Know more about My Watchlist

What does that portend for Portfolio Manager/My Watchlist?

I hope it portends that MS will have the good sense to revert back to the Money Portfolio Mgr. or at least give legacy users the option of using it instead of My Watchlist....like Coke/Frito Lay did w/their Classic product.

How do I print my watchlist in the new msn money?

This my last post and I'm un-subscribing the thread.

I share the instinct to try to find a way to make this new tool work, but I truly think most people on these threads are wasting their time unless they fit a narrow band that fits in to the new watchlist.

The new tool is not as good as the old one, and MS has very little reason to invest the real time and money to do so.

I shifted my daily watch list stuff to Morningstar as that is their business, and they want to upsell you into other services.  MS sell MS Money, but there is no real business model for MS on this portfolio manager.

Would encourage any new service you use have import/export from excel to limit future unplanned need to switch.

Other unsolicited advice:

Clearly some of us were overusing the MS Portfolio Manager.  It was never meant to be your source of record for tracking basis for doing tax returns.  

For true full tracking, I strongly suggest something like Quicken; I am a longtime avid user.  (I would note, I do not like Quicken for 'everyday,' up-on-the-screen most of the day-type tracking, as it has every holding in really more detail than I want to see everyday.  MS Portfolio (and now, for me, Morningstar) is for tracking the movements of things I may want to trade in soon, not longterm stuff.

In sum, likely power users should leave MS and find appropriate new tools, and spend no more time trying to make this MS offering work; it is likely not going to work.

Good luck.

I tried per your instructions to copy and past to an excel worksheet but must be doing something wrong.  Could you explain how as if talking to a computing newbie?  Thanks

The copy / paste only works on the old portfolio manager and it seems Microsoft has already stopped updating it.  I think the only option is to use a different web site, I have heard Morningstar has a good one.

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?