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
    2014-12-22T20:58:01+00:00

    Agree 

    Who knows that trick to get to MS CEO with all the complaints with regard to MYWatchList???

    Proceed post-haste.

    SirOkie

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  2. Anonymous
    2014-12-22T20:43:38+00:00

    What we need to do now - send all these responses and comments 

    requests to Microsoft's CEO. Let him see how his team treated so many

    faithful users and supporters.

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  3. Anonymous
    2014-12-22T20:22:23+00:00

    As of 9:30 am CST MSN pulled the plug on MSN MoneyCentral's Portfolio Manager.  I have now lost all my stock and fund data which I had tracked that began with info from 1978 to the present.  

    I had been trying to just get to the import button for over a week since becoming aware of the potential demise of the best stock and fund portfolio manager after having been without internet access for about 10 days IF the button had been available.  It hasn't been for over this recent timeframe which I assume MyWatchList to have been fatally flawed and destined to fail from the very beginning as can be seen by the influx of these reply comments.  

    I was even willing to support the portfolio manager with a $4 to $5 per month CC charge to support the continuation of what been the best stock / fund tracker to an individual investor.  But that option or a beta testing site was never to occur.  Portfolio Manager users just go away.  We don't want you on our site any longer!!!!!

    Adriana F. MS - Forum Owner and John S Ruddy MS - Support Engineer were nothing more useful or helpful with resolving the problems trying to move to the MyWatchList than tit s on a boar hog.

    B - B Bye MSN and MS operated PC's.  I'm Now an APPLE user for all things personal technology useful.

    SirOkie

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