Know more about My Watchlist

At least we know for sure that we have to manually pull the data out of the Old Portfolio Manager.  This will be alot of work for me.  I have been using the PM since 1999.  I will be sorry to see the Old PM go and be replaced with a piece of junk.  Thanks MSN for giving me 15 years of the old PM.  All good things come to an end.

Bob, thanks for replying to Adriana's November 26th post.  I didnt see her post.

TWells & Everyone...

We can all see the writing on the wall.  The opportunity to act is now.

Start by putting pen to paper and copying down your complete portfolio starting back on January 1, 2013.  Follow that with a list of all your transaction details since that time, through the end of 2014.  This will give you a record of, at least, what will constitue Long Term gains & losses.

Print a copy of some of the posts on this site and others that refer to "PM" as some sort of record of what efforts you have gone through to preserve what little records you might retain and the difficulty that many others have had in doing the same thing.

Work backwards from 1/1/2013 and try to copy those previous transactions, if you feel it necessary.  You will have made a good faith effort to do what is right in the eyes of the IRS.  It may end up not being enough but you can always call on MSN to provide those records on your behalf.  (At this point, you may now start laughing!)

In other words, do something, even if it turns out to be wrong!  At least an attempt will have been made.

I hope there is a few CPAs or tax lawyers among the posters on this thread who can quickly correct me and offer some real expertise.  But, until that time, we need to do the best we can and move on.

Lastly, if most of us successfully can migrate old data to the 'new' PM, what makes us think that this same type of "improvement" will not happen in another 1 -2 years?

I will continue to be a Microsoft shareholder (as long as they perform financially & continue the dividends) but I do not choose to be a user of many of their products.

Good Luck to All!

At least we know for sure that we have to manually pull the data out of the Old Portfolio Manager.  This will be alot of work for me.  I have been using the PM since 1999.  I will be sorry to see the Old PM go and be replaced with a piece of junk.  Thanks MSN for giving me 15 years of the old PM.  All good things come to an end.

Bob, thanks for replying to Adriana's November 26th post.  I didnt see her post.

Hello everyone,

I would like to address some of the issues that users have reported regarding the old MSN Money Portfolio Manager not updating content such as Latest News for companies, RSS feeds, etc. As MSN has been updated to a new system, we retired some existing offerings that are being replaced in the new platform and effective October 11, the old MSN site was officially retired. That is why some of the content in the Portfolio Manager is not updating and in some cases users might be getting redirected to the new MSN site.

The product team has not yet retired the existing Portfolio Manager to prevent customers who are unable to import their data from losing access to the data. After issues with importing data from the old Portfolio Manager have been addressed, that site will be retired. In the meantime, please keep reporting any import issues you find.

Thank you,

Adriana

Semi good news, however, even if My Watchlist and the migration was complete/accurate, My Watchlist is VASTLY INFERIOR compared to Money PM. Please give legacy Money PM users the option to continue use. My Watchlist is just not a useful tool. I'd use it if it was. Frankly, I think MS Finance will lose most of it's traffic to Yahoo. I don't know how they will replace Money PM. It's the best, by far, of any PM software I've seen. It is incredulous that it could be lost. Damn shame.

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

I think the new portfolio manager is horrible. I have been a supporter of Microsoft since the early days of Windows and cannot believe that they are changing to an inferior product. I would hit the Print Portfolio button every day to keep a record of my portfolio. That does not exist on the new Portfolio Manager. If you try to print, you get endless pages of info you don't need. The only way to print is to highlight the info you want and use a screen capture program. That is insane.  Why can't they just leave the old portfolio manager up?  I don't care if the news is not updated. I can get that elsewhere. Please pass this on to your superiors.  Thank you.