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
    2014-12-30T22:33:47+00:00

    Can you give us a link or contact person for Financial Times?

    Thanks.

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  2. Anonymous
    2014-12-30T23:48:55+00:00

    Can you give us a link or contact person for Financial Times?

    Thanks.

    ...............

         Yes!  I contacted the main customer support e-mail address, "help" at ft.com, and received a prompt response from a Customer Service Executive named Genevieve Bumanglag; pasted below is Genevieve's contact information from one of her e-mails.  

    Genevieve Bumanglag

    Customer Service Executive

    Financial Times Customer Service

    Email: ******@ft.com

    International Toll Free: +800 0705 6477

    UK & CEMEA: +44 20 7775 6248

    US & Canada: +1 917 551 5005 or +1 855 685 2372 (Toll Free) Asia Pacific: +632 982 5780

    Japan: 0120 341 468

    India: 000 800 001 6817 (Toll Free)

         The following information appeared on the Subject line of Genevieve's response message:

         Case No. 01682900: FT Portfolio Tool    [ ref:_00D20LryV._500D0ni4f3:ref ]

         It might be helpful if everyone who contacts FT would reference the Case No. above, and perhaps also the reference information appearing above in brackets.

         I think that this is a situation where there's "power in numbers."  If enough of us contact FT, they will realize that "something's up," and it might just catch the attention of either (1) someone on the editorial staff who can drive an expose article, or (2) someone on the marketing team who can drive some quick upgrades to FT's portfolio manager, to accommodate the expected onrush of former Microsoft users (!); or (3) both.

        Let's keep the lines of communication open among us (Heaven knows, we've tried but failed to keep the lines of communication open with Microsoft!), and let's keep each other posted on any developments that we learn of.  Thanks, Community!  Regards, ibiwisi

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  3. Anonymous
    2014-12-31T00:35:52+00:00

    ...but my info did not transfer over properly..I lost everything and I was told I could not recover it since it was after 12/22/14. Can I still salvage my old MSN portfolio with all those years of figures?

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