My Yahoo! = My Financial Dashboard

I have been an active My Yahoo! user since its launch. The Stock Portfolios module was the first tool I used to track stocks. At that time the only investment I made was with my employee stock plans, so I used the module mainly to monitor how other companies in my industry were doing. A bubble and thousands of trades later, I am now actively managing a portfolio of a dozen securities and closely researching more than 100 others. I still find the Stock Portfolios module my best companion when I enjoy the roller-coaster ride of the capital markets.

As an active investor, I use a suite of My Yahoo! modules to track my portfolio performance, monitor foreign currencies, and make informed financial decisions. Specifically, I’ve found it handy to set up my page like a financial dashboard, with Marketing Summary , Company News and Stock Portfolios grouped next to each other.

When the markets are in session, I periodically scan the dashboard from left to right, starting at the NASDAQ intraday chart and other key indices, followed by latest news about the stocks I hold. I end at my portfolios, looking for any significant price movements that may require my immediate attention. This often triggers me to look for related news, so I point my mouse over the news icon next to the stock symbol for more info. In addition, the Stock Portfolios module also allows me to track cash balances, money market funds, mutual funds, ETFs, currencies, options and futures, in all major exchanges worldwide.

For the international investors, merchants and travelers among us, the Currency Converter provides a quick and easy way to manage forex transactions. Tip: you can track the exchange rate to as many as 6 foreign currencies at the same time by putting the currency (e.g. USD) in both the top row and the leftmost column of the currency table. This is just one of the many ways to use this compact but powerful module.

Happy investing!

Jason

My Yahoo! Product Manager

22 Responses to “My Yahoo! = My Financial Dashboard”

  1. Bbfreeze says:

    you used wordpress for this blog wow i would have thought a business could have done better or got a domain :neutral:

  2. Nguyen Van Linh says:

    hi

  3. Doug says:

    How did you manage to remove the huge display ad on your page?

  4. Jason,

    I am blind and use a screen reader to access information. When your team changed the My Yahoo! Pages, you made changes to market information that has made it impossible to read the information. I have to go to Yahoo! Finance instead.

    You have built small tables that list the ticker symbol, current price, price change, and percentage change. However, there is no indication of a security is up $0.25 or down $0.25. Maybe on screen there is an arrow or you have used a color to indicate the movement but screen readers cannot pick this up. Please ask your engineers to look into this. It works perfectly in Yahoo! Finance and the version of My Yahoo! That was up around a month ago.

    Thanks

  5. agnanta says:

    Jason,
    I interest to learn how to invest in stock or forex market, and be active investor. Can you give some advise how to do, to monitoring, what needed to take for a first step.i’m completly blind about that.
    Thank’s
    Nanta

  6. jessica leatherwood says:

    hey so whats up people i am in school and baord so anyway what is up nice blog by the way i love it

  7. nadajia says:

    hi i want to know do we have any more wallpapper,because the wallpapper is geting old

  8. . . yea . . . says:

    ….that IS a good question …..how ?? did you ?? …….gett the {{ annoying }} AD remove-ed ?? ??

  9. hannah says:

    i like had no absolute idea what you were talking about but… i liked it!;)

  10. Fedup says:

    So how do I remove the HUGE add like you did? It wouldn’t be quite so bad if it were text only, but why so HUGE! C’mon folks, I know you need to make some money but at least stop the flashing, self starting take up a third of the page adds, if I want to see it I’ll click on it! There WAS a time when Yahoo didn’t inundate us with adds, guess those times are over?

  11. SEO Elite says:

    I love the new Financials Dashboard. I can’t believe I bought a software when you guys can provide it and even much better.

    I can keep track on my portfolios all in one site!

    Thanks!

  12. Sheen says:

    I have a module feature request.

    Can you make new items since last visit or last refesh look bold, or put a new tag in front of the item?

    Thanks.

  13. melissa says:

    i use it too for at least 3 years now…is there anyway to sync w/ my sharebuilder account? or my ING account?

  14. Richard says:

    I want to echo Marc Grossman’s comment on 12/17 but for another reason. The arrows and colors that indicate the direction of the price change are not nearly as useful as the minus sign to indicate a price decline, or no sign to indicate a price increase. I copy/paste the prices to a spreadsheet to track week-to-week security values. If I miss by a day picking up the prices, I used to be able to calculate yesterday’s price by subtracting today’s change from today’s price. But this is not possible using the colored arrows. Please give us the minus sign back and dump the colored arrows.

  15. ang says:

    we need more e-mail inserts such as flowers, pictures, not only the boring smileys.

  16. ang says:

    we need more/new e-mail inserts such as pictures, flowers, etc. in place of the boring smileys.

  17. Yes, I too like the set up. Prior to redoing the home page I was able to bring my portfolio up on the sidebar, but not any more. When, if ever, will I be able to do this on the new home page?

  18. Mika says:

    Hi,

    I like the new My Yahoo! Look as well and have been a user of My Yahoo! for a long time. I have one major issue with the new set up as I cannot choose the charts for Market Summary anymore, it’s always DJI and this is a huge problem for me. I have a separate screen that displays my My Yahoo! page and in the old one I have my stock charts on the display so it’s easy to see what’s happening with the stock.
    Now with the new one I can only get the chart by moving the mouse over the button and that is not useful at all since the page is supposed to be running independently on the separate screen.
    Can’t you create an option like in the old set up where I can choose the charts myself for or create a separate stock chart module??
    Thanks

  19. Tony says:

    What is the module found at the upper left hand corner of the My Yahoo Page found above actually called? Its listed in its header as “Market Summary” but when I go to “add Content” I type in Market Summary and I can’t find it. What’s the secret? Thanks.

  20. investorama says:

    Hi,
    I’am looking for finance informer for my blog. In russian, can I use information from yahoo finance dashboard and stock data for my blogpost?
    Many russian people want to invest their money in international markets. My site is about investment for beginners. Some international stock data will be very usefull for my guests.

    Thanks.

  21. Just when you think you cant learn anymore. After reading your blog I now understand “stock market portfolio”. Thank For the great post!

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