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
    2014-12-19T21:22:13+00:00

    When I go to my old portfolios which should d still be available until 12/22 it will not open and I get a message that it could not find the silverlight plug in. I had a level 2 microsoft teck reinstall silverlight but am still having yhe same problem. What can I do to correct this before the 12/22 date when I will lose everything?

    I just went on the (blue) old Portfolio Manager & it works.  The red messagw saying will be discontinue

    is still there.  Is the old one (Portfolio Manager) going to work again or should we try again to transfer

    our data to the new (green) Money Portfolio Watch list?

    BK

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  2. Anonymous
    2014-12-19T04:42:11+00:00

    When I go to my old portfolios which should d still be available until 12/22 it will not open and I get a message that it could not find the silverlight plug in. I had a level 2 microsoft teck reinstall silverlight but am still having yhe same problem. What can I do to correct this before the 12/22 date when I will lose everything?

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  3. Anonymous
    2014-12-19T03:20:15+00:00

    Excellent---totally agree.  Adriana, please get this fixed.  Portfolio Manager was fine.  Why do you try to fix something when it isn't broken?  We are very frustrated.  Please keep us updated.

    Thank you,

    BK.

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