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
    2014-12-30T20:15:56+00:00

    To ibiwisi,

    I can't say enough to show my appreciation for your effort and care for all of us. I have been under the

    weather during the holidays and was just about to ask whether someone contacted other financial

    institutions, like FT. It is really great you did.

    I will contact FT, too. I hope we all do the same. I hope FT will publish an article about Microsft's

    dealing about Portfolio Manager and its treatment to all the long faithful users.

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  2. Anonymous
    2014-12-30T19:45:59+00:00

    A quick update to our Community of Disgruntled Users:  I have been in touch with Financial Times's Customer Service team.  I have suggested to them that, with relatively little work on their side, they can upgrade their current portfolio manager to emulate all of the functions that we've come to know and love in the dearly Departed MSN Portfolio Manager.  FT has offered to call me to discuss my ideas in real time, and I'm hoping to schedule this call for some time this week.  I'll keep you posted on developments.

    I would urge *all* of you to contact the Financial Times.  If we can show them sufficient demand, they will quickly see the cost-benefit of taking Microsoft's place as the best-of-breed portfolio manager on the Internet. 

    By the way, I have also urged FT to consider running a news article on the recent fiasco here in Microsoft Money-land.  I've pitched them that such an article would appeal to many people who either manage their own investments, are interested in Microsoft's activities, or both.  If you agree with my line of thinking, I would urge each of you to reach out to FT and express your interest in such an article. Again, if they see high demand, the chances improve that they'll follow up on this issue.  Some public exposure might be the only thing that can possibly move Microsoft to address our concerns.  

    As I've expressed in numerous earlier posts, I would very much prefer to discuss my concerns with Microsoft rather than with FT.  But Microsoft has been consistently unresponsive, and to date they have failed/refused to engage with us.   I renew my sincere appeal to Microsoft management:  If you're listening, PLEASE either disinter the beloved Portfolio Manager, or, at least, explain to us why you can't/won't do so.

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  3. Anonymous
    2014-12-28T23:53:12+00:00

    Ditto SirOkie.  I feel as if my personal data has been stolen. I've been violated!

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