Finance B3
19 results found
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Portfolio 2.0 does not reflect splits
Following the Nvidia split on 7th June, the number of shares I own in my portfolio has not been updated. Please fix. Thanks
1st rankedWe are working on automatically updating shares for future stock splits. For now, please manually adjust your NVDA shares' quantity and cost.
With the 10-for-1 split, for every 1 share you had, you now have 10 shares. Additionally, divide your original cost per share by 10.
Thank you for your understanding! -
Reinvested Dividends Must be Allowed, Not just Cash Dividends
Please adjust model to allow Reinvested Dividends and not just Cash Dividends.
3rd ranked -
Subscripion fee option to continue old system
I would be willing to pay a Subscription fee to use old system unaltered!
3rd ranked -
Not Enough Flexibility for the Portfolio such as notes and high and low price
Not enough flexibility for the portfolio such as NNOTES and HIGH and LOW Prices
3rd ranked -
Cost Basis options in Portfolio 2.0
In addition to FIFO, it would be great to have other options, especially manually choosing the shares/lots being sold to get the most accurate cost basis. My broker permits this, and therefore any automated cost basis method is going to produce errors in my portfolio.
On a side note, I just noticed the Total Dividends column in 2.0. This is a feature I have wanted in a major platform for at least a decade and am so glad is being included now.
2nd ranked -
Go back to the old Yahoo format.
Give me the option to go back to the old Yahoo. You people need to get your act together!
3rd ranked -
3rd ranked
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Events in Calendar
It seems there are no filters for events in the Calendar, which can be overwhelming. If you're interested in North American markets specifically, you might not find a direct filter to narrow your focus.
3rd ranked -
add the option for a "dark" theme to Yahoo Finance PC version
Add the "dark" theme feature currently on Yahoo Mail to the Yahoo Finance PC version, instead of the white background that is bad on your eyes if you are watching it constantly.
3rd ranked -
Make Yahoo Finance compatible with Safari Mac OS
Yahoo Finance does not work with Safari in Mac OS. Confirmation of a new transaction does work because the save options are grayed out.
3rd ranked -
Customized portfolio names
Allow portfolio names of linked brokerage accounts to be customized
3rd ranked -
Allow any currency on portfolio summary
Currently, totals and all portfolio summary appears in USD. We should be able to select any currency, like EUR
3rd ranked -
Comparisons on Mobile - Alternatives to S&P500 (^GSPC)
On mobile, it shows your portfolio vs S&P500 which is not valuable for people who operate in other currencies. In my example, GBP has appreciated by 2% vs USD over the last few months, so it falsely gives the impression that my portfolio is underperforming, but it's actually the USD depreciating (or GBP appreciating)
3rd ranked -
Stock Splits and Stock Dividends Need to be Added Quickly!! V2.0 is messed Up!
Please add Stock Dividends and Stock Split (both Regular and Reverse) Immediately. At least with the old version there was a work around. The new version will not let us have a Zero Cost for a transaction. Plus a reverse stock split is NOT a sale, so if record as one it totally messes up the Cost Basis.
3rd ranked -
ETF Dividends in Portfolio 2.0
The new feature of automatically accounting dividends in Portfolio 2.0 is pretty nice but it's working only for stocks and not ETFs.
There are lots of ETFs that are dedicated to dividends so it would make a lot of sense to add that also for ETFs3rd ranked -
Daily P&L totals are not calculated correctly with portfolio v2 after entering transactions
Since converting the portfolios to v 2.0, the daily P&L total is incorrectly calculated when entering in transactions for the day. I've seen it go from reporting a loss for the day to reporting a profit, which is very deceiving and incorrect reporting. Please either go back to the old version, as it was never an issue or fix this urgently.
3rd ranked -
Let me set my default display
It would be nice if you could allow me to set my default display options such as specific view and compact display option. I have to go through that every time I log in and I feel it's monotonous... thanks.
3rd ranked -
Refresh and Return
Please consider... No matter where I am in my portfolio, when I select refresh button, I want to stay there and see refreshed data and not have to revert back to top and re-enter everything to get the same specific view and compact display option and then navigate to where I was originally... thanks.
3rd ranked -
Re-Start the daily Joby WS and IonQ WS or WT prices please. Warrents and their daily prices and not much else was fine in yahoo finance be
Warrents and their daily prices were fine before the change. Bring back those quotes for the daily listings.
19th ranked
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