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
    2014-12-23T01:38:54+00:00

    Not certain that trying to express our disgust to SNadella will do any good.  

    Remember the uproar of him telling women to just go along with the upper management making THEIR decisions with regard to a woman's request for any uplift in a pay raise or possibly a promotion.  He just told them sit down, shut up and be quite like a good respectful little person or underling.  I would expect the same with the regard to this mess.  

    He won't give a damn about us peons.  Hope we have enough PO PM users angry enough that when we all walk away to APPLE that he might understand the errors of his way.  But I doubt that as well.

    Arrogant SOB.

    SirOkie

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  2. Anonymous
    2014-12-23T00:45:01+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.

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  3. Anonymous
    2014-12-22T21:35:59+00:00

    What about approaching Motley Fools, Seeking Alpha or Financial Intelligence Report?  

    SirOkie

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