Dec 10
The Watchlist page has no way or link to retry the data import from the old Portfolio.
I found the link in another of the several forums about this subject:
http://www.msn.com/en-us/money/watchlist/migrationsupport
The old Portfolio is still available at http://moneycentral.msn.com/stock_portfolio . This says it will ‘shut down completely on Dec 22, 2014’.
From the print function at the top, I made a copy, saving account names and quantities, as I have done every month for the 15 years.
There is no way to save the hundreds of transactions from the past 15 years.
Since I will be away from Dec 12 through Dec 23, I will have no Portfolio when I return, no way to make and end of year printout.
The new Watchlist is not really a Portfolio.
In my case, the Watchlist itself is a list of the various funds held in my accounts, with no ‘portfolio holdings’.
Even old funds no longer used are listed. This cannot be corrected using the ‘manage transactions’ function, where I selected to show only funds currently held’.
Each of my accounts is shown as a separate Watchlist, and includes the holdings in each account.
Only one of these has the correct balance. The balances in the old Portfolio are correct.
At each of these holding, transactions can be listed back about 2 years.
A red message says ‘some transactions in this portfolio are invalid’.
That is a mystery; all transactions are ok in the old Portfolio.
Position balances are shown to only 2 decimal places. That alone makes them incorrect.
There is no way to rearrange the columns across the top. I do not see a way to print a report, which would be for only one position.
The entire portfolio cannot be seen on the same page.
I have deleted all Watchlists, made a new Watchlist marked ‘default’ and run the ‘retry import’ repeatedly.
I get the same result every time, incorrect data.
To summarize, it is a sad state of affairs.