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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
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.
I have now transferred all my data from the old PM to FT.com. That is the good news. The bad news is that I can now see how badly my investments underperformed the S&P 500 in 2014. Its good that FT.com provides a return for various time periods (not just a life to date return) ...... kind of, sort of, maybe.
Have a good 2015
Yes, it is interesting what you see when you re-enter the data and look more closely at transaction history that's been long-forgotten!
For me, FT is alot better than Morningstar, especially since i have many portfolios and want to see how they are doing on a summary page (the desktop). I have spent more time with FT.com and I find it simpler than Morningstar. So give more time to both and see which one you like?
OK - I think I've come to a decision.
After hours and hours of entering transactions into FT... I think I do like Morningstar better.
The layout is cleaner and simpler - makes the day's changes easier to see at a glance.
And it's much easier to print out on a single page, with all the data laid out.
And it's much more customizable than FT - you can choose what you want to see, and the order of the columns. AND you can sort by symbol, instead of the name that FT gives as the only option.
Entering transactions is much easier, too, of course, where you can go right to whatever month and year you wish without the click click click.
So having spent days entering transactions into FT, I'm going back and doing it again at Morningstar! What fun.
I'm actually keeping them both maintained, for the time being.
(What if MSN ever becomes functional again and we have to go back and work on that one again! But it sure doesn't look like that's ever going to happen.)
You can customize a view and have multiple views in FT.com also. Click one of your portfolios to see the indiviual holdings of that portfolio. Next, look right above your first holding and select one of the preconfigured views provided FT.com. Click "Edit Current" to change columns in the current view or click "Create New" to create a new view from scratch. Columns are selected the same way as in Morningstar, but I think Morningstar gives you a greater number of columns to choose from.
Once you enter the older transactions, clicking is no longer an issue, but I think Morningstar is your new favorite.
I cant even consider using Morningstar because I have 14 portfolios and I dont want to add them up manually to find the total gain or loss for all portfolios.
If you put all your holdings in one portfolio, then Morningstar has a 150 limit per portfolio.
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When I imported my stocks I assumed the cost basis information would come over as well. If it did I cannot figure out how to bring it up in this new portfolio manager. Where is it if it is there? Hoping it is not lost as I have used the old program for years and years.
Thanks
Kathleen
