Blog | Product features

Easily import your Yahoo Finance portfolio into Sharesight

by Angela Thompson, Senior Digital Marketing Manager, Sharesight | Nov 23rd 2017

So you’ve realised that your broker’s performance reporting is either inaccurate or non-existent. And you decided to take matters into your own hands by tracking your investment portfolio using Yahoo Finance.

Sound familiar?

Admitting you had a problem was the first step. But when it comes to tracking the performance of your portfolio, Yahoo Finance is definitely not the solution to that problem.

That’s because Yahoo Finance doesn’t track the impact of:

  • Dividends
  • Brokerage fees
  • Foreign currency fluctuations
  • Annualised returns

...on the performance of your investment portfolio, giving you potentially misleading information that could lead to bad investment decisions.

Like Google Finance, the number one issue with Yahoo Finance is that it only calculates your simple return -- the difference between what you paid for the stock, and what it’s worth now. That’s bad because it doesn’t show you how you’re really performing each year.

The only way to confidently track your performance is by using a purpose-built portfolio tracker such as Sharesight. It provides you a full picture of your portfolio performance, tracking the crucial components missed by Yahoo Finance, and so much more (see Yahoo Finance vs Sharesight -- comparing portfolio trackers for more details).

featured - import yahoo finance portfolio to sharesight

Importing your Yahoo Finance portfolio into Sharesight is easy.

The good news it that it easier than ever to save/download a copy of your Yahoo Finance portfolio data and import it directly into Sharesight.

Essentially all you need to do is:

  1. Download your portfolio from Yahoo Finance (as an .csv file)
  2. Upload it to Sharesight

screenshot - sharesight + yahoo finance

Don’t worry – you’ll be given the chance to review and edit your trade data. And once you’ve made any necessary adjustments, your Sharesight portfolio will be populated with your Yahoo Finance portfolio. This will allow you to:

  • View your portfolio performance across various date ranges -- something you can’t do with Yahoo Finance.
  • View your actual dividends -- unlike Yahoo Finance, which assumes you only own 1 share’s worth.

Date Range, Total Return, and Dividends

To learn why Sharesight is more than just a Yahoo Finance alternative, check out: Yahoo Finance vs Sharesight -- comparing portfolio trackers.

For step-by-step instructions on importing your Yahoo Finance portfolio to Sharesight, check out our dedicated help page: Import your historical trading data from Yahoo Finance.

Solve your portfolio tracking problem. Sign up for a FREE Sharesight account and upload your Yahoo Finance portfolio today!