Add, remove, or edit holdings

Keep track of stocks you've purchased. See your gains (or losses). Here's how to add, edit, or delete holdings and lots in portfolio lists.

Add a new symbol

  1. Sign in to Yahoo Finance.
  2. Click the list you want to edit under My Portfolio & Markets.
  3. Click My Holdings.
  4. Click Add symbol.
  5. In the "Find a Quote" box, enter one or more ticker symbols separated by commas.
  6. Press Enter.
    - The symbols are added to the list and you can now add lots.

Add lots

  1. Sign in to Yahoo Finance.
  2. Click the list you want to edit under My Portfolio & Markets.
  3. Click My Holdings.
  4. For the symbol you want to add a lot to, click Add lot or Add another lot.
  5. Enter the information for the lot you're adding.
  6. Repeat steps 4 and 5 to add more lots.
  7. Click Done.

Edit lots

  1. Sign in to Yahoo Finance.
  2. Click the list you want to edit under My Portfolio & Markets.
  3. Click My Holdings.
  4. Change the information for each lot you want to edit.
  5. Click Done.

Delete a lot

  1. Sign in to Yahoo Finance.
  2. Click the list you want to edit under My Portfolio & Markets.
  3. Click My Holdings.
  4. Mouse over the area to the right of the "Notes" area for the lot you want to delete and click the Delete icon Image of trash icon. that appears.
  5. Click Remove.

Delete a symbol

  1. Sign in to Yahoo Finance.
  2. Click the list you want to edit under My Portfolio & Markets.
  3. Mouse over the symbol you want to delete and click the X that appears at the end of the row.
  4. Click Confirm.

Manage multiple lots

  • Deleting multiple lots - You may have more than one lot of each symbol. To completely remove a symbol from a portfolio, delete all of its lots.
  • Tracking multiple lots - If you want to track multiple lots of the same symbol (for example, you purchased YHOO at two different times and prices), make one entry for each purchase.