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Import CSV from Yahoo Finance (watchlist)
Jonny Taulen avatar
Written by Jonny Taulen
Updated over a year ago

A short guide explaining how you can generate a CSV of your transaction history from Yahoo Finance into our Delta Investment Tracker which will give you accurate profit/loss for your historical data.


If you already have the CSV and are looking for how you can import it, see https://support.delta.app/en/articles/8001491-how-can-i-import-data-from-a-csv

If you encounter any issues while importing a CSV file directly exported from Yahoo Finance, please don't hesitate to get in touch with our Support team at support@delta.app or on the support page in the app.

The below steps will cover both cases for both your portfolio and your watchlist. In case you want to import your watchlist, we will follow these assets for you in the Delta app.

  1. Open and log in to Yahoo Finance ( https://finance.yahoo.com/ ).

  2. Hover over 'My Portfolio' in the main menu, select the portfolio you want to export, or select the portfolio on the right side, as shown in the screenshot below.

  3. Click ' Export ' on the right side, and the CSV will be downloaded and saved immediately. You can go ahead and use this CSV file to import your transactions directly into Delta-

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