Keep track of cash or private equity holdings along with stocks, bonds and other investments by adding them to portfolio lists in Yahoo Finance. Add the symbol $$CASH or use custom symbols like $$DEBT, $$EQUITY, or $$EARNINGS to fit your needs. Begin your custom symbol with $$, followed by alphanumeric characters. Just make sure you don't use special characters like &, %, and @.
See Also
Manage the My Portfolio & Markets sidebar |
Yahoo Help
- SLN28273Create, delete and edit your portfolio |
Finance for Web Help
- SLN4249Manage settings in Yahoo Finance for Android |
Yahoo Help
- SLN28299Create, delete and edit your portfolio |
Finance app for Android Help
- SLN4249Add cash or private equity holdings from a desktop browser
- Sign in to Yahoo Finance.
- Click My Portfolio.
- Select the list you want to edit.
- Click My Holdings.
- Click Add Symbol.
- Enter $$CASH (or a custom symbol) in the "Find a Quote" field.
- Press Enter and the symbol will be added to your list.
- To the right of your new symbol, click Add a transaction.
- Fill in the requested info.
- Click Save transaction.
Add cash or private equity holdings from a mobile browser
- Sign in to Yahoo Finance.
- Tap the Menu icon
. - Tap My Portfolio.
- Select the list you want to edit.
- Tap My Holdings.
- Tap the More icon .
- Select Add Symbol.
- Enter $$CASH (or a custom symbol) in the "Search stocks" field.
- Tap Enter.
- To the right of your new symbol, tap the Expand icon .
- Tap Add transaction.
- Fill in the requested info.
- Tap Save transaction.
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