I have a problem moving "my portfolio" from aol to yahoo finance. aol says it has moved contents to yahoo. yet, I do not see contents on...

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Customer

I have a problem moving "my portfolio" from aol to yahoo finance. aol says it has moved contents to yahoo. yet, I do not see contents on yahoo.

Last updated
Elixir Cada
Yahoo Expert

Hello and welcome to ExpertHelp.com! My name is Elixir Cada and I'm going to do everything in my power to answer your question to your full satisfaction!

Before we get started, I want to remind you ExpertHelp.com is an independent professional support company. We are not associated with Yahoo nor are we paid to provide support on their behalf. However, we have helped hundreds of customers with similar questions and believe we can help you too. OK, let’s get started! :)

I’m available to chat now. Please let me know that you are ready by posting a response. I’ll leave my chat session open for the next 15 minutes or so and wait for your reply. If I don’t catch you this time, please respond with a few times (including your timezone) that work best for you and we can connect then.

Last updated
Elixir Cada
Yahoo Expert

Hi Richard,

Here's the procedure to migrate AOL porfolio to Yahoo Portfolio.

Download your portfolio data

1. Sign in to AOL Portfolios.
2. Click Download All.
- You'll be prompted to download a CSV file with your portfolio data.
3. Save the CSV file to your computer.

Migrate your portfolio to Yahoo Portfolios

You can migrate your data to Yahoo Portfolios, which is part of Yahoo Finance and is free to access.

1. Sign in to AOL Portfolios with your AOL account.
2. Click MIGRATE MY DATA TO YAHOO!
3. Click GO TO YAHOO FINANCE.
4. Sign up for a Yahoo account or click Continue with Aol to use your AOL account.
5. Click Agree.
6. Enter your date of birth and click Let's get started.

Let me know if this helps. 

Posted
Customer

Where do I find "MIGRATE MY DATA TO YAHOO"?

Posted
Elixir Cada
Yahoo Expert

login to your AOL portfolio account and you will see a button there says Migrate my datato yahoo. 

Posted
Elixir Cada
Yahoo Expert

Dear Richard, It was a pleasure helping you with your Yahoo issue today. Here is a summary of the resolution.
Issue identified : cx trying to migrate aol porfolio to yahoo finance
Solution Implemented : called cx and accessed his computer. we downloaded his aol portfolio into csv file and migrated the file to yahoo finance. portfolio is now showing in yahoo finance. Answer accepted. 
If issue resurfaces in next 30 days, come back to this Question page and let me know. If you are unable to find your way back to this Question page, please contact our customer support either by email (s**t@experthelp.com) OR call us at ***-***-****

 

Posted
Customer

We/you successfully migrated 5 "my portfolio folders from aol to Yahoo Finance. However, I can not open the folders to see individual inestments contained within. I was not able to open on migration and I haven't been able to open after several attempts over the past two days.

Posted
Elixir Cada
Yahoo Expert

Hi Richard, 

Lets wait until tomorrow morning and let me know you experience same issue.

 

Posted
Customer

Good morning. i just again tried opening my folders without an ability to make it work. Can you take controls to make it work?

Posted
Elixir Cada
Yahoo Expert

NOTES: 

-called cx and accessed his computer

-checked the yahoo porfolio and re-migrated the portfolio again.

-deleted the duplicate porfolio and tried to access individually by going to "my portfolio"

-porfolios can now be accessed individually.

EOC

Posted
Customer

I am here and waiting for your response, if you are available today. I see that you wish to take control of my software.

Posted
Elixir Cada
Yahoo Expert

Hi Richard,

I called you on your phone but no one is answering the call. If its ok with you, i can call you back tomorrow morning between 9-11am est. 

 

Posted
Customer

Okay, that is fine. I'll await your call between 9-11: 00 am Pacific time on 1 Jan 2019.

Posted
Elixir Cada
Yahoo Expert

NOTES:

-contacted cx and accessed his computer. verified the the browser that he is using is an old internet explorer browser that is why he cant open the folders

-told cx to use microsoft edge. showed cx that folder can be open on microsoft edge browser

Posted
Customer

I could not connect to OATH's Yahoo Finance per your direction. Furthermore and importantly, ExpertHelp was paid for your assistance. I believe you past me off into oblivion. I should not have to go off to OATH/Yahoo Finance on my own. I paid Experthelp to solve my problem.

I am very upset that you passed me off. If you do solve my problem, it won't stop here.

Posted
Elixir Cada
Yahoo Expert

NOTES:

-contacted cx and he showed me what he is doing in accessing his portfolio

-saw that he is still using internet explorer

-told cx to use microsoft edge since some of the items will not work on internet explorer

-demonstrate to cx on how to use the microsoft edge in accessing his porfolio

-told cx to email yahoo finance via f**t@oath.com since some of the items on his porfolio in yahoo are not shwoing compated to aol dashboard porfolio

-cx will contact yahoo finance. 

Posted

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