How to Add Shares in Yahoo Finance

Yahoo Finance is a handy online tool to store your financial information, research stocks, and keep track of market trends. However, the interface may seem overcomplicated for new users due to the wide array of features. This guide will explain how to add, edit, and delete shares in Yahoo Finance on PC and mobile devices.

How to Add Shares in Yahoo Finance from a PC

Adding new shares in Yahoo Finance is simple – here’s how to do that:

1. Head to the Yahoo Finance web page and log in to your account.
   
2. Select “My Portfolio” at the top of the page.
   
3. Open your portfolio.
   
4. Click on “Add Symbol” and type in the name of the company which shares you’ve purchased or sold.
   
5. Once the company name is added to your Symbols list, click an “My Holdings” next to it to expand a menu.
   
6. Enter details of the trade, such as the date, cost, shares, high limit, and notes.
   
7. Click on “Add Lot” to save the changes.
   

That’s it – you can find your entered share information at any time in the “My Holdings” menu under the company name.

How to Add Shares in Yahoo Finance from an iPhone

If you’re using the Yahoo Finance iOS app, follow the instructions below to add new shares:

1. Launch the Yahoo Finance app and sign in to your account.
   
2. Navigate to the “Home” tab at the bottom of your screen.
   
3. Tap your portfolio name under the “Lists” section to open it.
   
4. Find the necessary company name in your “Holdings” menu and tap “Shares” in the corresponding line.
   
5. Enter your trade date, price, and the number of shares, then tap “Save. “

How to Add Shares in Yahoo Finance from an Android

The instructions for adding new shares to your Yahoo Finance portfolio on Android are slightly different than on the desktop version. Follow the steps below:

1. Open the Yahoo Finance app and log in to your account.
   
2. Tap the home icon at the bottom left to open the dashboard.
   
3. Tap your portfolio name under “Lists.”
   
4. You’ll see a list of all your holdings. Under the “Shares” column, tap “Add” next to the company name which shares you’ve bought or sold.
   
5. Enter the number of shares, price, and trade date.
   
6. Tap “Save.”
   

You can now find your shares in your portfolio under the “Holdings” section at any time.

How to Edit and Delete Shares in Yahoo Finance

If you’ve entered incorrect shares details into your Yahoo Finance portfolio, follow the steps below to edit the information on a PC:

1. Log in to your Yahoo Finance account and head to the “My Portfolio” tab.
   
2. Open the necessary portfolio.
   
3. Navigate to the “My Holdings” tab.
   
4. Find the necessary company name and click the downward arrow next to it to expand the view.
   
5. You’ll see all your shares registered under that company name. Edit the details and click on any blank space on your screen – the changes will be saved automatically.
   

Alternatively, you may delete the shares record entirely:

1. Log in to your Yahoo Finance Account.
   
2. Open your portfolio from the “My Portfolio” tab.
   
3. Click “My Holdings.”
   
4. Fins the necessary shares record and click the trash bin icon on the right. The record will be deleted instantly.
   

In the Yahoo Finance mobile app, the instructions are slightly different. Here’s how to edit your shares details:

1. Launch the mobile app and sign in.
   
2. Navigate to the “Home” tab by tapping a house icon at the bottom of your screen.
   
3. Under “Lists,” tap your portfolio name.
   
4. Find the necessary record under “Shares” and tap it.
   
5. You’ll see your specific company’s total shares. Tap the shares record you’d like to edit.
   
6. Edit the trade details and tap “Save.”
   

If you’d like to delete a record instead of editing it, follow the steps below:

1. Open the Yahoo Finance mobile app and sign in to your account.
   
2. Open your portfolio from the “Home” tab.
   
3. Select your portfolio.
   
4. Find the necessary record under “Shares.”
   
5. Tap a record you’d like to delete to see the details.
   
6. Tap “Delete” at the upper right and tap “Ok” to confirm.
   
   

How to Change a List Name in Yahoo Finance

You can change your Yahoo Finance list name at any time. Here’s how to do that on the Yahoo Finance desktop version:

1. Log in to your account.
   
2. Click “My Portfolio” at the top of your screen.
   
3. Choose the name of the list you’d like to rename.
   
4. Click “Settings” and select “Rename Portfolio” from the dropdown menu.
   
5. Edit the list name and click “Save.”
   

If you’d like to change a list name in Yahoo Finance mobile app, follow the steps below:

1. Open the mobile app and log in if necessary.
   
2. Tap the house icon at the bottom of your screen to open the “Home” menu.
   
3. Select the name of the list you’d like to edit under “Lists.”
   
4. Tap the pencil icon at the bottom right.
   
5. Edit the “List Name” line and tap “Save” in the upper right corner.
   

How to Delete a Symbol from Yahoo Finance Portfolio

You can quickly delete a symbol of multiple symbols at once from your Yahoo Finance portfolio. Here’s how to do that in the desktop version:

1. Log in to your account and click “My Portfolio” at the top of the screen.
   
2. Select the name of a portfolio you want to edit.
   
3. Navigate to the “Summary” tab.
   
4. Mark the checkboxes next to the symbols you’d like to delete. Alternatively, you may click the checkbox at the very top next to “Symbol” to select all symbols at once.
   
5. Click on “Delete Symbols,” then on “Confirm.”
   

If you’re using Yahoo Finance on a mobile device, follow the instructions below:

1. Launch the Yahoo Finance mobile app and navigate to the “Home” tab at the bottom of your screen.
   
2. Select your portfolio under the “Lists” section.
   
3. Open the necessary list and tap a pencil icon at the bottom right of your screen.
   
4. You’ll see all your records from that list. Tap checkboxes next to the records you’d like to delete.
   
5. Tap the trash bin icon at the bottom left.
   

Alternatively, you may delete a list entirely. Here’s how to do that:

1. Open Yahoo Finance on your mobile device and log in.
   
2. Open your portfolio from the “Home” tab. You can find it under the “Lists” section.
   
3. Select the necessary list and tap the “Edit” icon in the bottom right corner.
   
4. Tap the trash bin icon at the bottom right and confirm your choice by selecting “Ok.”
   

Keep Your Shares Under Control

Hopefully, our guide has helped you figure out the Yahoo Finance interface. It may appear tricky at first but turns out pretty convenient once you get used to it. Keep up with the financial market news and invest wisely – Yahoo Finance is of great help in that.

Which other tools for managing personal finances and trading can you recommend? Share your top picks in the comments section below.