Importing to new MSN Money Portfolio Manager

Anonymous
2014-09-27T15:24:59+00:00

I imported all of my watchlists/portfolio watchlists from the old MSN to the New MSN Portfolio Manager.    I seem to have successfully imported all of the accounts, but none of the transactions were imported, or I can't find them.   If I go to the specific portfolio the only item that is present is the name of the investment, when I go to the portfolio holdings or transactions tab, the fields are blank.   I have more than 10 years of data in the old MSN Portfolio manager with monthly dividend reinvestments, buys and sells, etc.    I hope that this information is not lost.   Please help me.

Also, the old MSN would provide a total value of all of my portfolios with a total return and todays total return at the top of the page, it was more like a summary of all of the investments in one view.   Will the new MSN Money site do this as well?  I think that was a good feature as I don't want to delve into each portfolio on a daily basis to see how the investments performed.

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
2014-10-03T17:18:11+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?

1 person found this answer helpful.
0 comments
Answer accepted by question author
Anonymous
2014-09-28T05:52:24+00:00

Hi,

Welcome to Microsoft Community.

Portfolio Manager is now combined with your WatchList. My MSN stock quotes, MSN Money Watchlist and Portfolio manager accounts were all migrated to the new "My Watchlist"! Scroll down to "Money" and click on My Watchlist.

You may refer this thread suggested by “MorningSleeper” which resembles the similar issue you are facing to fix the issue:

http://answers.microsoft.com/en-us/newmsn/forum/newmsn_set-newmsn_othersub/import-of-portfolio-manager-into-my-watchlist-did/4e4f7796-8290-46e4-8d96-8c33c3518d21

For more information regarding MSN money refer this link:

http://onlinehelp.microsoft.com/en-us/msn/Money.aspx

Hope this helps. If you need further assistance with Windows, let us know and will be glad to help.

Was this answer helpful?

1 person found this answer helpful.
0 comments

96 additional answers

Sort by: Most helpful
Most helpful Newest Oldest
  1. Anonymous
    2014-12-20T06:53:27+00:00

    I didn't find the place to export Portfolio Manager to Watchlist either & nothing I tried in the past worked. I am waiting hoping someone will answer that has done it successfully before I try again.  I did print the Portfolio Manager stocks so at least I have the cost basis of each stock & the names & symbol for each stock I own or am  watching, Just click on "Print Portfolio" in the blue part next to "Change settings."  I do not know how to print all of the transaction data for each stock. The old Portfolio Manager (blue) is working better than ever now.  Surely wish they would keep it. "Old dogs don't like to learn new ticks."

    Was this answer helpful?

    0 comments
  2. Anonymous
    2014-12-20T04:01:56+00:00

    So far, I am not able to even see the prompt or find a place to export Portfolio Manager to Watchlist.

    As far as I can tell by reading all the posts, the migration is not working.

    Does anyone know how to PRINT from Portfolio Manager all the transactions I have made with all

    the positions? That way, I can at least keep a copy for my record. Thanks.

    Was this answer helpful?

    0 comments
  3. Anonymous
    2014-12-20T01:02:57+00:00

    Did you ever try to transfer your stocks from Portfolio Manager (blue) to the new Money Watchlist (green)?

    I did awhile go, but nothing transferred.  I called & talked to 2 agents who tried to do it for me & they said you could only try it once.  Nothing ever transferred or it transferred & disappeared. They told me there was nothing I could do. Actually, I think I knew more than they did about it. I just don't know if I should try again or if they will keep the old Portfolio Manager, which I wish they would do.  I am sure it will disappear & I should probably try again to transfer.  Just want to know if anyone else was successful in transferring.

    The old Portfolio Manager use to keep track of dividends, but this hasn't happened in years.

    Was this answer helpful?

    0 comments