I've started setting up Yahoo finance this week end in the hope that it will provide me end of day actual valuations for my holdings.
I'm running 4 portfolios, so my hope is that I can look at one valuation figure and not go around 4 platforms.

I've set up a portfolio for shares and one for IT's and I'm happy with them, my problem is with a portfolio for funds, namely that I cannot stop the fund portfolio showing my holdings in a 'symbol' identification and not the actual name , I.e. Fundsmith.

I've tried using the 'create new view' which changes it on the page, I save that change but on going out and then coming back in, the identification has changed back to 'symbol'
If the site actually works ok on end of trading Monday and I can view all my holdings on one site, great!

Can any one help please?

Contact their customer service maybe or your bank. When it comes to all the financial operations bank of america customer service https://bank-of-america.pissedconsumer.com/customer-service.html is always very helpful and that's the reason i've been their client for many and many years now. I am sure someone will be able to help you you out.

I’ve run into a similar problem with fund names on Yahoo Finance. In some cases, Yahoo only has the ticker symbol stored—especially for certain mutual funds or UCITS—so it defaults to showing the symbol in your portfolio rather than the full fund name. A few things you might try:

Manual Ticker Entry: If you click “Add Symbol” and enter the fund’s ticker precisely (for example, the ISIN or the exact ticker Yahoo uses), sometimes Yahoo will pull in the proper name. This isn’t guaranteed, but worth a try.

Use a Custom Label: When you’re in the “My Portfolio” section, see if there’s a column or a setting that lets you rename a position manually. In some layouts, you can add a new column (e.g., “Notes” or “Custom”) to store the fund’s actual name. It’s not perfect, but it can help you keep track of what’s what.

Alternative Tools: If Yahoo Finance won’t cooperate, you could look into other portfolio trackers. Some third-party platforms let you customize holdings names more freely. If you’re managing multiple portfolios across different brokers or currencies, you might also benefit from using an orchestration layer—some people mention Corefy for consolidating multi-currency transactions, though that might be more than you need if you’re just after a fund name fix.

In most cases, the issue is simply that Yahoo Finance’s data feed doesn’t recognize certain fund names. If the “Create New View” option keeps reverting, you may just be running into a quirk of how Yahoo formats its fund data. Hopefully one of the workarounds above can help you label your fund properly or at least keep it straight in your reports.