Importing Your Portfolio To Investing.Com: A Step-By-Step Guide

Investing.com's app update includes new features that allow users to save their work and import portfolios. This enables users to save their technical analysis, sync their web and mobile experiences, and link to their assets on other online financial portals. One of the key features is the ability to import portfolios from Yahoo Finance. By going to the Portfolio section in the app, tapping the Add Portfolio icon, and selecting Import from Yahoo, users can easily transfer their entire portfolio to Investing.com. This provides users with seamless access to Investing.com's powerful analytic and portfolio tools, enhancing their overall investment experience.

Importing portfolio watchlists from Yahoo Finance

To get started, sign in to your Yahoo Finance account. If you are experiencing issues with your password, try re-entering it or accessing Yahoo Mail on the web or via the app. Once you are signed in, click on the portfolio name of the list you want to export. This will allow you to export basic data fields such as symbols, prices, and dates. Next, click on the download icon and select "Save this portfolio as a CSV" from the menu.

Now that you have exported your portfolio data from Yahoo Finance, you can import it into Investing.com. Go to the Portfolio section on the Investing.com app and tap the "Add Portfolio" icon. From there, select "Import from Yahoo". Your portfolio will be transferred in seconds, and you will be able to access Investing.com's powerful analytic and portfolio tools.

Saving work on an asset's technical chart

Saving your work on an asset's technical chart is a straightforward process with Investing.com. Firstly, you must register for an account on the site. Once you have completed the registration, you will be able to access the save/load buttons on the chart.

For streaming charts, you will see buttons that allow you to save all indicators, drawings, chart visual customizations, etc. per the instrument saved. For interactive charts, there are two options: saving a template or saving an analysis. If you choose to save a template, only the indicators and chart visual customisations will be saved. However, if you save an analysis, all indicators, drawings, and chart visual customisations will be saved per the instrument.

You can also save your chart as a "ChartStyle", which is a collection of specific chart settings that can be applied as a template to any symbol you wish to chart. As a member, you can create up to 50 unique ChartStyles. To save a ChartStyle, simply create a chart with your desired settings and then click the "Add New" button to save these settings as a ChartStyle. You can also save these settings as your default ChartStyle by clicking the "Save as Default" button.

Syncing web and mobile experiences

Investing.com's app update includes two new features that expand its offering. One of these is the ability to sync your web and mobile experiences. This feature allows you to save any work you have made on an asset's technical chart and access it from any device. This includes the intervals used, indicators looked at, trend lines drawn, and any other modifications made. To save your work, simply click the "Save Chart Layout" icon. To view your saved chart, click the "Load Chart Layout" icon. This feature is accessible whether you are working from your computer or a mobile device.

The ability to sync your web and mobile experiences is part of Investing.com's effort to enable you to save your technical analysis. This means that you can perform your analysis on any device and access it from anywhere. This is especially useful if you use multiple devices or work on the go.

To use this feature, simply open the Investing.com app on your mobile device and sign in to your account. If you don't already have the app, you can download it from the App Store or Google Play. Once you are signed in, you can access your saved charts and analysis by clicking on the "Load Chart Layout" icon. You can also save new charts and analysis by clicking on the "Save Chart Layout" icon.

It's important to note that to take advantage of this feature, you may need to update the Investing.com app to the latest version. This can be done through the App Store or Google Play, depending on your device. By updating the app, you will ensure that you have access to all the latest features and improvements offered by Investing.com.

Linking to other online financial portals

Investing.com's app update allows you to link your assets on other online financial portals. This feature enables you to import previously saved portfolio watchlists from Yahoo Finance. To do this, go to the Portfolio section on the app, tap the Add Portfolio icon, and then select "Import from YAHOO". Your entire portfolio will be transferred to Investing.com within seconds, giving you full access to its powerful analytic and portfolio tools.

This update also allows you to save your work on an asset's technical chart for future viewing. Any modifications you make, such as the intervals you used, the indicators you looked at, and the trend lines you drew, can be saved for later viewing by clicking the "Save Chart Layout" icon. To view your saved chart, click the "Load Chart Layout" icon. You can access the save/load chart feature whether you are working from your computer or mobile device.

Other portfolio management software, such as Morningstar Investor, also allows you to link your online accounts and easily update your portfolio. However, it is important to note that not all portfolio management software will provide the same security protection as Investing.com, which offers two-factor authentication, encryption, and third-party security protocols.

If you are looking for an alternative way to manage your portfolio, you can consider hiring a financial advisor or using robo-advisors. Financial advisors can provide more personalised investment guidance, while robo-advisors use algorithms to automatically create and rebalance portfolios with minimal human involvement.

Exporting portfolio data from Yahoo Finance

To export portfolio data from Yahoo Finance, you must be using a desktop browser. You cannot import or export portfolio data from the Yahoo Finance mobile app.

First, sign in to your Yahoo Finance account. Then, click on the portfolio name of the list you want to export. This will open the list. Next, click on the download icon. A pop-up window will appear, giving you the option to save the portfolio as a CSV file. Select "Save this portfolio as a CSV".

Your portfolio will then be downloaded as a CSV file. You can find it by opening the Downloads folder on your computer. The file will be named "quotes.csv".

Now that you have exported your portfolio data from Yahoo Finance, you can import it into Investing.com. To do this, go to the Portfolio section on the Investing.com app. Tap the Add Portfolio icon, and then select "Import from Yahoo". Your portfolio will be transferred to Investing.com, where you can access its powerful analytic and portfolio tools.

Frequently asked questions