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
    2014-09-30T22:05:34+00:00

    Adriana,

    I retried the import and the same results got migrated into the new MSN sight.

    The following are points covering what is wrong with migration

    1. the migration does not pull in any mutual fund data on price and quantity
    2. The total of each mutual fund in dollars is missing
    3. much of the transaction for mutual funds is missing
    4. On the pure stock portfolios the migration will only pull over a maximum of 30 stocks. After 30 stocks the list is cut off and the remaining data is not pulled over.
    5. This new portfolio manager is not a portfolio manager it is designed to be a watch list manager and that is about all the capability it has at the present time.
    6. Tell your user world exactly how the new investment manager works in relationship to the old investor manager. Be truthful and do not send us around in circles with your answers.

    chip

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  2. Anonymous
    2014-09-30T21:08:51+00:00

    I too agree with ChipMorton's exact problem. I used to use Portfolio managaer for my Investment club. It listed all the clubs portfolio holdings. I had arranged different headings along the top that the members were interested in, like 52 week low, 52 week high, dividend info, what we paid, stocks latest price, etc. I would PRINT copies for the members at our monthly meetings. I had our holdings and few companies we were watching ALL on the SAME PAGE. Unless I am missing something, I now have to view several different screens to obtain the same info. It appears impossible to PRINT.

    Even if I could print it would be pages and pages to display the same information. Is there a way around this?

    Can you print the portfolio?

    Can you edit the column headers?

    Any way possible to display Holdings and a Watch account on same page?

    Any way possible to display on a SINGLE page, prices paid, current price, fundamentals on SAME page?

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  3. Anonymous
    2014-09-30T19:11:01+00:00

    I tried it--but no success.

    The accounts do not migrate.  (Have they emigrated somewhere else? Scotland?)

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