Select your preference: Tax lots (actual portfolio) or One Share of Each Asset. Select File Menu | Export | Yahoo Portfolio Data. Open IAM and select the portfolio from the portfolios list. To Import your Investment Account Manager portfolio, simply follow these steps: after installing the Yahoo! Finance free application on your device. Users will need to decide: Do I want my actual share values (lot by lot) uploaded, or simply the security names without actual values.īoth methods provide meaningful results available for review by cell phone, tablet, etc.
Having the ability to monitor your portfolio holdings online is easy to accomplish with IAM and Yahoo Finance.
UPLOADING YOUR PORTFOLIO TO YAHOO FINANCE
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