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  1. Link or manually add your brokerage accounts to securely monitor your portfolio performance, dividends, asset and sector diversity and more. Yahoo Finance does not store your broker credentials and lets you sign in to get started.

    • Mail

      It's time to get stuff done with Yahoo Mail. Just add your...

    • Finance

      At Yahoo Finance, you get free stock quotes, up-to-date...

  2. Add portfolio holdings manually or link your online brokerage account to track your overall performance. Yahoo Finance also offers high yield savings accounts, popular quotes, sectors, crypto and more.

  3. Track your investments by entering your holdings information. Add notes to your entered holdings for facts, reminders, or other info. You can also enter your cash or private equity holdings into...

    • Overview
    • How Does it Work?
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    • GeneratedCaptionsTabForHeroSec

    is an integral part of investing in securities. Even

    long-term investors need to follow the news and trends that affect both

    and the whole market. This not only improves knowledge of the securities but also give perspective on when to add to positions or lighten them.

    It also aids in understanding market patterns and whether or not the movement of a security is due to the actual company performance or if it is a tangential impact from overall market or sector news. Using a tracking tool, like Yahoo! Finance, is probably the easiest way to monitor portfolios, especially if an investor has more than one portfolio (such as a

    and a personal investment account).

    Yahoo! Finance allows users to sync up with

    Yahoo! Finance provides help with

    related to setting up and tracking a portfolio

    , but below we provide a quick guide on how to use the tool.

    link on the Yahoo! Finance home page (left side of page), users can select the “create new” link.

    Here users can sync up to investment accounts at over 80 brokers and new portfolios are created.

    The first step in the manual setup is to input

    Relying on monthly statements to track retirement or

    is ineffective in today’s fast-paced markets. That's where Yahoo! Finance comes in. You can use it to

    It allows you to merge all investment accounts, including

    , into one account that you can track. This should help you in understanding where investment risks lie. For example, if the same security is owned in several accounts, it may unknowingly create a higher specific stock risk for you.

    Learn how to use Yahoo! Finance to sync up with brokerage accounts, create customized portfolio metrics, and monitor investment performance. This article provides a quick guide on how to set up and use the tool, as well as its benefits and features.

    • Kristina Zucchi
  4. Track transactions in Yahoo Finance with Portfolio 2.0. Keep track of the ticker symbols you're following or holding to keep your financial life organized. Once you've set up stocks to...

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