Add, remove, or edit lots and symbols in your portfolio

Keep track of stocks you've purchased to see your gains and losses. Record multiple lots to track multiple purchases or dividend reinvestment plan (DRIP) purchases. You can enter and update holdings in your portfolios, except for those from linked brokerage accounts, and record a negative value for a holding using a negative "Shares" quantity (a negative value can't be entered in the "Price Paid" field).

Add lots

From a desktop browser:

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Select the list you want to edit.
  4. Click My Holdings.
  5. Next to the symbol you want to add a lot to, click Add lot or Add another lot.
  6. Enter information for the lot you're adding in the data fields (the info is saved automatically).

From a mobile browser:

  1. Sign in to Yahoo Finance.
  2. Tap the Menu icon Image of the Yahoo Finance app menu icon..
  3. Tap My Portfolios.
  4. Select the list you want to edit.
  5. Tap My Holdings.
  6. Next to the symbol you want to add a lot to, tap the Expand caret Image of the feedback dropdown menu..
  7. Tap Add lot.
  8. Enter information for the lot you're adding in the data fields.
  9. Tap Save lot.

Edit lots

From a desktop browser:

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Select the list you want to edit.
  4. Click My Holdings.
  5. Select the checkbox for a symbol to show its lots.
  6. Change the information for each lot you want to edit (the info is saved automatically).

From a mobile browser:

  1. Sign in to Yahoo Finance.
  2. Tap the Menu icon Image of the Yahoo Finance app menu icon..
  3. Tap My Portfolios.
  4. Select the list you want to edit.
  5. Tap My Holdings.
  6. Tap on the number of shares for a symbol.
  7. Change the information for each lot you want to edit.
  8. Tap Save lot.

Delete a lot

From a desktop browser:

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Select the list with the lot you want to delete.
  4. Click My Holdings.
  5. Select the checkbox for a symbol to show its lots.
  6. On the far right, click the Delete icon Image of trash icon. next to the lot you want to remove.
  7. Click Remove.

From a mobile browser:

  1. Sign in to Yahoo Finance.
  2. Tap the Menu icon Image of the Yahoo Finance app menu icon..
  3. Tap My Portfolios.
  4. Select the list with the lot you want to delete.
  5. Tap on the number of shares for a symbol.
  6. In the bottom right corner, tap Delete lot.

Add a symbol

From a desktop browser:

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Under "My Portfolios," click the list you want to add to.
  4. Click Add Symbol.
  5. Enter one or more ticker symbols separated by commas.
  6. Press Enter.

From a mobile browser:

  1. Sign in to Yahoo Finance.
  2. Tap the Menu icon Image of the Yahoo Finance app menu icon..
  3. Tap My Portfolios.
  4. Tap the list you want to add to.
  5. Tap Add Symbol.
  6. Enter a ticker symbol, then tap it to add it.

Delete a symbol

From a desktop browser:

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Under "My Portfolios," click the list with the symbol you want to remove.
  4. Select the checkboxes for the symbols you want to remove.
  5. Click Delete Symbols.
  6. Click Confirm.

From a mobile browser:

  1. Sign in to Yahoo Finance.
  2. Tap the Menu icon Image of the Yahoo Finance app menu icon..
  3. Tap My Portfolios.
  4. Tap the list that contains the symbol you want to remove.
  5. On the right, tap the More icon Image of the More icon..
  6. Select Edit Symbols from the list.
  7. (iOS only) Tap Done.
  8. Tap the Delete icon Image of trash icon. next to the symbol you want to remove.
  9. Tap Done to return to your portfolio.