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
    2014-10-03T05:37:49+00:00

    MorningSleeper why are you trying so hard to transfer your data to the new Portfolio Manager?  It seems to me that if you succeed, you will have your transactions in a new Portfolio Manager that has very limited capabillity and usefulness.  Just Wondering, what am I missing?  Thanks again for the link to the old Portfolio Manager.  I hope  MSN changes their minds and keeps the old Portfolio Manager because it is nice.  Maybe follow Coke's lead with MSN Classic Portfolio Manager?  At least keep it open long enough to allow investors time to get their data out.  I'm like you, I probably have thousands of stock trades that go back 15 years.

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  2. Anonymous
    2014-10-03T09:18:57+00:00

    IDK, I guess after having entered so much data in the old portfolio manager over the years I would like to see it imported properly into the new watchlist so I would at least still have access to it rather than it just deleted when they stop allowing access to the old URL.

    As far how useful the imported data would be in the new watchlist, I agree it is very limited at this time compared to the old Portfolio Manager. But there is always the chance that MSN will improve it and if they did and all my data was imported I would then have the opportunity to try using it again without having to add so many old transactions.

    Anyway, I too hope they decide to keep the old Portfolio Manager as despite its flaws I think it really is the best one out there. For example, it is the only one I know of that supports high/low price targets that change the background color of triggered rows. I love that feature!

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  3. Anonymous
    2014-10-03T16:23:37+00:00

    This new Watchlist is pretty elementary stuff compared to Portfolio Manager.  Microsoft seems to love to screw this up for us every couple years or so by revamping portfolio manager.  My import only brought over some of my stocks and then what good is it anyway, because their Watchlist only has a few fixed column displays.  It's not comprehensive like Portfolio Manger is.  It's quite useless in its current state.  With all the talent and money at Microsoft you'd think they could do a roll-out like this with few or no problems.  Utterly frustrating.  Makes me want to switch everything to APPLE, go out and buy Mac's an iPad and an iPhone.  Man, this burns me.

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