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: Oldest
Most helpful Newest Oldest
  1. Anonymous
    2014-09-30T12:09:56+00:00

    I have related problem in that only part of my list transferred, it looks like the first page, I have about 100 items on my list and about a third of the list transferred.  I would appreciate getting the whole list.

    Was this answer helpful?

    0 comments
  2. Anonymous
    2014-09-30T12:18:43+00:00

    Had the same problem, only parts of my portfolio came over and not the ones I really need. I knew this would <Removed for TOU/COC Violation>. Bunch of Einstein's @ msn. Thanks MSN for your newest cluster, you really shouldn't have!

    Was this answer helpful?

    0 comments
  3. Anonymous
    2014-09-30T12:24:15+00:00

    Has this attempt for a 2nd sync resolved any issues for anyone? I am having the same problem as described by countless people above.

    Also, some functionality that I would like to see incorporated is removing some of the "lists", it is nice being able to add a watch list easily but if it is a temporary niche market list or a test list, I am unable to remove them.

    I understand that others are having the issue and this being a go-live for MSN, that you all will be very busy and this is just one service that is offered by MSN, however the one that manages people's money, I would hope takes a little bit of a precedent.

    *Fingers crossed a solution comes soon*

    Was this answer helpful?

    0 comments
  4. Anonymous
    2014-09-30T13:42:55+00:00

    I can't get the import prompt. It also says I can only have 10 watchlists. I have none. HELP!.....Ted

    Was this answer helpful?

    0 comments