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

Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.

0 comments
Answer accepted by question author
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

Was this answer helpful?

0 comments

80 additional answers

Sort by: Newest
Most helpful Newest Oldest
  1. Anonymous
    2014-09-30T17:05:36+00:00

    Hello everyone,

    I have reported this issue to the MSN team and hope to have a solution for you soon. In the meantime, please try following these steps:

    • Please rename any of your already imported/existing watchlists to a new unique name. This will help ensure that these lists are not touched by the next run of the migration process. You can do this by clicking on the “Manage watchlists” link (more details in Know more about My Watchlist)
    • Once the above is done – please go thru the above url. Note that you need to be signed in.
    • Before you click on Retry import – please note that this could result in duplicate lists. You can delete any of the duplicate lists later by going to “Manage Watchlists” again.

    • Once you click on Retry import – your migration flag will be reset and you will be sent back to the My Watchlist page which will let you go through the migration experience again.

    Please do let us know if you encountered any difficulties with these steps or report any errors here in this thread.

    Thank you for your patience!

    Adriana_F

    Was this answer helpful?

    0 comments
  2. Anonymous
    2014-09-30T15:32:40+00:00

    How do you reset or re-import your watchlist of stock transaction??  When I only my watchlists this morning some of the watchlist transactions were included.

    Was this answer helpful?

    0 comments
  3. Anonymous
    2014-09-30T15:31:44+00:00

    How do you import them again.  I never saw an import screen to start with and only a few accounts are showing up.  I've deleted them, but don't see any way to import the data.

    Was this answer helpful?

    0 comments
  4. Anonymous
    2014-09-30T13:44:49+00:00

    You are lucky it imported some. Mine didn't import any transactions. Only lists' names.

    Microsoft screwed up again. 15 years of portfolio manager down the drain.

    Was this answer helpful?

    0 comments