Uploading Your Portfolio to Yahoo Finance

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Users of Investment Account Manager 4 will find the process of uploading their portfolio holdings to Yahoo! Finance easy to accomplish. This process enables users to easily monitor their holdings from other locations and mobile devices.

Simply follow these steps:

  1. Open IAMv4 and select File Menu | Export | Yahoo Portfolio Data

  2. Users can then decide to create the file reflecting actual share values (lot by lot) or simply the security names with 1 share of each without actual values. Both methods provide meaningful results available for review once the import process is complete.

  3. In the next step, users can define a location and name for the export function. Make note of the file name and location once saved.

  4. Close or minimize IAM4 and then open the Yahoo! Finance (http://www.yahoo.com) web site. Sign in or create a new account.
  5. Click on 'My Portfolio' in the Menu Bar and then 'Create New Portfolio'.

  6. Next, create a portfolio by selecting the option to 'Import a .csv file':

  7. Click on the image to select and upload your file.

    By doing so, you will have uploaded your portfolio to Yahoo!
  8. The final step is to rename your portfolio on Yahoo!'s website: Click on 'Settings' then 'Rename Portfolio'.

That's it... you now can easily monitor your portfolio while traveling, including from any mobile devices that have the Yahoo! Finance app installed.
Need help? Try our Resources page.