Add, edit, and remove holdings in the Yahoo Finance app for iOS

Keep track of stocks you've purchased to monitor your gains and losses. Record multiple lots to track multiple purchases or Dividend Reinvestment Plan (DRIP) purchases. You can 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 a symbol

  1. On the Home tab, tap the list you want to edit.
  2. Tap the More icon Image of the More icon. .
  3. Tap Add symbol.
  4. In the Search field, enter a ticker symbol.
  5. From the list below, tap the symbol you want to add.

Delete a symbol

  1. On the Home tab, tap the list you want to edit.
  2. Tap the symbol you want to delete.
  3. Tap the Followed icon Image of the followed icon. in the upper right.
  4. Tap the Followed icon Image of the followed icon. next to the lists where you'd like to remove the symbol.

Add lots

  1. On the Home tab, tap the list you want to edit.
  2. Tap My Holdings in the upper right.
  3. In the "Shares" column for the symbol you're adding to, tap Add or the number of shares.
  4. If you're entering a new lot, tap Add Another Lot.
  5. Enter data for the lot you're adding.
  6. Tap Done.

Edit a lot

  1. On the Home tab, tap the list you want to edit.
  2. Tap My Holdings in the upper right.
  3. In the "Shares" column for the symbol you're editing, tap the number of shares.
  4. Tap the lot you want to edit.
  5. Update the data fields, as necessary.
  6. Tap Done.

Delete a lot

  1. On the Home tab, tap the list you want to edit.
  2. Tap My Holdings.
  3. In the "Shares" column for the symbol with lots you're deleting, tap the number of shares.
  4. Tap the lot you want to remove.
  5. Tap Delete lot | Delete.