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
    2014-10-02T18:22:34+00:00

    All right here is my current state. I had three watch list. when I imported the list I got one blank list and the other a list that I've been keeping to show a past state.

    I deleted the blank list. I would like to go back and re-migrate from the beginning if possible. I'm beginning to think that the migration process has lost all my past data.

    If you can help retry the migration to see if I'm able to recover the lists that would be helpful.

    Hi Arikjames,

    Have you tried the steps found on this page?

    Adriana

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  2. Anonymous
    2014-10-02T08:03:46+00:00

    Here is a link to the old Portfolio Manager which MorningSleeper posted.  I signed into My Watchlist and then clicked on the link below and the old Portfolio Manager came up working.  The only difference I notice so far  is you cant click on the stock symbol to get a detailed quote, but at this point who cares .... I just want access to my investment data.  MSN should provide this link to investors so they will have access their investment data.  The new Portfolio Manager looks worthless to me even if it has all the transactions.   Its functionality is very limited.          http://moneycentral.msn.com/stock_portfolio

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  3. Anonymous
    2014-10-02T00:47:47+00:00

    I tried to re-import and just got more junk.  This is not fixed yet!!!!!  Very frustrated and angry that you guys made the change without adequate testing.  Like others, I have more than 10 years of data that is presently MIA.

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  4. Anonymous
    2014-10-01T20:10:38+00:00

    All right here is my current state. I had three watch list. when I imported the list I got one blank list and the other a list that I've been keeping to show a past state.

    I deleted the blank list. I would like to go back and re-migrate from the beginning if possible. I'm beginning to think that the migration process has lost all my past data.

    If you can help retry the migration to see if I'm able to recover the lists that would be helpful.

    Was this answer helpful?

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