Have imported existing portfolio data and it is correct but when I run both the old portfolio manager and the new my list the day gain data differs alot as well as the total day gain data. Furthermore, to day the portfolio manager will not load up pop up message ( problem with the online service) . I know it is being discontinued but the data is far more accurate than the My Watchlist and so far is much more user friendly. Can't wait forever for this to be cleared up. Will go else where if it is not corrected.
Know more about My Watchlist
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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Anonymous
2014-12-13T00:11:22+00:00 -
Anonymous
2014-12-12T22:07:01+00:00 how do I transfer to the new Watchlist?
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Anonymous
2014-12-12T21:19:24+00:00 "Some transactions in this portfolio are invalid."
Ok. There are 64 transaction in one of my watchlists (portfolios, which is it anyway?).
If you know they're invalid, surely you can tell me which ones? Maybe you could flag them?
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Anonymous
2014-12-12T17:16:59+00:00 I do not have 'feedback' anywhere on any page? I am not very computer smart and sure wish they had not changed the old PM.
While signed in to your Microsoft/MSN account, the Watchlist page is located at http://www.msn.com/en-us/money/watchlist . The ‘feedback’ link is located at the bottom right.
A forum moderator said ‘Support does read threads. If you post a thread sending Feedback, include the word Feedback in the title. It will be noticed quicker.’
Use ‘manage watchlists’, last thing at the bottom of ‘My Watchlists’. Delete all old incorrect watchlists.
Use ‘retry import’ http://www.msn.com/en-us/money/watchlist/migrationsupport .
Hope this helps you.
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Anonymous
2014-12-12T14:25:45+00:00 The ‘feedback’ block at bottom right of the Watchlist page addresses the Product developers. It will take only a few sentences, but would be good to tell them about these issues. They do not read these forum exchanges.
Thanks for the tip from Bob Rowe on Know more about My Watchlist about the incompatible transactions. This got me on the right track.
It took some doing, but I went through all the transactions in each account in the older MSN Portfolio.
I changed all those to ‘buy’, ‘sell’, or ‘reinvest dividends’. I then deleted all ‘Watchlists’ item, and did the ‘retry’ import/migration. I had to do this several times before I located all the incompatible transactions.
Now all share balances and transaction history in the Watchlists are correct. Each of my accounts is now a separate Portfolio in the Watchlists, in random order, not what I wanted.
After each import, the Watchlist Portfolios appear in a different order. I see no way to rearrange the order.
Heading for the airport today, will see what I have again after Dec 24.
The ‘feedback’ block at bottom right of the Watchlist page addresses the Product developers. It will take only a few sentences, but would be good to tell them about these issues. They do not read these forum exchanges.
I do not have 'feedback' anywhere on any page? I am not very computer smart and sure wish they had not changed the old PM.