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.

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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
    2014-10-03T14:56:37+00:00

    Heck, I can't even find the "Import Watchlists" page.  I only have 55 stock holdings for about 120,000 shares,  but I don't want to have to reenter the details on all of them.  A little more complete information on how to find and complete this importation would be very helpful!  It is VERY poorly conceived and even more poorly implemented.  How about just chucking all of this new **** into the dustbin and gong back to the system that we know how to operate?!?

    BTW, if this change is intended to make this site compatible with Windows 8 and/or 9/10, it is also a bad decision.  I, and many of my friends, HATE those latest versions of Windows and don't plan to ever implement them!  Microsoft, PLEASE junk all of these new systems and go back to Windows 7, a system that we understand and can work with!!!!!!!!!!!!!!!!

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  2. Anonymous
    2014-10-02T21:03:41+00:00

    Yes and page it directs you to and the link that is provided in Step 2 does not provide for a re-importation (re-migration) of my old portfolio.  It merely takes you to the Money page with no way to re-import.  I did try re-migrating my data several days ago and while it would import stocks I was watching, it would not import my portfolio data of past transactions and current stocks.  Like many here, this transition has not been well thought out or tested prior to implementation.  PLEASE figure it out so I don't loose 15+ years of data!

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  3. Anonymous
    2014-10-02T20:28:04+00:00

    As you mentioned the link in step two is not working at the moment, try the following one instead:

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

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  4. Anonymous
    2014-10-02T20:16:26+00:00

    Yes and page it directs you to and the link that is provided in Step 2 does not provide for a re-importation (re-migration) of my old portfolio.  It merely takes you to the Money page with no way to re-import.  I did try re-migrating my data several days ago and while it would import stocks I was watching, it would not import my portfolio data of past transactions and current stocks.  Like many here, this transition has not been well thought out or tested prior to implementation.  PLEASE figure it out so I don't loose 15+ years of data!

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