Tax time. 15 years of stock transactions on MSN Portfolio Manager with tax basis and dividends. Buys, Sells, Investment account, IRA, Kids accounts - All GONE.
Anyway I can get my portfolio information back?
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Learn more about the new features in MyWatchlist by clicking here: My Watchlist: FAQ
You may have recently imported data from the Classic MSN or my.msn.com pages to the new MSN.com Money Watchlist/Portfolio and may not have received all of your Watchlist/Portfolio data. The MSN team has resolved the issue and you can now regain access to that information by following the steps below.
Note: These steps only apply if your Watchlist has already been imported and there is data missing. If you have not already imported a Watchlist, please go to the Watchlist, sign in, and you will then be prompted to begin the import. You may need to return to this step if you find that data is missing after your first attempt to import.
Step 1: Create a new Watchlist and delete any Watchlists from previous imports
Step 2: Re-import your existing Watchlist or Portfolio data from MSN.com or my.msn.com into a new Watchlist
Step 3: Clean any erroneous data imported into your new Watchlist(s).
If you need more details about the steps, please go to this article.
If you are still having difficulties or would like to report any errors, please reply to this thread.
Thank you!
Adriana_F
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Tax time. 15 years of stock transactions on MSN Portfolio Manager with tax basis and dividends. Buys, Sells, Investment account, IRA, Kids accounts - All GONE.
Anyway I can get my portfolio information back?
Your Watchlist site for a Portfolio doesn't work .I moved to a different site. Your Old Money site was the best. Look back to the old program
yes I like Quicken better than the old PM because it updates your transactions automatically instead of you having to do it manually
Ok thanks. Im too chicken to link my portfolio to a brokerage account. I dont trust the security even if they say the information is supposed to be read only. Right now Im waiting to hear if hackers got my social security number etc. from Anthem. Thanks Anthem for your great security (not really).
It looks like pretty much everyone has moved on from this discussion group.
yes I like Quicken better than the old PM because it updates your transactions automatically instead of you having to do it manually
Thanks for reply. In meantime i did find out that it was too late to import, so bit the bullet and reentered all holdings. Downloaded the money app, but don't like its content as much as website. App page doesn't show totals, and i haven't found that you can edit your holdings or print from there. Fuller access to everything from website.
You might look at the FT.com portfolio manager. Its a lot better than the MSN watchlist. I dont care about accessing my portfolio by phone and I dont know anything about it. But FT.com says this:
"Once you log into the new FT portfolio, any new or existing portfolios will be available on your mobile device. Any new watch lists created will not be available on mobile."
In addition to having portfolios to track stock performance, FT.com also allows you to keep watchlists for stocks youre thinking about buying or selling. I dont know how well the FT.com portfolio works on a phone.
Good luck