Use Extract Data for Yahoo Finance Import?

James Durling's Avatar

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

    Stuart Beesley (Mr Toolbox)'s Avatar

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

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

    James Durling's Avatar

    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

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

    Stuart Beesley (Mr Toolbox)'s Avatar

    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.

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

    James Durling's Avatar

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

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

    Stuart Beesley (Mr Toolbox)'s Avatar

    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?

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

    James Durling's Avatar

    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

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

    Stuart Beesley (Mr Toolbox)'s Avatar

    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?

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

    James Durling's Avatar

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

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

    Stuart Beesley (Mr Toolbox)'s Avatar

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

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

    James Durling's Avatar

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

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