Know more about My Watchlist

The ‘feedback’ block at bottom right of the Watchlist page addresses the Product developers.  It will take only a few sentences, but would be good to tell them about these issues.  They do not read these forum exchanges.

Thanks for the tip from Bob Rowe on Know more about My Watchlist about the incompatible transactions.  This got me on the right track.

It took some doing, but I went through all the transactions in each account in the older MSN Portfolio.

I changed all those to ‘buy’, ‘sell’, or ‘reinvest dividends’.  I then deleted all ‘Watchlists’ item, and did the ‘retry’ import/migration.  I had to do this several times before I located all the incompatible transactions.

Now all share balances and transaction history in the Watchlists are correct.  Each of my accounts is now a separate Portfolio in the Watchlists, in random order, not what I wanted.

After each import, the Watchlist Portfolios appear in a different order.  I see no way to rearrange the order.

Heading for the airport today, will see what I have again after Dec 24.

The ‘feedback’ block at bottom right of the Watchlist page addresses the Product developers.  It will take only a few sentences, but would be good to tell them about these issues.  They do not read these forum exchanges.

I do not have 'feedback' anywhere on any page?  I am not very computer smart and sure wish they had not changed the old PM.

The ‘feedback’ block at bottom right of the Watchlist page addresses the Product developers.  It will take only a few sentences, but would be good to tell them about these issues.  They do not read these forum exchanges.

Thanks for the tip from Bob Rowe on Know more about My Watchlist about the incompatible transactions.  This got me on the right track.

It took some doing, but I went through all the transactions in each account in the older MSN Portfolio.

I changed all those to ‘buy’, ‘sell’, or ‘reinvest dividends’.  I then deleted all ‘Watchlists’ item, and did the ‘retry’ import/migration.  I had to do this several times before I located all the incompatible transactions.

Now all share balances and transaction history in the Watchlists are correct.  Each of my accounts is now a separate Portfolio in the Watchlists, in random order, not what I wanted.

After each import, the Watchlist Portfolios appear in a different order.  I see no way to rearrange the order.

Heading for the airport today, will see what I have again after Dec 24.

The ‘feedback’ block at bottom right of the Watchlist page addresses the Product developers.  It will take only a few sentences, but would be good to tell them about these issues.  They do not read these forum exchanges.

I have been using MSN portfolio manager for more than 10 years. the one before the current silverlight was the best, I don't know why they got rid of it. the silverlight one is not great, but it basically works. this new watch list one is an unusable disaster. first of all, it will not accept share balances to 3 decimal places, of which all Fidelity accounts use this convention. secondly, it does not give you a simple total of your sub-accounts, like total of  "bond funds, stock funds, foreign stocks, etc." third, the user interface is a confusing jumble, not intuitive at all. fourth, If there are  print or export features I have not found them yet. 5th, why did they remove all the customizable column features like important ones YTD return and cost.

then to add insult to injury they say the functioning one will disappear Dec 22 !

bottom line, I  spent all day loading my info into Quicken. It took a lot of time and is not free, but at least it works. goodbye to this fiasco, I guess you get what you pay for

Happy Holidays from your friends at Microsoft!

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

My newly imported watch list says there are error in some of my old transactions and the amounts are totally wrong.

Gary