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
    2014-09-30T22:36:12+00:00

    What was wrong with the old system?  As others have stated, we depended on that data, and now it's going away.  Thanks.

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  2. Anonymous
    2014-09-30T23:00:20+00:00

    PrincetonMN

    I believe you and I are out of luck on getting any usable portfolio manager out of Microsoft MSN anymore. This reminds me of the time when Microsoft decided to discontinue Microsoft Money. Microsoft did try to help by providing a data file for conversion and doing some coordination with Quicken. Quicken took over the migration issue and did a pretty good job after some time back and forth with the user group interface. In the end Microsoft did me a favor by forcing me to use Quicken. It turned out to be a much better financial program.

    It looks like Microsoft wants to back out completely from the portfolio management tools, probably a cost saving strategy from Microsoft's new management team.

    Chip

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  3. Anonymous
    2014-10-01T01:10:48+00:00

    Chip,

    I'm thinkin you are right. I too used to use Microsoft Money, first finance software I had used so I liked it. Still learning Quicken all these years later. I used to have my Money software auto load into Portfolio Manager for years. Then they improved Portfolio Manager and you could no longer auto upload Money to it.

    Money went away, and Portfolio Manager has been losing functions over the years. In fact for quite sometime now I have not been able to track a Money Market mutual fund in Portfolio Manager. Years ago I would track our Investment clubs Cash amount, Portfolio Manager quit tracking cash accounts, so I was using a Prime Money Market mutual fund account to track our cash that I would print for our meetings. A year or so ago I could not make any Prime Money Market mutual fund accounts to work in Portfolio Manager, so my printed reports haven't included our cash amount for some time now.

    I have seen several people mention Yahoo finance, curious what they actually have available. Seems that the new players in the internet world are almost always better than Microsoft anymore.

    Thanks Chip for your post.

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