Tracking Your Portfolio on Yahoo! Finance 5.00 / 5 (100.00%) 1 vote

Every investor needs to carefully monitor the values of stocks, bonds, precious metals and commodities that he or she owns. Tracking your portfolio on Yahoo! Finance is an easy way to accomplish this. You can freely use this financial information website to track your holdings in real time. If desired, Yahoo! will automatically import data from your broker or generate a combined overview of two or more portfolios.

This investment tracking tool can personalize financial data for you. For example, it will show you how much the price of a security has increased or decreased since you bought it. You can also view data on all of your holdings on one page. This eliminates the need to repeatedly enter different company or commodity symbols. Furthermore, you may conveniently save private notes on each stock.

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Yahoo! Finance offers a few different tracking options to suit different types of investors. You can choose to simply monitor a group of indices and/or stocks that you may or may not hold. Alternately, it will let you assemble a full history of transactions or track the prices and quantities of shares that you currently own. There is also an application that you can use to track investments on a smart phone.

It is easier to get started if you already have a Yahoo! account. Just visit the finance page and click the link for your portfolios. Next, scroll down until you find the link to create a new portfolio. If you do not have an account, you will need to register and supply some basic personal information. It may expect you to enter a Captcha verification code, so this might take a few minutes.

When you are ready to build a portfolio, you can choose to do it manually or automatically. Investors who use approved brokerages can enter their account details and receive portfolio data from the brokers computer system. Yahoo! Finance also allows you to manually enter symbols and other details. This is a desirable option if you have a small investment portfolio or prefer not to supply all of your information.

Regardless of how you set up the portfolios, you will need to select the attributes that you want to track. Yahoo! uses these preferences to customize the data and charts that it displays. It consolidates all of the information into a single Web page, making it easy and quick to monitor your investments at any time. It will also help you assess the similarities and differences between separate portfolios.

To sum it up, this website offers a convenient, flexible system for monitoring your financial holdings. Tracking your portfolio on Yahoo! Finance will help you consider every important factor and make the right trade at the optimal time. You can evaluate your entire portfolio instead of looking at each investment separately. It also saves time, decreases typing-related errors and reduces the need for handwritten notes.