Export and import portfolio data in Yahoo Finance | Finance for Web Help - SLN15034 (2024)

Importing and exporting portfolio data can only be done from a desktop browser. Export basic data fields, such as symbols, prices, or dates, from your lists as CSV files to save them as backups or for analysis in spreadsheets.

Export basic list info

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Click the portfolio name of the list you want to export.
  4. Click Export.
  5. Open the Downloads folder on your computer to find the exported file named "quotes.csv."

Import downloaded list data

  1. Sign in to Yahoo Finance.
  2. Click My Portfolio.
  3. Click Import.
  4. Click Choose File and select a CSV file that was exported from Yahoo Finance.
  5. Click Submit.
Export and import portfolio data in Yahoo Finance |
			
				
					Finance for Web Help
				
				
			
			- SLN15034 (2024)
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