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
    2014-09-30T22:08:05+00:00

    deb123zx, regarding deleting watchlists, try clicking the down arrow to right of watchlist name and select manage watchlist then click the X the the right of the watchlists you want to delete.

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  2. Anonymous
    2014-09-30T22:03:06+00:00

    Thanks for the URL. I tried reimporting my portfolio and while it completed the import the first time around this time it is still not importing all the symbols from one of my portfolios that has alot of stocks in it.

    While awaiting for word from your support team that was looking at my logs, I think I may have figured out the problem. The import process appears to only go through the first 50 stocks in any one portfolio in alphabetical order. Within those first 50, it imports those for which a symbol is still valid. If all 50 have valid symbols it imports the first 50 but no more.

    I tested this by deleting one of the first 50 stocks from the old portfolio, do the reimport again and seeing the 50th stock in the new watchlist increment by one.

    Having used the old Portfolio Manager for many years I have over 800 symbols loaded in my portfolio when I choose the option to show all which includes ones that have been sold completely. If I choose the option to not show ones that have been sold, I have about 250 current ones. So even if I delete all the ones in the old portfolio that have been completely sold, which I am happy to do, that leaves 250 active ones of which only 50 get imported. I can manually add more than 50 in the watchlist so this issue appears limited to the import process.

    Would you please verify whether there is a limit on the number of stocks per portfolio that can be imported and if so if this can be increased to accommodate more than 50. I don't expect 800 but I would need at least 250 to completely import current holdings in my Portfolio. Also would be helpful to know if there is a limit on how many can be manually added after an import.

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  3. Anonymous
    2014-09-30T22:00:33+00:00

    Short answer - it STILL DIDN't WORK!!!!!

    I went to the migrating my watchlist screen, using your link.  Got long list of possible portfolios and carefully selected those I want to migrate.  Clicked continue -- and they didn't migrate!!!!

    If part of the problem is that I have too many portfolios (more than 10) -- I can't delete any that have already been migrated.  So, I can't get the ones I need.  And I have a long list of possible portfolios from Money and another long list of "Apps", none of which I want and none of which I can delete.

    If this doesn't get fixed SOON, it's goodbye MSN, hello Yahoo.

    deb123zx

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