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
    2014-12-20T00:38:36+00:00

    I haven't tried either BK since learning from you that the current site is working again....I did look at the Watchlist site and noted that it still has not migrated dividend repurchases, etc into the portfolio of stocks ....  guess we'll just have to wait to see what happens on Monday....

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  2. Anonymous
    2014-12-20T00:13:53+00:00

    Has anyone tried to import their data to the new green site (Money Watch list) from the original Portfolio Manager? I am scared to do it as I might lose Portfolio Manager again or do something wrong &

    mess up everything. Yet, I am scared on Dec. 22, it will be gone again.  I was able to print out

    my listings of stocks, but of course haven't tried to print in all of the purchase prices, etc. Would like

    to know if anyone has tried to import data to new site. Actually, the old Portfolio Manages (blue) is

    working better now than it did before.

    BK

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  3. Anonymous
    2014-12-19T23:53:05+00:00

    Response to Chip's bullet points.

    1.   I have not been able to even attempt the import function.  I saw the import button only once after I had been away and not using the PM for about a week.  I had not seen a warning about a migration to the new watchlist. 
    2.    When this is true the watchlist is of no use.
    3.    When this is true the watchlist is of no use.
    4.   When this is true the watchlist is of no use.
    5.   When this is true the watchlist is of no use.
    6.   Much like the Obama admin. not telling us the truth or reality of this switch over.  We'll just like it.  What happened to seeing a Beta site of the new format watchlist?  When the switch was made from the older version of PM to the present WORKABLE format of PM we at least got the chance to see what it was going to do.  From the fewer page headers that I have seen, the new watchlist is not worth the paper it could be printed on, must less be used to function with.  MS and MSN must have had JGruber working on this.  Smoke, mirrors and lies.  A PhD must have put this software together.  PhD = Piled high and deeper and this proposed software is a smelly pile of manure.

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