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
    2014-12-07T01:06:29+00:00

    Is there a way to export from PM to Morningstar, or will I have to type in all previous transactions?

    I entered all mine in manually.

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  2. Anonymous
    2014-12-06T00:09:00+00:00

    Ah, did not realize the last sentence of your post describing it as "this year's" was copied from the article itself :) Thanks for the additional links, it is hard finding up to date info on these kinds of services / software.

    After logging in and taking another look, it turns out you can indeed optionally add transactions one by one at Wikinvest, its replacement SigFig and MarketWatch.  MarketWatch also offers to import a CSV file if you have one. Don't know if they added that since I last checked them out or I merely overlooked it as their services really seem designed for those wanting the simplicity of linking ones brokerage account(s).

    I have not tried Quicken nor found any other software worth mentioning. For the time being, I am using a Google spreadsheet containing the transactions I was able to export from my brokerage.

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  3. Anonymous
    2014-12-05T10:52:17+00:00

    I knew it was 2 years old and I hoped things hadnt changed very much (wrong again).

    Here are 2 more recent reviews by AAII:

    First, ONLINE PORTFOLIO TRACKING SITES such as Morningstar.  AAII says that Wikinvest allows you to link a brokerage accounts or to manually add holdings to a portfolio. Perhaps Wikinvest is an option.

    http://www.aaii.com/computerized-investing/bestofweb?cat1=PortfolioTracking,AnalysisOptimization

    Second, PORTFOLIO MANAGEMENT SOFTWARE such as quicken.

    http://www.aaii.com/computerized-investing/article/2-the-top-portfolio-management-software

    Do you know anything about Quicken?

    I have not tried any of the sites and I'm a morning sleeper also.

    Thanks for the information.

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  4. Anonymous
    2014-12-05T04:32:27+00:00

    Here is an article from AAIIMoney that evaluates in detail the SmartMoney.com, Morningstar.com and Wikinvest portfolio trackers. Its pretty good.

    http://www.aaii.com/computerizedinvesting/article/the-top-online-portfolio-trackers

    This Comparison article examines the top online portfolio tracking websites for individual investors. The focus here is on everyday investors and not on power traders or institutional investors, so top sites in this category should have a good balance of power and functionality, along with a reasonable price tag. In addition, expect these websites to be user-friendly. The three sites designated as the best in this year’s comparison are SmartMoney.com, Morningstar.com and Wikinvest.

    FYI, that is from 2012 not this year. Wikinvest has been relaunched as SigFig which merely redisplays what is already in ones brokerage account vs being able to add/edit transactions. SmartMoney is now part of Marketwatch and also merely redisplays what is in ones brokerage account. Morningstar is probably the closest alternative to the old MSN Portfolio Manager where you can add/edit transactions although it does have a limit of 100/200 symbols in each free/paid portfolio.

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  5. Anonymous
    2014-12-05T04:03:39+00:00

    Here is an article from AAIIMoney that evaluates in detail the SmartMoney.com, Morningstar.com and Wikinvest portfolio trackers. Its pretty good.

    http://www.aaii.com/computerizedinvesting/article/the-top-online-portfolio-trackers

    This Comparison article examines the top online portfolio tracking websites for individual investors. The focus here is on everyday investors and not on power traders or institutional investors, so top sites in this category should have a good balance of power and functionality, along with a reasonable price tag. In addition, expect these websites to be user-friendly. The three sites designated as the best in this year’s comparison are SmartMoney.com, Morningstar.com and Wikinvest.

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