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Help please! with Yahoo finance settings.

TUVOK
Posts: 530 Forumite

I've started setting up Yahoo finance this week end in the hope that it will provide me end of day actual valuations for my holdings.
I'm running 4 portfolios, so my hope is that I can look at one valuation figure and not go around 4 platforms.
I've set up a portfolio for shares and one for IT's and I'm happy with them, my problem is with a portfolio for funds, namely that I cannot stop the fund portfolio showing my holdings in a 'symbol' identification and not the actual name , I.e. Fundsmith.
I've tried using the 'create new view' which changes it on the page, I save that change but on going out and then coming back in, the identification has changed back to 'symbol'
If the site actually works ok on end of trading Monday and I can view all my holdings on one site, great!
Can any one help please?
I'm running 4 portfolios, so my hope is that I can look at one valuation figure and not go around 4 platforms.
I've set up a portfolio for shares and one for IT's and I'm happy with them, my problem is with a portfolio for funds, namely that I cannot stop the fund portfolio showing my holdings in a 'symbol' identification and not the actual name , I.e. Fundsmith.
I've tried using the 'create new view' which changes it on the page, I save that change but on going out and then coming back in, the identification has changed back to 'symbol'
If the site actually works ok on end of trading Monday and I can view all my holdings on one site, great!
Can any one help please?
0
Comments
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Had a notification from 'frugalmacdougal' re altering 'Yahoo finance settings' it appears to be lost?
He kindly gave instructions on what to do but I need more help from him - hopefully?
If you see this or any one else who can help thanks0 -
Not the answer to your question but It might be possible to use other sites.
Equities and funds here.
Investors Chronicle - Markets Data - Portfolio
New free Power Portfolio - track your real or virtual investments | This is Money
Not sure about funds ?
Virtual Portfolio and Watchlist | London Stock Exchange
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coastline said:Not the answer to your question but It might be possible to use other sites.
Equities and funds here.
Investors Chronicle - Markets Data - Portfolio
New free Power Portfolio - track your real or virtual investments | This is Money
Not sure about funds ?
Virtual Portfolio and Watchlist | London Stock Exchange1 -
Hi,think it was this:From HERE.How do I remove the stock symbol from my portfolio list?Delete symbols from a list
- Under "Lists" on the Home tab, tap the name of the list you want to delete a symbol from.
- Tap the Edit list icon. in the upper right corner.
- Tap the Delete icon to remove a symbol from the list.
- Tap Delete to confirm.
- Tap Save to keep your changes
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