Archive for the ‘User Experience’ Category

February 9th, 2011 3:28 UTC

Preview the New Yahoo! Finance Portfolios

Posted by Yahoo Finance Team in General, Portfolios, User Experience

Ongoing product innovation is important to Yahoo! and we constantly test various product designs and features to gain valuable feedback and insights from our users. Part of this process includes identifying how we can make Yahoo! Finance even more useful and personally relevant.

On Tuesday night we started testing a new Yahoo! Finance Portfolio experience in the US to further enhance usability. Based on feedback about certain key features, we have chosen to move users back to the previous Portfolio experience and will make additional updates and modifications before we roll out the new features to our US users. The previous version will be back as soon as possible – we’re hoping to have it restored by the end of the day (Thursday).

Unrelated to the Portfolios redesign, we are currently experiencing an issue on a small select set of tickers on Yahoo! Finance. Tickers such as SPY, FPX, PLND, KCE and others. The team is actively working to restore these tickers. As a result, your Portfolio experience may show “No such ticker symbol”. We will have this issue resolved shortly.

Users that preferred the updated version can continue to access it through tour U.K. site or our Canada site. We apologize for any inconvenience this caused.

We’ll soon be launching a new version of Yahoo! Finance portfolios in the US. The update features a sleek new design, more flexible ways to create, view and modify portfolios, and a more intuitive user interface. All of your existing portfolios data will remain intact.

Below is a list of improvements that we think you’ll enjoy:

  • Creating portfolios: Simplified and streamlined the process.
  • Editing portfolios: Add and remove symbols directly from portfolio view page.
  • Adding holdings: Easily add holdings and cost-basis information used to calculate value and performance.
  • Sorting your data: Instantly sort data by clicking the table headings (“Last trade,” “Volume,” “Mkt Cap,” …).
  • New ‘Recent Quotes’ page: Detailed views from the popular “Recent Quotes” module on the front page.
  • Additional ways to create portfolios: Your “Recent Quotes” and “Multiple Quote” results can be saved as a portfolio for quick future access.
  • New Yahoo! Finance Portfolios (screenshot)

    For a sneak peak at the new Yahoo! Finance portfolios, please visit our U.K. site or our Canada site, where the new design has already been launched. After you have logged in, click on the “My Portfolios” tab, and you will be able to view your portfolios as they will appear after the U.S. launch.

    Portfolios are one of the top features on Yahoo! Finance and we will continue to refine the portfolios section and add new features and innovations over the coming months. Feel free to use the ‘Feedback’ link on the UK or Canada sites. We’ll also have ‘Feedback’ turned on in the US when we launch.

    Whether you use portfolios to track your actual investments, to manage watchlists of companies or a combination of both, it’s our goal to deliver the functionality you need with an intuitive and reliable solution.

    August 31st, 2010 12:14 UTC

    Yahoo! Finance launches wider, cleaner quotes and investment pages

    Posted by Yahoo Finance Team in User Experience

    What would you do if your trendy new shoes had the same comfort as your old pair of shoes?
    Wear them even more often than the old ones, right?

    We, the Yahoo! Finance team, constantly strive to maintain the reliability and ease of use of our site and at the same time keep up with changing needs of our users and the provide best experiences that newer technologies enable.
    Today we released the existing Yahoo! Finance quotes pages in the new wide format, easier to read tables and bigger charts but same old navigation and content for which you always come to Yahoo! Finance.

    Quotes summary page (ex: now has a wider table for easy readability, a bigger chart and a quick link above the chart to add the current ticker to your portfolio. Other tool box links such as set alert, download data are now available on the bottom right corner of the page.


    Basic Charts/Technical Analysis pages now have bigger charts for better readability. You no longer have to click on ‘L’ link to see the bigger chart. You can now see all your favorite types of charts such as candlesticks, bar and line type in a larger format.


    Order Book page provides REAL TIME price and percent change as well as bid/ask (price and size) information.


    The Company, Analyst and other data pages such as Historical prices and Options, now have new fonts and wider table layouts which makes it really easy to read large chunks of financial data. In addition all the investment pages (ex: are also in the wider format.


    We have added feedback links at the bottom of all quotes pages. We appreciate your feedback on our site.

    October 14th, 2009 11:39 UTC

    Message Boards Updated, How to Create ‘Private’ Posts and Replies

    Posted by Yahoo Finance Team in General, User Experience


    Earlier this week we made a number of updates to the Yahoo! Finance message boards. Among them was a move to the latest identity management system being used across much of Yahoo!. While there were some strong user benefits of this feature, it created a lot of confusion and we didn’t communicate with you as much as we should have. Based on your input, we have rolled back to the previous way of managing and displaying your identity on the message boards.

    Over 20 million people come to Yahoo! Finance each month and many of you visit one or more of the nearly 1 million Finance message boards. Some use the message boards as a source for company research or to share investing tips and strategies. For others it’s just a source of entertainment.

    Regardless of your reason for visiting, it’s essential that your virtual identity is protected and that you can trust that the authors of the messages you read are who you think they are. Many of you have been using the Finance message boards for years, have developed reputations based on your insights and have even built friendships. Your identity is your personal brand on the message boards and it must be protected.

    Unfortunately, communities this large and focused often become the target of abuse. That’s certainly the case for the Finance message boards. Efforts earlier this year helped to reduce the incidents of reported abuse by 45% but we still have a long way to go. We’re also constantly working to improve other issues like message boards that are missing when there is a new ticker or a ticker change.

    Issues related to abuse and privacy are what prompted the new features this week. As soon as we saw your reaction, people across the organization immediately began evaluating a number of solutions and ultimately decided to remove the new feature.

    You have our commitment that any future changes like this will be clearly communicated well ahead of time, that your voices will be heard and that your input will help guide the final implementation. We ALWAYS welcome your feedback and suggestions.

    The Yahoo! Finance Message Boards were updated yesterday to support improvements in the way that user profiles can be used. In addition to new features, these updates are designed to help protect your identity, to give you more control and flexibility, and to prevent spam and abuse. For more information on Profiles please visit the Profiles blog.

    We want to make it very clear that your privacy and user experience are extremely important. You can still post and reply to messages without publicly exposing your personal information. However, the process has changed a bit. This post provides a step-by-step tutorial. Most of these steps will only need to be completed once.

    In order to post or reply to a message on the Yahoo! Finance Message Boards, you need to be signed in to a Yahoo! account.

    You can choose to post your message using your primary name or a private alias. If you prefer to use a private alias, users on the message boards will only see your alias name and it will not link to your profile. This tutorial will show you how to create and use a private alias on the message boards. Of course, if you prefer, you can also simply change your full name and display name in your profile settings. Additional information on aliases.

    1) Visit your Profile page:

    From your profile page, select ‘View Account Info’ from the ‘Account Info’ tab.


    On the Account Info page, scroll down to the ‘Account Settings’ section and select ‘Manage your Yahoo! aliases’.


    On the ‘Manage your Yahoo! identities’ page, click ‘Add an alias’ then enter your desired alias name and click ‘Save’ to the right.


    You can control how people find you and how your aliases are displayed by then visiting the settings page:

    Uncheck any aliases that you want to remain private then click save.


    Now, when you go post or reply to a message on the Yahoo! Finance Message Boards, you’ll see your identities listed in the ‘Identity’ dropdown box.

    If you want to keep your identity private, be sure to use the alias that was unchecked in the previous settings page. Messages that are posted using a private alias will not display your name or profile information and will not link to your profile. Look forward to seeing your posts!

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