Know more about My Watchlist

Progress! After a month or two of trying my Portfolio seems to have finally migrated to the Watchlist. Never got this far before. So now I can really see what an inferior product the Watchlist is. Almost completely non-customizable, unlike PM. Can't seem to see day change % and $ amount on some screen. Or switch $ change to %. Who cares about the Day Range? The Sort function is bizarre. And trying to track down the transaction history of a holding?? Are there any instructions anywhere on how to use this new little gem? (Or maybe there don't need to be, because we can basically do nothing we want with it.) It's really a mystery why Microsoft would cripple a well-functioning program like Portfolio Manager and force us into this barely usable application!

Alas, I don't think any of those other sites are as good as what Microsoft is killing with Portfolio Manager.

Exactly!

Hello everyone,

I would like to address some of the issues that users have reported regarding the old MSN Money Portfolio Manager not updating content such as Latest News for companies, RSS feeds, etc. As MSN has been updated to a new system, we retired some existing offerings that are being replaced in the new platform and effective October 11, the old MSN site was officially retired. That is why some of the content in the Portfolio Manager is not updating and in some cases users might be getting redirected to the new MSN site.

The product team has not yet retired the existing Portfolio Manager to prevent customers who are unable to import their data from losing access to the data. After issues with importing data from the old Portfolio Manager have been addressed, that site will be retired. In the meantime, please keep reporting any import issues you find.

Thank you,

Adriana

Hi Adriana,

Given the recent notice above the old Portfolio Manager that it will be retired on 12/22/14, I assumed support must have finally fixed the importation of large accounts from the old Portfolio Manager so gave it another try on an account with 800 symbols.

The result was that after almost 3 months of trying, the reimport process finally completed. It did not import any with zero quantity which is fine but did import about 230 of the 800 that did have quantity greater than zero.

The summary page had about 10 blank rows scattered throughout which I removed. While clicking the X did remove them it did not indicate what was being removed. After wards I noticed some of the ones with quantity were no longer there so it may have removed them for some reason and I will need to add them back. Still need to reconcile all the symbols in the new with the old to see what is missing but since it should not be more than 10 that should not be hard to do.

The only remaining issue is the transaction page has the red error at the top:

Some transactions in this portfolio are invalid.

I scrolled down and deleted all the transactions (there were only a few) that had red lines around them indicating they were the problem but the message remains after reloading the page. How am I supposed to fix or delete any remaining invalid transactions when nothing else is highlighted in red to indicate which is the problem and they all look fine?

I would like to oblige MS by migrating my portfolio to the new watchlist in order to keep my data. (for the new site is pretty much useless as a portfolio tool).... if only the migration would work!!! I still get mostly garbage when I import mutual funds.