Export and import portfolio data in Yahoo Finance

Export basic data fields, such as symbols, prices, or dates, from your lists as CSV files. Save them as backups or for analysis in spreadsheets. You can update and import these CSV files back into Yahoo Finance as separate portfolios. Importing and exporting portfolio data can only be done from a desktop browser.

Export basic list info

You can't export from portfolios that are linked to broker accounts.

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Click the portfolio name of the list you want to export.
  4. Click Export.
  5. Open the Downloads folder on your computer to find the exported file named "quotes.csv."

Import downloaded list data

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Click Import.
  4. Click Choose File and select a CSV file that was exported from Yahoo Finance.
  5. Click Submit.