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
    2014-12-13T21:25:33+00:00

    I have tried repeatedly to migrate my portfolio manager to watchlist.  It doesn't import.  In addition, the data in my portfolio manager is now gone.  Here's the screen shot of the error message I got:

    Can't send the screen shot.  It says there is an error with the online service.  Click to see the last known

    I clicked and got the error message again.

    Where is my data?  Why won't it import?

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  2. Anonymous
    2014-12-14T18:20:07+00:00

    We have tried to re-import watchlist and receive the same incomplete list.  Also, one of the list was completely blank and now appears to be gone.  I think we need to start fresh and have old portfolio put back.

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  3. Anonymous
    2014-12-17T00:29:22+00:00

    I hate this new MSN Money----I can't re-import my Portfolio I have had for 20 years

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  4. Anonymous
    2014-12-17T00:41:40+00:00

    I have been looking for a similar program to monitor investments in several accounts. 

    Does anyone know of a similar program, hopefully one that offers more capability? 

    I have not been able to get the Watchlist Program to show my investments, it does not appear to allow multiple accounts and has limited capability so I am looking for something else.

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