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[http://moneycentral.msn.com] Portfolio Manager

    Question

  • This is the first time I am using the Portfolio manager and I am not sure I am doing it right. I am using this for a class project where I have a portfolio and must track its progress. In the portfolio manager site, I noticed that the quotes don't update. I tired using the update quote button, but it doesnt seem to refresh the quote. What am i doing worng?

    Thanks,

    Deb


    Tuesday, June 14, 2011 1:48 PM

All replies

  • Thank you!
    Deborah Miraballes
    Tuesday, June 14, 2011 2:38 PM
  • This is the first time I am using the Portfolio manager and I am not sure I am doing it right. I am using this for a class project where I have a portfolio and must track its progress. In the portfolio manager site, I noticed that the quotes don't update. I tired using the update quote button, but it doesnt seem to refresh the quote. What am i doing worng?

    Thanks,

    Deb


    What portfolio are you trying to use. MSN ? See http://moneycentral.msn.com/investor/portfolio-manager/portfolio.aspx? for setting that up.

    Microsoft Money Sunset? You would need a supplementary program, such as PocketSense, to read in daily quotes.

    Tuesday, June 14, 2011 3:40 PM
    Moderator
  • What do you mean "the data feeds have been turned off"?  My free online MSN Money Portfolio Manager is not updating my mutual fund accounts.  It is updating my stock accounts.  This just started a couple days ago.    Has Microsoft terminated the free Portfolio Manager?  Why haven't they told anyone they are doing this?
    Fran
    Wednesday, June 15, 2011 1:57 AM
  • debpcy, just hang in there.  Msft hasn't pulled the plug on the free Portfolio Manager as far as I know.  These other people responding to you are talking about something else.
    Fran
    Wednesday, June 15, 2011 2:06 AM
  • Same here.  At least it is not updating the "today's gain" for the mutual funds, while it is showing "today's gain" for the stocks.  The market value, however, is showing for both at the end of the trading session.
    Monday, June 20, 2011 10:16 PM
  • I am having the identical problem
    Wednesday, June 29, 2011 10:23 PM
  • Ditto the problem with the Portfolio Manager not reflecting "Today's Gain" for mutual funds.  Does anyone know if this is ever going to get resolved?
    Wednesday, June 29, 2011 10:39 PM
  • I am having the same problem with Todays Gain not showing in Portfolio Manager
    Thursday, June 30, 2011 10:54 PM
  • The data feeds are still on.  The daily close and change values are displayed. However, the "total change" values for funds are not *computed*. It is a programming error, not a data error!
    Friday, July 01, 2011 4:05 PM
  • I also am not getting "today's gains" for mutual funds while getting it for the stocks.
    Saturday, July 02, 2011 3:04 AM
  • Still not getting "today's gains" for mutual funds.  Been going on 4 weeks now.  I've never seen them take such a long time to fix what seems like a small problem.    Maybe now is a good time to look for another portfolio manager.  Maybe something that will work on an iPad would be good.
    Fran
    Wednesday, July 06, 2011 2:53 AM
  • Yeah its a challenge to get all the data into the new product(any recommendations for ipad app etc) for folks like me who have been using the Portfolio manager for over 10 years.
    Thursday, July 07, 2011 2:38 PM
  • It amazes me how people refuse to simply enter their daily stock and fund quotes manually on a daily basis. I have 11 stocks and funds I enter into Portfolio Manager each evening. It takes about 3 minutes. To those who have more than 11 stocks and funds in their portfolio I suggest you determine WHY you need so many. By maintaining too many different investments you delute the benefits of deversification and complicate what you are really trying to do, that is, make money in the market. JMHO. Steve
    Thursday, July 07, 2011 3:25 PM
  • While your comment about having a terse portfolio are spot-on, the fact remains that having a broken tool is a cause for righteous complaints.  Why use a computer at all; paper and pencil and an abacus would work as well? :- )

     

    Point of information: Does anyone at MS monitor this group, or are we all just engaging in nothing more useful than a [...]?


    Thursday, July 07, 2011 3:33 PM
  • This is a Microsoft Money group. Microsoft Money is a program that says "Microsoft Money" in the title bar. Microsoft Money has a major section called the "Portfolio Manager". Microsoft Money has been end-of-lifed and it is no longer a supported product. Yet it continues to be very useful to many of us as a user and self-supported program. See http://www.microsoft.com/money/faq.mspx for information on Microsoft Money and its support.

    Please clearly indicate what program you are talking about.



    Thursday, July 07, 2011 3:47 PM
    Moderator
  • http://moneycentral.msn.com/investor/portfolio-manager/portfolio.aspx?
    Thursday, July 07, 2011 8:47 PM
  • http://moneycentral.msn.com/investor/portfolio-manager/portfolio.aspx

    CAL,

    I'VE NEVER HAD "MICROSOFT MONEY" BUT HAVE USED THIS PORTFOLIO MANAGER FOR YEARS. I DON'T KNOW IF IT'S A FUNCTION  OF "MONEY" OR NOT.

    REGARDLESS, IF THIS ISN'T THE PLACE TO ADDRESS THIS ISSUE, PERHAPS YOU COULD GUIDE US TO SOMEPLACE ELSE THAT WILL GET US SOME RESULTS.

    STEVE


    Thursday, July 07, 2011 10:29 PM
  • Cal, none of us here are talking about the defunct Money program you speak of.  We are talking about the free online Porfolio Manager that has been in place for years.  I would think you could figure that out by now.  If you want us to verse our complaints at another site then give us the address and we will be more than happy to oblige.   Thanks.
    Fran
    Friday, July 08, 2011 1:37 AM
  • Money User, well, be amazed because I run my own personal 80 stock portfolio with $2.5 million in it.  I've beaten the index for 10 years running.  In a majority of those years I've beaten the S&P 500 by 50%.   You can do your 10 stocks, and that's fine.  10 stocks are not enough for me.

