Yahoo Finance Review (2026)
Yahoo Finance gives you free portfolios with lots, dividends and US brokerage linking, next to the quotes and news many investors already read. The one thing to know: performance, risk and diversification views need a paid plan, and the prices Yahoo shows first are yearly-billing rates. Bronze costs $9.95 a month, or $95.40 billed yearly.
By Wealthy Pot Editorial · Facts checked October 19, 2026
Facts checked October 19, 2026 against Yahoo Finance's own pricing, help and policy pages (9 sources, listed below). We re-check prices about once a month. We do not earn a commission from Yahoo.
Yahoo Finance at a glance
| Free | $0; portfolios and watchlists, charts, alerts, up to 5 years of financials, 100+ exchanges; ads shown [2] |
|---|---|
| Bronze | $9.95 a month, or $7.95 a month billed $95.40 yearly; adds portfolio performance, volatility risk and diversification views, unlimited price alerts, no standard ads [1] |
| Silver | $24.95 a month, or $19.95 a month billed $239.40 yearly; adds Morningstar ratings, fair value, research reports, dividend scores and model portfolios [1] |
| Gold | $49.95 a month, or $39.95 a month billed $479.40 yearly; adds about 40 years of downloadable financials, extra screeners and chart patterns [1] |
| Free trial | 7 days on Gold; cancel before it ends to avoid a charge [1] |
| Refunds | None, except within 14 calendar days after an annual plan auto-renews [1] |
| Brokerage linking | Through Yodlee and Plaid, in the US only [3] |
| Other ways in | CSV import, manual entry, portfolio import and export [5] |
| Free portfolio tools | Transactions (including short sales), lots, automatic dividend import, dividend and cash management [5] |
| What it tracks | Stocks, ETFs, funds, crypto, options and currencies; cash and private equity entered by hand; portfolio currency selectable [4] |
| Quote data | Nasdaq real time; NYSE indices, OTC and options 15 minutes delayed; crypto real time; quotes from ICE Data Services [6] |
| Paid analytics coverage | Focused on US stocks and non-US stocks traded on US exchanges [1] |
| Platforms | Web, iPhone and Android; subscriptions can be bought in the apps [1] |
| Company | Yahoo, sold by Verizon to Apollo funds in a deal that closed September 1, 2021 [8] |
What Yahoo Finance costs
| Plan | Paying monthly, 1 year | Annual plan, 1 year | 3 years (cheapest way) | Annual plan saves |
|---|---|---|---|---|
| Free | $0 | - | $0 | - |
| Bronze | $119.40 | $95.40 | $286.20 | $24 (20%) |
| Silver | $299.40 | $239.40 | $718.20 | $60 (20%) |
| Gold | $599.40 | $479.40 | $1,438.20 | $120 (20%) |
Our arithmetic from the listed prices, before sales tax, assuming today's prices hold; subscriptions can renew at a different rate. Prices in US dollars. Yahoo's plans page opens on yearly billing, so the $7.95, $19.95 and $39.95 shown first are per-month rates for plans billed yearly. Yahoo calls yearly billing 20% off. Payment needs a US bank-issued Visa, Mastercard, American Express or Discover card.
How Yahoo Finance works
Yahoo Finance portfolios are free. You can link a US brokerage account through Yodlee or Plaid, import a CSV file or enter trades by hand, and the portfolio tracks lots, short sales, cash and dividends, which Yahoo imports automatically. Yahoo says it does not store your broker credentials, though the aggregator may, and that it saves your linked portfolio data to show balances and send alerts. Brokerage linking works only in the US.
The paid tiers are research add-ons more than tracking upgrades. Bronze adds the views most people want from a tracker: performance trends, volatility risk and diversification, plus unlimited price alerts and no standard ads. Silver adds Morningstar ratings, fair value estimates and research reports, and Gold adds about 40 years of downloadable financials and extra screeners. Yahoo does not publish whether returns are time-weighted or money-weighted, and we found no capital-gains or tax report on any tier; for the tax side, see our capital gains tax guide.
A hypothetical year on Bronze: month to month it costs $9.95 x 12 = $119.40; billed yearly it is $95.40, a $24 saving, the same figure Yahoo prints. The catch is refunds. Yahoo gives none, except within 14 days after an annual plan renews, so if you pay $95.40 up front and stop after two months, the rest of the year is not returned. Paying $9.95 for one or two months first costs a little more but shows whether the analytics are worth $95.40.
Pros
- Free portfolios with lots, short sales, cash and automatic dividends
- US brokerage linking through Yodlee or Plaid, not described as a paid feature
- Quotes, news and holdings in one app on web, iPhone and Android
- Yearly billing saves $24 to $120 a year against paying monthly
Cons
- Performance, risk and diversification views start at Bronze
- Ads on the free version; paid plans may still show rate widgets
- No refunds except right after an annual renewal
- No tax reports, and no stated return method
- Brokerage linking is US only
Who Yahoo Finance fits, and who should skip it
A good fit if
- You want a free tracker with lots and dividends, linked to a US brokerage account.
- You already read Yahoo Finance quotes and news and want your holdings in the same place.
- You want Morningstar ratings and research reports next to your portfolio (Silver).
Look elsewhere if
- You need dividend income and capital-gains reports: Sharesight has them from $84 a year.
- You live outside the US or use a non-US broker: linking is US only; Snowball Analytics syncs brokers in the US, Europe, UK and Asia, by its own account.
- You want no ads and no broker login, for free: Ghostfolio is open source and can be self-hosted.
