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Yahoo Finance Portfolios

A helpful place to also put any annual reports etc, of your own portfolios
AJC5001
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Yahoo Finance Portfolios

#661287

Postby AJC5001 » April 24th, 2024, 10:39 pm

I have a number of portfolios in Yahoo Finance (HYP, IT's Watchlists etc).
Today there is a new piece of information "We are discontinuing Basic Portfolio. Please upgrade to Portfolio 2.0."
I have been ignoring their suggestions to convert up until now as I was quite happy with the Basic version, which I must have been using for years.
Has anyone performed this conversion with their own portfolio(s)?
If so, what conclusion do you have?

Adrian

seagles
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Re: Yahoo Finance Portfolios

#661336

Postby seagles » April 25th, 2024, 11:23 am

Upgraded mine yesterday. No difference, but that could be because I created my own personal view for the display.

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Re: Yahoo Finance Portfolios

#661936

Postby cinelli » April 29th, 2024, 10:24 am

I too use Yahoo portfolio and have seen the warning message. I went to Google to seek advice on upgrading and saw some savage criticism of the new scheme. This has rather put me off changing. I wonder if there a way of downloading existing holdings then, having created a new P2 portfolio, uploading. I am hoping that, surely, I don't have to type in holdings.

Cinelli

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Re: Yahoo Finance Portfolios

#661987

Postby spiderbill » April 29th, 2024, 1:13 pm

Just upgraded mine - no change that I can see. I have a number of watchlists which I converted first before converting my main portfolio listing. When they switched ok I went ahead.

cheers
Spiderbill


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