Importing to new MSN Money Portfolio Manager

Anonymous

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.

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.

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Anonymous

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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Answer accepted by question author

Anonymous

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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96 additional answers

Anonymous

2014-09-30T18:08:57+00:00

I too am having this same problem , I appear to have lost MY List (stock listings) .how do I find it????? The directions listed do not work. I would like the old system BACK Thanks.
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Anonymous

2014-09-30T18:30:47+00:00

I don't see a link to retry import
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Anonymous

2014-09-30T18:51:26+00:00

I too am having this same problem , I appear to have lost MY List (stock listings) .how do I find it????? The directions listed do not work. I would like the old system BACK Thanks.

Hi bobhenstock,

Please try following the steps located here: Migrating my watchlist

Thanks,

Adriana
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