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: Newest
Most helpful Newest Oldest
  1. Anonymous
    2015-02-07T15:50:57+00:00

    Goodbye MSN Money, you are of no use to me now.

    Was this answer helpful?

    0 comments
  2. Anonymous
    2015-01-03T04:58:47+00:00

    I thought about these ideas and waited for a few hours before voicing my opinion.

    I think ibiwisi's idea is a sound one. Microsoft, obviously, does not care about all these long time

    users and supporters. Microsoft also bets that after a while, all these voices will die down and 

    it will be just like nothing ever happened. Microsoft does not even have the decency to tell us

    the true reason of pulling plug on Portfolio Manager. Therefore, the only way that can possibly 

    make Microsoft react is for an organization, like Financial Times, Morningstar, thestreet.com, 

    Bloomberg, Motley Fools and the likes to make a report of this situation. 

    Many of us Disgruntled Users have moved on from Microsoft and its pathetic new Watchlist.

    There was another thread on this site discussing the situation, with over 50 pages of unhappy posts, but that seems to have suddenly been removed. Can't imagine why.

    Most of us were debating between Portfolio Managers from Financial Times or Morningstar or Google or CNN.

    No one was expecting anything in the way of a decent response from MSN.

    Was this answer helpful?

    0 comments
  3. Anonymous
    2015-01-03T04:54:20+00:00

    I spoke with someone who knows what happened.  I was told that the person who ran the page got terminated and that some temporary employees have constructed this new page and/or are operating it.  I explained broadly why the old page worked and why this page doesn't.  I expect that my message will be passed on to those who have some power to do something.  We shall see.

    Yeah, right.

    They could care less.

    Was this answer helpful?

    0 comments