Limitations to know
- Brokerage linking is available in the US only. [3]
- Premium portfolio and research tools focus on US stocks and non-US stocks listed on US exchanges. [1]
- The free plan shows up to 5 years of financials. [2]
- Paid plans remove standard ads but may still show ad widgets with rate information. [1]
- Only Gold has a free trial (7 days). [1]
Yahoo Finance compared with alternatives
| Tracker | Price | Sync and import | Platforms |
|---|---|---|---|
| Yahoo Finance | Free portfolios; Bronze $9.95/mo ($95.40/yr), Silver $24.95/mo ($239.40/yr), Gold $49.95/mo ($479.40/yr) | US brokerage linking (Yodlee, Plaid); CSV import; manual | Web, iOS, Android |
| Sharesight | Free (10 holdings); Starter $7/mo yearly or $9.33 monthly; Standard $18 or $24; Premium $23.25 or $31 (USD) | Broker email forwarding, file import, some direct links; manual | Web, iOS, Android |
| Snowball Analytics | Free; Starter $7.99/mo or $79.99/yr, Investor $14.99 or $149.99, Expert $24.99 or $249.99 | Broker sync on paid plans (Yodlee, SnapTrade); file import on free | Web, iOS, Android |
| Delta | Free (10 assets fully shown); PRO $6.99/mo or $53.88/yr; PRO+ $13.99/mo, $107.88/yr or $299 lifetime | Unlimited broker, exchange and wallet links on all plans; CSV import | iOS, Android, Web |
| Kubera | No free tier (14-day trial); Essentials $250/yr, Black $2,500/yr, Gold $10,000/yr | Read-only links via Plaid, MX, Yodlee, SnapTrade and others; crypto by address | Web, iOS, Android |
- Pick Sharesight if you want dividend and capital-gains reports and trade imports from broker emails.
- Pick Snowball Analytics if you want dividend forecasts and broker sync outside the US.
- Pick Delta if you hold crypto and stocks and want exchanges and wallets in one app.
- Pick Kubera if you want your whole net worth, including real estate and private investments, in one balance sheet.
Security and privacy
- Linking runs through Yodlee and Plaid; Yahoo says it does not store your broker credentials, though the aggregator may. [3]
- Yahoo saves linked portfolio data to show holdings, reduce latency and send alerts. [3]
- Yahoo's privacy policy says it does not sell information that identifies you individually, with exceptions, but it uses your data to target ads on and off Yahoo; you can opt out. [7]
- Yahoo is not a broker-dealer. [3]
- Yahoo's plan and help pages we used do not say whether the broker link is read-only or how two-factor login works for Yahoo accounts.
Recent changes
| Date | What changed |
|---|---|
| Apr 23, 2024 | Archived plans page shows Bronze, Silver and Gold at $9.95, $24.95 and $49.95 a month and $95.40, $239.40 and $479.40 a year, the same as on October 19, 2026. [9] |
| Sep 1, 2021 | Verizon's sale of Verizon Media, Yahoo's parent, to Apollo funds closed. [8] |
Yahoo Finance FAQ
Is Yahoo Finance portfolio tracking free?
Yes. Portfolios, watchlists, lots, dividends and US brokerage linking are on the free plan, with ads. Performance, risk and diversification views need Bronze or higher.
How much does Yahoo Finance cost?
Bronze is $9.95 a month, Silver $24.95 and Gold $49.95. Billed yearly they cost $95.40, $239.40 and $479.40, which Yahoo shows as $7.95, $19.95 and $39.95 a month. Gold has a 7-day free trial.
Does Yahoo Finance sync with my broker?
In the US, yes: Yahoo links brokerage accounts through Yodlee and Plaid. Outside the US, brokerage linking is not available, so you import a CSV file or enter trades by hand.
Is Yahoo Finance Bronze worth it?
If you want to see your portfolio's performance, volatility and diversification and drop the standard ads, Bronze adds exactly that for $95.40 a year. If you need tax reports, it does not add them; <a href="/portfolio-trackers/sharesight/">Sharesight</a> does.
Yahoo Finance vs Sharesight?
Yahoo is free for basic portfolios and links US brokers through Yodlee and Plaid, but charges for performance views and has no tax reports. <a href="/portfolio-trackers/sharesight/">Sharesight</a> imports trades from broker emails and files, and its paid plans add taxable income and realized-gains reports. Our <a href="/portfolio-trackers/">tracker comparison</a> lists both.
How we researched this review
We did not get paid or receive a free account for this page. We read Yahoo Finance's own pricing page, help center, security and privacy pages and app-store listing on October 19, 2026, quoted each fact from those pages, and link every one below. We did not run a long-term hands-on test, so we do not score the app; where a point rests on what the company says rather than something we can check, we attribute it to Yahoo Finance. Cost figures are our own arithmetic. We re-check prices and plans about once a month and log changes in the table above.
Sources
- Yahoo Finance, Plans (prices, feature table and FAQ), checked October 19, 2026.
- Yahoo Help, Yahoo Finance plans compared, checked October 19, 2026.
- Yahoo Help, Link your brokerage account in Yahoo Finance, checked October 19, 2026.
- Yahoo Help, Create and manage portfolios, checked October 19, 2026.
- Yahoo Help, Import portfolios and portfolio features, checked October 19, 2026.
- Yahoo Help, Exchanges and data providers on Yahoo Finance, checked October 19, 2026.
- Yahoo, Privacy policy, checked October 19, 2026.
- Verizon, Third-quarter 2021 earnings release (SEC exhibit 99), checked October 19, 2026.
- Internet Archive, Yahoo Finance plans page captured April 23, 2024, checked October 19, 2026.
This review is for general information, not investment advice. A tracker shows what you hold; its returns and dividend forecasts are estimates. Prices change; check the vendor's site before you subscribe.