Here's a work-around that MSN may not leave available for long. Just type in moneycentral.msn.com/stock_portfolio in your browser's address bar. Takes you directly to the old site. I guess it would be wise to print or write out all your data just in case the answer to the import issue is to enter everything in again, one by one.
How do I get to my Portfolio in the new MSN Money format?
I can't locate my Portfolio in the new MSN Money Investments format - where is it?
Windows for home | Other | Apps
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Anonymous
2014-10-01T08:46:09+00:00 Hello everyone,
Please try the steps found here: Migrating my watchlist
Thanks,
Adriana
"Migrating My Watchlist" comes the closest to anything I have found to help me migrate my portfolio, but it is not well explained. For each portfolio segment there is a check box and a select dot, one (or both) of which apparently allows one to either migrate a portfolio segment or not. Which one, the check box or the select dot? Why have two selection options?? How do they differ???.
In addition I was not able to modify each and every check box. The check boxes in the last half of the portfolio segments could not be changed.
And of course, no one ever wanted to have their portfolio broken up into portfolio segments anyway. One wants to review their entire portfolio on the same screen. I do hope that Microsoft can backup to the old MSN Money and then restudy this project with real portfolios.
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Anonymous
2014-10-01T03:36:11+00:00 Adriana,
I did that, still nothing.
BG
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Anonymous
2014-10-01T03:30:36+00:00 I'm trying to import 4 accounts from the old Portfolio Manager into this crippled version. The first attempt left me with a single "watch" list that was empty. (It seems that in addition to the 4 PM accounts, I also have 3 watch lists floating around somewhere). The second attempt, following your instructions imported the 3 watch lists but I still don't have the 4 PM accounts. I don't use the watch lists, I do (or did) use the 4 PM accounts.
On another note, I liked having all 4 PM accounts accessible on a single web page with summary information. It looks like the replacement will only display one list at a time (?). Is this a "feature"? How do we get back to the old Portfolio Manager? I would say that the new version is a BETA and not yet ready for prime time. For the record, I'd like to "opt out" of the BETA.