PORTFOLIO EXPLORER WHAT IF

What if you’d bought something else?

Edit a copy of your holdings, then compare the same dollars with another symbol on each purchase date.

Current holdings

One row per open purchase lot. Edit the table or replace its draft with CSV.

Account	Symbol	Qty	Unit Cost	Purchase Date	Remove

Scenario purchases

Symbol	Qty	Unit cost	Purchase date	Remove

The alternative

Compare up to 3 symbols

What would you have bought instead?

Separate symbols with commas. A market-closed comparison starts on its next trading day.

Portfolio analysis

Current open lots only. Values use each symbol's latest completed daily close.

By holding period

Select a period to see its lots. This replaces any chart selection.

Open lots

Sectors come from Yahoo Finance when available. Holding period uses each purchase date as of today; long-term means more than one year.

Account	Symbol	Sector	Qty	Holding period	Cost	Current value	Gain / loss

Underlying exposure

Estimated current dollar exposure from direct holdings and reported ETF holdings. Fund shares remain your actual holdings.

ETF decomposition

Named holdings are only the portion Yahoo reports. Unspecified and undecomposed amounts remain visible.

Fund	Current value	Named ticker coverage	Unspecified / undecomposed	Source

Dividends

Estimated income from current holdings. Yahoo forward annual rates are used when available; otherwise, the past 12 months of distributions provide an estimate. Future payments are not guaranteed.

By holding

Account	Symbol	Current shares	Annual rate / share	Estimated yearly income

Upcoming dates

Dates appear only when Yahoo reports a future ex-dividend or payment date. They do not confirm an amount for that event.

Latest reported distributions

Past cash amounts per share from Yahoo Finance. These do not confirm the next payment.

Symbol	Yahoo dividend date	Amount / share