Know more about My Watchlist

Anonymous
2014-09-30T17:19:36+00:00

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

Windows for home | Other | Apps

Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.

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  1. Anonymous
    2014-12-14T19:28:59+00:00

    Where is "Views"? There is no such button

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  2. Anonymous
    2014-12-14T18:43:24+00:00

    In Morningstar, I can only think to suggest, under Views, 'Customize My View,' but perhaps I am missing your real question.

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  3. Anonymous
    2014-12-14T17:38:37+00:00

    I have already imported Watchlist from Manager but some of the columns that I had in Manger are not in Watchlist and Watchlist has some columns that I do not need. How can I get the missing information? Who is Bikur Cholim Hospital that replied just stating my question?

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  4. Anonymous
    2014-12-14T17:02:24+00:00

    I don't know about #2, but, on #1, I customized my view and selected a column to add called, "$ Day Change" that seems to do what you are mentioning, if I understand correctly.  That is the column I sort on and monitor most of the day. 

    One idiosyncrasy I have seen on the Morningstar site in that regard is that while it updates often (you can select time, BTW), it does not seem to resort the display on the shifting values.  Not what'd I'd prefer, but tolerable; thought I'd mention.

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  5. Anonymous
    2014-12-14T11:35:16+00:00

    Here is how I did my conversion to Morningstar (rationale below), combining comments from several posts:

    • Looking at each stock and each transaction on MSN Portfolio Manager, I typed each transaction into an excel file.
    • I did a test file first with just two stocks to make sure all good.
    • Top row of excel file:  Name  Ticker Shares Price Commission Date
    • Did each stock, checked total shares on each against PM as I went.  80 lines for me.
    • No commas, no $ signs, date in 7/15/2014 format
    • Save file as xls for safekeeping
    • Save file again as comma separated 'csv' format. (Ignore error messages)
    • Create account in Morningstar
    • Under Portfolio, Create, then Import
    • Select your CSV file
    • Pulls in fine
    • Can rename portfolio
    • Can do several times for multiple portfolio

    I used Morningstar because:

    a) Pilota727 recommended, and seemed to know his stuff

    b) You can select many column views, re-arrange, sort, etc; more than MSN

    c) Does auto-refresh

    d) Morningstar is in the business of providing tools, so unlikely to flake out on a whim as MSN did and as others not focused on this may do.

    So far, so good, not happy to have to change, but actually now in a better tool.  I really glommed on to MSN originally due to the autorefresh.

    Good luck, all

    FH,

    I just started entering information into Morningstar and it seems very good EXCEPT:

    1. It doesnt give you daily DOLLAR gains or losses on each individual investment or your entire portfolio (everything is in percentage gains or losses).
    2. Also, Morningstar only allows one portfolio to be viewed at a time (like the New PM).  It doesnt allow multiple portfolios to be viewed at the sametime (like the old PM).  It only provides data for each individual portfolio, and no data on total investments......and you cant put all your investments in one portfolio because Morningstar allows only 100 investment per portfolio.

    I hope Im wrong.  This seems like basic information and its probably a deal killer for me.

    Is this why you seem less impressed with Morningstar in your latest post?  Im thinking of moving to Quicken rather than Morningstar.

    Thanks.

    Morningsleeper, if youre out there, is this why you are holding off on choosing a new PM and not moving directly to Morningstar?

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