How to Import Your Yahoo Finance Portfolio Into EquityStat

If you are looking for an alternative to Yahoo Finance Portfolio, you can easily import your Yahoo Finance Portfolio into EquityStat.  Recently, we enhanced our import feature to work with Yahoo portfolios.

To import your Yahoo portfolio into EquityStat, just follow these easy steps.

Step #1
Login to your Yahoo Finance Portfolio and click on a portfolio with holdings.

Yahoo Finance Portfolio example

Step #2
On page that displays your holdings, click the down arrow icon in the upper right hand corner.

You will then be prompted to either Print the portfolio or Save the portfolio as a CSV. Choose the Save option. Your CSV file will then be saved to your Downloads folder on your computer.

Step #3
Login to your EquityStat account and click the New menu at the top and choose Import Transactions from the drop down menu. Choose the portfolio you want to import into. Next, choose the file you saved in Step #2.

If you have any questions, contact our support by clicking here.