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.

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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
    2014-12-19T00:55:28+00:00

    I agree, this is a very bad situation and I am totally disgusted with MSN.

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  2. Anonymous
    2014-12-19T00:28:34+00:00

    Hi Adriana,

    Let all of us be frank and truthful. The usefulness of the new Watchlist is very poor and not even close 

    to the old Portfolio Manager which many people have used for years. From this point on, I request you

    to talk to the Microsoft management and the tech team to do the following:

    1. Tell us the real reason why Portfolio Manager is shutting down and needs to migrate to Watchlist.

        Watchlist is not same as Portfolio Manager and probably has one-tenth of the functionality of

        Portfolio Manager.

    1. Fix the problems of Portfolio Manager (right now, no one can get into it. It has been the case for

        6 days). Once the problems are fixed, extend the deadline to some time next year.

    1. Ask the management to consider keeping Portfolio Manager product as it is a good product and

       Watchlist is not.

    This situation is really hurting Microsoft's reputation. I know Bill Gates will not tolerate this situation.

    Thanks.

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  3. Anonymous
    2014-12-18T21:35:30+00:00

    Hello everyone,

    We have escalated the issue with the errors seen on the old portfolio as well as the new one to the MSN team and hope to have an update soon.

    Thanks for your patience.

    Adriana

    Please, quickly. Get nothing but error messages trying to access old portfolio. As all stated previously, new site not useful anyway. Leave the old porfolio alone please. Total cluster!

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