How to create a portfolio

This document provides steps for creating a portfolio on Yahoo Finance.


How to create a portfolio:

  1. Navigate to the Yahoo Finance homepage and sign inA "Sign In" link appears in the upper left portion of the page to your account.
  2. Hover your mouse pointer over the My Portfolios tab.
  3. Select Create Portfolio.
  4. Type a name into the Portfolio Name text box.
  5. Do one of the following:
    • If you do not know a company's ticker symbol:
      1. Place your cursor in the "Company or Symbol" text box.
      2. Begin typing a company name and the search assist will show matches.
      3. From the list that appears, click on an appropriate item. 
      4. Once the ticker appears in the text box, click Add Symbol.
      5. Repeat as necessary.
    • If you do know a company's ticker symbol:
      1. Place your cursor in the large text box below the "Company or Symbol" text box.
      2. Begin typing a ticker.
      3. Separate multiple tickers with spaces or commas.
  6. To add market indices, check the appropriate boxes below the "Add market indices" heading.
  7. Select an appropriate view from the Default View drop-down menu.
  8. Select appropriate "Advanced Settings".
  9. Click Save.

How to access the new portfolio you just created:

  1. Hover your mouse pointer over the My Portfolios tab.
  2. From the drop-down menu, select the portfolio you would like to view.
    Note: If your portfolio does not appear in the "My Portfolios" drop-down, make sure that you are signed in to your account.

  • Once you have created a watchlist portfolio using the above steps, you can convert it into a transaction portfolio. For more information, see our help article about how to create a transaction portfolio.
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