Add, remove, or edit portfolio holdings

Here's how to add, edit, or delete portfolio holdings.

Add or edit holdings

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio and select a portfolio from the drop-down menu.
  3. Click Edit.
  4. Click Add/edit holdings data.
  5. Add holdings you’d like to track or edit existing holdings.
  6. Click Save.

Delete holdings

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio and select a portfolio from the drop-down menu.
  3. To the right of the holding click the X, then click Remove.

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.