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

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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

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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.

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  1. Anonymous
    2014-12-22T17:46:36+00:00

    I had the old MSN Money Portfolio Manager. They keep saying that it will disappear today unless you import it into the new manager. Unfortunately, the pop up to do this is nowhere to be found. So, my whole portfolio is no longer viewable and there is no way to import it into the new one. Any advice ?

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  2. Anonymous
    2014-12-22T15:46:28+00:00

    Never have been able to get a print out dump of all transactions of each individual stock or fund that we may have been tracking.  That was one drawback of the Old Portfolio Manager tracker.  It always just provided a rollup view of the stock or fund.  

    SirOkie

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  3. Anonymous
    2014-12-22T15:36:48+00:00

    I don't even get the import button which is supposed to be available when the MyWatchlist comes up!!!  Even clicked all the place on the Wathchlist noted as MyWatchlis!!! Again nothing!!!

    I believe that MyWatchlist is the place for us to go and see that all of our input data over the years (some of mine went back to 1978 info).   This sight is the Magical MyWatchlist!!!  We just sit and watch it disappear!!

    I guess we need to just drop MSN and MS operating PC's and move to Quicken, Yahoo finance or Google finance of Apple products.

    I have an iphone and ipad and will now be investing in a Macbook Pro and an iMac.  

    B - B Bye MSN and MS.

    SirOkie

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