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Use Extract Data for Yahoo Finance Import?

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James Durling

10 May, 2022 01:43 PM

HI,

How can I extract my investments into a CSV and upload them to Yahoo Finance? I tried the Extract Data extension but it didn't work. Perhaps I ahve to select / deselct certain options?

Thanks,
James

1. 1 Posted by Stuart Beesley ... on 10 May, 2022 03:20 PM

   

   Can you explain why ‘extract data’ extension ‘didn’t work’?

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2. 2 Posted by James Durling on 10 May, 2022 04:12 PM

   

   Hi Stuart,

   When I extract the data using "Investment Transactions" and use the default
   settings. A CSV file is produced. But when I try to upload that CSV to
   Yahoo Finance it fails....so not sure I i need to change the settings or
   use different format?

   Thanks,
   James

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3. 3 Posted by Stuart Beesley ... on 10 May, 2022 06:30 PM

   

   Ok. There’s no way that will work. The extract has not been formatted for a Yahoo Finance portfolio csv upload. Sorry. You could do it if you played with the data.

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4. 4 Posted by James Durling on 10 May, 2022 06:48 PM

   

   That's unfortunate. Would have been wonderful to able to quickly extract
   the data for use in Yahoo Finance

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5. 5 Posted by Stuart Beesley ... on 10 May, 2022 07:43 PM

   

   I did just have a play and the yahoo format is not published. You have to extract to get their format and then massage the data. It seems to be based on lots (buys/sells).

   Out of interest, is the MD portfolio screen no good for you? Or perhaps the extract-data: stockglance2020 screen?

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6. 6 Posted by James Durling on 10 May, 2022 07:56 PM

   

   It's helpful and also use the Stock Glance extension. However, the update
   frequency is limited to daily or greater. I can manually enter and maintain
   my investments in Yahoo or Google but that is too labor intensive.

   I like keeping a close eye on my investments, especially given the current
   volatility of the markets

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7. 7 Posted by Stuart Beesley ... on 14 May, 2022 11:34 AM

   

   Out of interest, do you care about the buy/sell txns in the yahoo portfolio, or just want the total shares and costs per security?

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8. 8 Posted by James Durling on 14 May, 2022 11:37 AM

   

   Yes, this way I could monitor stock performance based on cost basis

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9. 9 Posted by Stuart Beesley ... on 14 May, 2022 11:47 AM

   

   Sorry, yes what? You can still manage the stock performance with just a total line?

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10. 10 Posted by James Durling on 14 May, 2022 11:52 AM

    

    Sorry, you are correct. A total line would work.

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