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Add, remove, or edit transactions in your portfolio

Record lots to track multiple purchases or dividend reinvestment plan (DRIP) purchases. You can enter and update holdings in your portfolios, except for those from linked brokerage accounts. Record values from short selling by using a negative "Shares" quantity (a negative value can't be entered in the "Price Paid" field).

Add a lot

From a desktopWrench icon 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 on the expand icon Image of the right arrow icon. next to the symbol.
  6. Click Add transaction.
  7. Fill in the transaction info.
  8. Click Save transaction.

From a mobile browser:

  1. Sign in to Yahoo Finance.
  2. Tap the Menu icon Image of the Menu icon..
  3. Tap My Portfolio.
  4. Select the list you want to edit.
  5. Tap My Holdings.
  6. Next to the symbol you want to add a lot to, tap the Expand caret Image of the feedback dropdown menu..
  7. Tap Add a transaction.
  8. Enter info for the lot you're adding in the data fields.
  9. Tap Save transaction.

Edit a lot

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 on the expand icon Image of the right arrow icon. next to the symbol.
  6. Click Transaction tab.
  7. Click on the menu icon  Image of the More icon. | click Edit transaction.
  8. Fill in the new transaction info.
  9. Click Save transaction.

From a mobile browser:

  1. Sign in to Yahoo Finance.
  2. Tap the Menu icon Image of the Menu icon..
  3. Tap My Portfolios.
  4. Select the list you want to edit.
  5. Tap My Holdings.
  6. Next to the symbol you want to add a lot to, tap the Expand caret Image of the feedback dropdown menu.
  7. Tap on Transactions.
  8. Tap the transaction | tap Edit on bottom left.
  9. Change the info.
  10. Tap Save transaction.

Delete a lot

From a desktop browser:

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Select the list with the lot you want to delete.
  4. Click My Holdings.
  5. Click on the expand icon Image of the right arrow icon. next to the symbol.
  6. Click Transaction tab.
  7. Click on the menu icon  Image of the More icon. | click Delete transaction.
  8. Click Confirm.

From a mobile browser:

  1. Sign in to Yahoo Finance.
  2. Tap the Menu icon Image of the Menu icon..
  3. Tap My Portfolios.
  4. Select a list from which you want to delete a transaction.
  5. Tap My Holdings.
  6. Tap on the symbol.
  7. Tap Transactions.
  8. Tap on the transaction you want to delete | tap Delete on bottom left.
  9. Tap Confirm.