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Showing posts with label Yahoo finance. Show all posts
Showing posts with label Yahoo finance. Show all posts

26 August, 2021

STOCK PORTFOLIOS Tracking with Yahoo Finance in Excel - Part 1

Do you want to manage your stock portfolio in Yahoo Finance and follow its performance in your private Excel workbook rather than somewhere in a cloud? If so, I'll show here, step by step, how to do it.

I assume that you are actual user of the Yahoo Finance site. If not, then sign up there with user Id. and password.

Create your own portfolio, if you don't have any yet, by clicking on Create Portfolio in the menu, entering portfolio name (e.g. "BestView") and selecting the currency. Click on Submit button.

At this stage you can select either one of the available Views, e.g. "DayWatch", or use Create New View option to make your own selection of portfolio columns you want to include in your View. Having done the selections, now enter your stock symbols you need to follow.

When you finish, your portfolio could look like e.g. this in the "BestView" (View using your own selections of columns: 

If you change your mind, you can still edit the table after clicking on Edit View).