Reposting following summary from other thread since you wrote above you wanted reports in this thread...
I tried reimporting my portfolio and it is still not importing all the symbols from one of my portfolios that has alot of stocks in it.
I think I may have figured out the problem. The import process appears to only go through the first 50 stocks in any one portfolio in alphabetical order. Within those first 50, it imports those for which a symbol is still valid meaning it can still retrieve a price. If all 50 have valid symbols, as mine do, it imports the first 50 but no more. I tested this by deleting one of the first 50 stocks from the old portfolio, do the reimport again and seeing the 50th stock in the new watchlist increment by one.
Having used the old Portfolio Manager for many years I have over 800 symbols loaded in my portfolio when I choose the option to show all which includes ones that have been sold completely. If I choose the option to not show ones that have been sold, I have about 250 current ones. So even if I delete all the ones in the old portfolio that have been completely sold, which I am happy to do, that leaves 250 active ones of which only 50 get imported. I can manually add more than 50 in the watchlist so this issue appears limited to the import process.
Would you please verify whether there is a limit on the number of stocks per portfolio that can be imported and if so if this can be increased to accommodate more than 50. I would need at least 250 to completely import current holdings in my Portfolio. Also would be helpful to know if there is a limit on how many can be manually added after an import.
Thanks for the report, MorningSleeper.
I'll relay this to the MSN team and report back.
Adriana