Importing your portfolio from Yahoo! Finance

Having the ability to manage your portfolio holdings within Investment Account Manager v3.1.6 will provide many important tools and reports not available in Yahoo! Finance. IAM allows:

   Centralized Secure Portfolio Management – Desktop Application – totally private
   Multiple Portfolio Management and Collective Reporting
   Detailed, Informative and Customizable Reporting
   Portfolio Allocation and Rebalancing Analysis
   Mutual Fund Composition Analysis – Asset Type, Sector
   Portfolio Performance with Benchmark Comparisons
   Fundamental Ratio Analysis
   Financial Institution Downloads
   Automatic Security Price Updating
   Mutual Fund Composition Analysis
   Create Historical Pricing Databases

Since 1985 Investment Account Manager has provided investors with detailed portfolio management tools and professional reporting.
 
Importing from Yahoo! Finance

To Import your Yahoo! portfolio, simply follow these steps.

1.) Go to https://finance.yahoo.com/ and then select My Portfolio (see attachment 1).

Select the portfolio you wish to export to IAM to open within Yahoo!

2.) Next click on Export (see attachment 2).

This will create a file called “quotes.csv” which will be saved to your PC's download folder.

Creating the portfolio in Investment Account Manager.

3.) Start IAM and selected File Menu | Import | Yahoo Portfolio Data (see attachment 3).

4.) Now give the portfolio a name within Investment Account Manager (see attachment 4), and then click on Next.

5.) Select the location of the file downloaded from Yahoo!, then the file, and then the Select button (attachment 5) and then click on import (attachment 6).
                  
6.) Check the following screens closely for any editing which may be needed (attachments 7 and 8 ).
 
7.) Review IAM's import audit report (attachment 9).

Your portfolio is now part of Investment Account Manager, as shown on IAM's Home Page (attachment 10).

Please see www.investmentaccountmanager.com for video tutorials, forums, blogs, and other help, including access to our team.

Thank you for your interest in Investment Account Manager.
« Last Edit: May 07, 2019, 11:10:25 AM by Forum Administrator »