Add, remove, or edit holdings in your portfolio

Keep track of stocks you've purchased and see your gains (or losses). Record multiple lots to track multiple purchases or Dividend Reinvestment Plan (DRIP) purchases. Here's how to add, edit, or delete holdings and lots in portfolio lists.

  You can record a negative value for a holding using a negative "Shares" quantity (a negative value can't be entered in the "Price Paid" field).

Add a new symbol

  1. Sign in to Yahoo7 Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click Add symbol.
  4. In the "Find a Quote" box, enter one or more ticker symbols separated by commas.
  5. Press Enter.
    - The symbols are added to the list.

Add lots

  1. Sign in to Yahoo7 Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click My Holdings.
  4. For the symbol you want to add a lot to, click Add lot or Add another lot.
  5. Enter information for the lot you're adding in the data fields (the info is saved automatically).
  6. Repeat steps 4 and 5 to add more lots.

Edit lots

  1. Sign in to Yahoo7 Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click My Holdings.
  4. Click the rightward pointing arrow next to a symbol to show its lots.
  5. Change the information for each lot you want to edit (the info is saved automatically).

Delete a lot

  1. Sign in to Yahoo7 Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click My Holdings.
  4. Click the rightward pointing arrow next to a symbol to show its lots.
  5. Mouse over the area to the right of the "Notes" for the lot you want to delete and click the Delete icon Image of trash icon. that appears.
  6. Click Remove.

Delete a symbol

  1. Sign in to Yahoo7 Finance.
  2. On the My Portfolios page, select the list you want to edit.
  3. Click Summary.
  4. Select the symbol or symbols you want to delete.
  5. Click Delete Symbols.
  6. Click Confirm.