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Add, remove, or edit portfolio holdings

Get the rundown on adding, editing, or deleting portfolio holdings.

Add or edit holdings

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

Delete holdings

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio, then select a portfolio from the portfolio-selector drop-down.
  3. Click Add/edit holdings.
  4. To the right of the holding click the X icon, then click Remove.
    • The "X icon" is in the right-most column in the portfolio. You may need to scroll your window to the right to see it.
  5. Click Save.

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 have purchased YHOO at two different times and prices), make one entry for each purchase.

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