to create your portfolio.

In the event you are in need of assistance with financial terminology, go to Yahoo!'s financial glossary.

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