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Track cash or private equities in portfolio lists

Keep track of cash or private equity holdings along with stocks, bonds and other investments by adding them to portfolio lists in Yahoo Finance. Add the symbol $$CASH or use custom symbols like $$DEBT, $$EQUITY, or $$EARNINGS to fit your needs. Begin your custom symbol with $$, followed by alphanumeric characters. Just make sure you don't use special characters like &, %, and @.

Add cash or private equity holdings from a desktop browser

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Select the list you want to edit.
  4. Click My Holdings.
  5. Click Add Symbol.
  6. Enter $$CASH (or a custom symbol) in the "Find a Quote" field.
  7. Press Enter and the symbol will be added to your list.
  8. To the right of your new symbol, click Add lot.
  9. In the "Shares" field, enter the number of dollars.
  10. In the "Cost Basis" field, enter 1.

Add cash or private equity holdings from a mobile browser

  1. Sign in to Yahoo Finance.
  2. Tap the Menu icon Image of the Yahoo Finance app menu icon..
  3. Tap My Portfolio.
  4. Select the list you want to edit.
  5. Tap My Holdings.
  6. Tap the More icon Image of the More icon..
  7. Select Add Symbols.
  8. Enter $$CASH (or a custom symbol) in the "Search stocks" field.
  9. Tap Enter.
  10. To the right of your new symbol, tap the Expand icon Image of the feedback dropdown menu..
  11. Tap Add lot.
  12. In the "Shares" field, enter the number of dollars.
  13. In the "Cost Basis" field, enter 1.
  14. Tap Save lot.