Import of portfolio manager into my watchlist did not import all my stocks

Anonymous
2014-09-18T18:35:47+00:00

Decided to try out the new MSN so I imported portfolio manager into my watchlist. I have 100s of stocks with over 10 years worth of transactions yet it only imported a small fraction of the total transactions and only for symbols beginning with AA - AN. Since it appeared to import them in alphabetical order, I checked the symbol in Portfolio Manager that was after the last one that was imported and there is nothing wrong with it. 

I checked the transactions page and it states at the top in red "Some transactions in this portfolio are invalid." yet when I review the transactions none are highlighted in red as having a problem and looking at them they all look fine. What is the point of such a error message when there is no indication of what transactions it thinks are invalid so I can try to fix?!

Also see the number columns on the transaction page like price, quantity, split only support manual entry of two decimal points instead of four like the portfolio manager. Four decimal points should be supported for many reasons. For example, many stocks, including most that I buy, can be bought and sold at prices that are four decimals and since stock splits now have to be entered as a decimal one cannot accurately add a split. For example for a 1 for 6 split one should enter .1667 to get the correct number of resulting shares not .16 or .17 Anyway, as a test, I changed all of those with 4 decimals (from the import) to 2 decimals but the "invalid" error did not go away.

Since most of my portfolio is missing it does not matter much but I also noticed the header at the top does not show the total portfolio value, Manage icon, etc...

When I was prompted to import the portfolio manager it showed an example screenshot that contained such.

Windows for home | Other | Apps

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Anonymous
2014-10-03T17:32:25+00:00

Hello everybody,

Thank you for participating in our forum, for reporting the issues with the portfolio migration and providing your feedback. The product team is actively reviewing all this information and working on providing fixes to some of the issues you have encountered.

In the meantime and to help centralize this information, I have started a new thread called Know more about My Watchlistwhich contains the most up-to-date information regarding the new features and a link to the article listing the steps for re-importing your portfolio in case you have not received all of your Watchlist/Portfolio data on the first try. That thread will make it easier for me to try and respond to your questions and to quickly gather information I can share with the product team.

Moving forward, please post your comments and questions on that thread.

Thank you!

Adriana_F

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  1. Anonymous
    2014-12-12T13:54:12+00:00

    The ‘feedback’ block at bottom right of the Watchlist page addresses the Product developers.  It will take only a few sentences, but would be good to tell them about these issues.  They do not read these forum exchanges.

    Thanks for the tip from Bob Rowe on Know more about My Watchlist about the incompatible transactions.  This got me on the right track.

    It took some doing, but I went through all the transactions in each account in the older MSN Portfolio.

    I changed all those to ‘buy’, ‘sell’, or ‘reinvest dividends’.  I then deleted all ‘Watchlists’ item, and did the ‘retry’ import/migration.  I had to do this several times before I located all the incompatible transactions.

    Now all share balances and transaction history in the Watchlists are correct.  Each of my accounts is now a separate Portfolio in the Watchlists, in random order, not what I wanted.

    After each import, the Watchlist Portfolios appear in a different order.  I see no way to rearrange the order.

    Heading for the airport today, will see what I have again after Dec 24.

    The ‘feedback’ block at bottom right of the Watchlist page addresses the Product developers.  It will take only a few sentences, but would be good to tell them about these issues.  They do not read these forum exchanges.

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  2. Anonymous
    2014-12-10T18:03:17+00:00

    Dec 10

    The Watchlist page has no way or link to retry the data import from the old Portfolio.  I found the link in another of the several forums about this subject: 

    http://www.msn.com/en-us/money/watchlist/migrationsupport

    The old Portfolio is still available at http://moneycentral.msn.com/stock_portfolio .  This says it will ‘shut down completely on Dec 22, 2014’.

    From the print function at the top, I made a copy, saving account names and quantities, as I have done every month for the 15 years.  There is no way to save the hundreds of transactions from the past 15 years.

    Since I will be away from Dec 12 through Dec 23, I will have no Portfolio when I return, no way to make and end of year printout.

    The new Watchlist is not really a Portfolio. 

    In my case, the Watchlist itself is a list of the various funds held in my accounts, with no ‘portfolio holdings’.  Even old funds no longer used are listed.  This cannot be corrected using the ‘manage transactions’ function, where I selected to show only funds currently held’.

    Each of my accounts is shown as a separate Watchlist, and includes the holdings in each account. 

    Only one of these has the correct balance.  The balances in the old Portfolio are correct.

    At each of these holding, transactions can be listed back about 2 years.  A red message says ‘some transactions in this portfolio are invalid’.  That is a mystery; all transactions are ok in the old Portfolio.

    Position balances are shown to only 2 decimal places.  That alone makes them incorrect.

    There is no way to rearrange the columns across the top.  I do not see a way to print a report, which would be for only one position.  The entire portfolio cannot be seen on the same page.

    I have deleted all Watchlists, made a new Watchlist marked ‘default’ and run the ‘retry import’ repeatedly.  I get the same result every time, incorrect data.

    To summarize, it is a sad state of affairs.

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  3. Anonymous
    2014-12-09T17:12:18+00:00

    I agree. this has been going on for months.

    I pay MSN yearly and only because of Portfolio Manager.

    If it is terminated I will cancel my MSN account.

    Reinstate the previous Portfolio Manager which worked just fine.

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  4. Anonymous
    2014-12-09T12:27:35+00:00

    Thank you for your attention which is a very serious problem......please don't terminate the old Portfolio Manager until you have a suitable replacement free of almost all problems.  Thanks

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