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
    2014-09-27T18:20:39+00:00

    I had a similar problem.  The new MSN did not import all my portfolios -- and it missed the most important one.  How do I get information on how to fix this  - the url and whatever else.

    And how does one reach the support team?????

    deb123zx

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  3. Anonymous
    2014-09-25T15:21:01+00:00

    Hi MorningSleeper,

    I have an update from the MSN team:

    They are currently going through your log entries to identify where the issue was and rectify the same. If they find that the issue you faced has been fixed in subsequent deploys – then we may require you to use the process outlined below that will enable you to re-run your migration.

    FYI only - Process to re-run migration:

    On Sept 28th the support delivery team will be provided with an url that lets a user reset his/her migration status. Hence the next time the user visits “My Watchlist” again, he/she will be walked through the migration experience again. NOTE:

    a. This URL will be shared only with support team and will not be posted on the MSN Money site for broad consumption.

    b. In case of users reporting errors or who wish to be re-migrated because of various issues – support team can walk users through re-trying their migration.

    c. It is quite likely that the users may see duplicate lists at the end because of an incomplete run on the 1st attempt. Users can fix this manually by going to “Manage lists” and deleting the duplicates or they can get help from the support team.

    In addition to that, they are also creating a FAQ page hosted on the My Watchlist page that will detail how each of the features in MY Watchlist work. This FAQ doc will also have a link to the support forum to report and troubleshoot issues during migration.

    I will let you know the next steps once the MSN team has completed their investigations.

    Thank you for your patience!

    Adriana

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  4. Anonymous
    2014-09-24T21:04:41+00:00

    Your welcome Adriana, glad to hear they are on the case and will have a bit more time to try and offer a solution to the issue. I will await further word.

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