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
    2014-09-30T18:05:15+00:00

    Hello everyone,

    Please go to Know more about My Watchlistwhich contains a link to My Watchlist: FAQand steps to retry importing your watchlist.

    Hope this helps.

    Thanks,

    Adriana_F

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  2. Anonymous
    2014-09-30T18:00:58+00:00

    While Importing to new MSN Money Portfolio Manager I lost more than 70% of my data!

    I ALSO imported all of my portfolio watchlists from the old MSN to the New MSN Portfolio Manager.    I seem to have successfully imported all of the accounts, BUT ONLY 1/4 OF THE STOCKS TRANSFERED OVER TO THE NEW PORTFOLIO LIST!  WHAT HAPPENED TO THE REST OF MY DATA?

    THE TRANSACTIONS ARE IN A FORMAT THAT IS ALMOST IMPOSSIBLE TO USE. THE NEW PORTFOLIO MANAGER ALSO HAS NO OPTIONS FOR PRINTING OUT THE PORTFOLIOS. I USE TO COMBINE PORTFOLIOS INTO ONE PRINT OUT. THIS NEW FORMAT DOES NOT APPEAR TO ALLOW THAT.

    THE PORTFOLIO MANAGER IS COMPLETELY USELESS TO ME IN THIS NEW OVER SIMPLIFIED, I REPEAT OVER SIMPLIFIED FORMAT.

    I WISH YOUR SUPPORT PEOPLE WOULD HAVE NOTIFIED US IN ADVANCE OF THIS NEW INADEQUATE PORTFOLIO FORMAT SO I WOULD HAVE NOT BOTHERED TO LOAD 10 YEARS OF DATA INTO THE PORTFOLIO, IN WHICH NOW APPEARS MY DATA APPEARS TO BE PERMENTALY LOST!

    ALSO THE NUMBER AND AMOUNT OF PORTFOLIO COLUMN HEADINGS ARE NOT ABLE TO BE MODIFIED ANY LONGER.  THIS NEW PORTFOLIO FORMAT IS TOTALLY USELESS FOR THE ADVANCED USER.

    I GUESS I'M OUT OF LUCK ON GETTING MY OLD DATA BACK AT THIS POINT.  YOUR FEEDBACK GRADE IS F. FOR FAILURE TO PROVIDE ANY USEFUL PORTFOLIO FORMAT BEYOUND A BEGINNER STAGE.

    BY CHANCE IS THERE A DELUXE VERSION OF MSN MONEY PORTFOLIO MANAGER THAT YOU FORGOT TO MENTION TO YOUR USER GROUP FOR THE MORE ADVANCED USERS?

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  3. Anonymous
    2014-09-30T15:28:46+00:00

    I've lost all of my stocks.  The 3 portfolios that moved over to the new MSN watchlist are empty.  How can I recover my stock portfolios?

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