Know more about My Watchlist

As far as I know, the portfolio manager will not be going away tomorrow. There was a request to keep it available for a couple of weeks after they receive confirmation that this current issue with the import is resolved. My gut feeling is that they will keep it available a bit longer.

So, in short, regardless of what the users actually want, MSN insists on cramming this huge step backward down our throats.  Knowing that, I'd like to reiterate my request that the product team figure out a way for us to d/l the PM data before the old PM goes away.  Even a text file would be worthwhile.  The data exists on your servers somewhere; there's got to be a way to get it.

Adriana,

I hope you see this post. I have been able to import my accounts although I had to adjust some items and enter missing information. However two accounts have money market funds that show the ticker in the list of holdings but have zero shares and even though the ticker symbol shows in the account and shows the share price, I cannot enter share and purchase info. I get a message to enter a correct ticker symbol. The symbol is already listed but is not recognized when I try to enter share amounts.  Also there is no column that shows the value of the individual holdings, x number of shares = y number of dollars. I don't see any place to customize the view to show this and it is a very essential column to have. A couple of my accounts would not pull up the number of shares but I double checked them a minute ago and suddenly it now shows that in all of my accounts. The only other things at this time is that it would be nice to see all of my accounts on one page and a grand total somewhere. I can pretty much get by without many of the other screens that were left out of this program although they can be very informative and helpful. The last thing is that I would really like to see the numbers rounded to four places rather than two.  That can make a surprisingly significant difference in the numbers. 

Thanks for your help with this. If you suggest that I need to reimport again, you will have to share the latest instructions since I can't seem to locate them somewhere in the 23 pages in this thread.  Thanks again.

Hi DonCoad,

I have relayed your issues/suggestions to the product team and will let you know what they say. Not sure if these issues are related to the current topic we've been discussing on this thread and am not sure if you should try re-importing your accounts or not.

They are at the very first post I made on this long thread but I've pasted below for your convenience:

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.

Hope this helps.

Thanks,

Adriana

Thanks for the update Adriana, look forward to further info on the limit increase.

how can I add shares to my watchlist?

Thanks for the update Adriana, look forward to further info on the limit increase.

Hi everyone,

I received confirmation that the issue that MorningSleeper and some of you are experiencing is related to the number of items in the Watchlist that you are attempting to import.  Originally, we were informed that the limit was increased to ~1000 items, however, it is more realistically between 500-600. 

The product team is working on increasing the limit on the number of items, but I don’t have an ETA for when this will occur and what the limit will be.

As far as I know, the portfolio manager will not be going away tomorrow. There was a request to keep it available for a couple of weeks after they receive confirmation that this current issue with the import is resolved. My gut feeling is that they will keep it available a bit longer.

Once I get all the details on this, I will update the original steps at the top of this long thread.

Thanks for your patince, everybody!

Adriana