    Fran
    Friday, July 08, 2011 1:41 AM
  • I WAS replying because I DO use Microsoft Money's Sunset version (Money Plus Deluxe). I do see the online version from MSN and it is from that link that Money Plus provides the input screen for me to load my prices manually. The Portfolio Manager within the Microsoft Money financial program is a GREAT support to my managing my investments. Of course, the rest of the package which I've been using now for almost 16 years is, in my opinion, the BEST personal financial package on the market. I am very happy to enter all my credit card and check information manually and now have 16 years of data and reports, budgets, cash flows, net worth, etc., etc. I'm also glad I don't have to rely on downloads from third parties like Bank of America. I just go to their site and actually check the numbers against what I've loaded into Money. That way, I know on a daily basis that we are reconciled, not just excepting downloads as fact. JMHO. Steve
    Friday, July 08, 2011 2:38 AM
  • http://moneycentral.msn.com/investor/portfolio-manager/portfolio.aspx

    CAL,

    I'VE NEVER HAD "MICROSOFT MONEY" BUT HAVE USED THIS PORTFOLIO MANAGER FOR YEARS. I DON'T KNOW IF IT'S A FUNCTION  OF "MONEY" OR NOT.

    REGARDLESS, IF THIS ISN'T THE PLACE TO ADDRESS THIS ISSUE, PERHAPS YOU COULD GUIDE US TO SOMEPLACE ELSE THAT WILL GET US SOME RESULTS.

    STEVE



    Go ahead and post here. But please make it clear what you are talking about. It is rather confusing to the people using Microsoft Money and the Portfolio Manager in it. Users of Microsoft Money are the majority on this forum.

    I used the MoneyCentral Portfolio manager a lot in about the 2001-2004 timeframe. It had the ability to keep your info on your own computer, and it was a nice adjunct to Microsoft Money. I can see that the online MoneyCentral has some useful features.

    Microsoft Money is really good for tracking basis. It can pretty much fill out your schedule D.


    Friday, July 08, 2011 4:51 AM
    Moderator
  • If your purpose is to complain, raise a ruckus and demonstrate, I don't see that as useful thing in a user support site. I don't expect the MoneyCentral developers and leaders are reading this site. Instead, I suggest you click the Feedback link at the bottom of the MoneyCentral page. Things like confirming that others are seeing the same behavior as you seems useful to post here, but please indicate what you are referring to.

    I am sure that some threads here have had people using different programs trying to make sense of the descriptions of symptoms. Tagging the title of the thread as I did on a couple of threads would seem to make things more useful to everybody.

    Microsoft Money is hardly defunct. You might call it obsolescent, but there are many people getting really good function from it. To help with that, there are some really useful utilities that can provide quotes and statements into Microsoft Money. But yes, we have lost the intraday quotes and the %change since yesterday. Our data is on our computers. We don't have to relearn the interface periodically either.  With PocketSense, for example, we can get statements directly from brokers and credit cards from servers that many such financial institutions provide. Many of the broker OFX quotes include closing prices, and we can look at %change for each security or account over the last week, month, YTD, year, 3years, AllTime, etc. We can generate a .txf file to feed to TurboTax or HRBlock(formerly TaxCut) tax programs to fill out schedule D. We can generate reports to see what we spent money on, and we can generate reports about who we paid money to.

     

    Friday, July 08, 2011 5:21 AM
    Moderator
  • Thanks Cal.  FWIW, I have done that (i.e. used the feedback mechanism) and even used that feature to dispatch an e-mail.  I'll take your advise and include a link to this user thread, maybe that will help focus the resources.
    Friday, July 08, 2011 6:12 PM
  • Its fixed.  There is no easy link to voice concerns about Portfolio Manager.  The help screens from there bring us here and about 100 other places it seems.  The Moderators here also seem pretty confused about what we were all talking about, so that didn't help either.  Microsoft blows--IMO.   No wonder they are losing market share at every turn.
    Fran
    Saturday, July 09, 2011 5:58 AM
  • Its fixed.  There is no easy link to voice concerns about Portfolio Manager.  The help screens from there bring us here and about 100 other places it seems.  The Moderators here also seem pretty confused about what we were all talking about, so that didn't help either.  Microsoft blows--IMO.   No wonder they are losing market share at every turn.
    Fran


    Fran,

    FYI, it worked a week or so ago for a one day and then reverted back to nothing in the "todays gain" column.  I hope it stays fixed this time but I have my doubts.  I completely agree with you that there's no way to contact Microsoft from the Portfolio Manager Feedback link, at least that I could find.  The closest I could get was a "survey" regarding the Portfolio Manager, which I submitted with the question about our problem.  No response, or course!  I guess, since it's free, Microsoft doesn't want to be bothered if it's screwed up.  The only thing this page did for me was confirm that it wasn't just me that was having a problem. 

    Oh...... and so as not to upset anyone, I'm STILL talking about:  moneycentral.msn.com/investor/portfolio-manager/portfolio.aspx...

    Steve

     

     

     

    Saturday, July 09, 2011 5:30 PM
  • It's not fixed.  My mutual funds aren't working again. 
    Fran
    Tuesday, July 12, 2011 4:29 AM
  • Its probably time to quite using Microsoft's "portfolio manager" and move on to a non Silverlight based stock manager. Microsoft is unresponsive to our concerns and has created frustration and anger in those of us who use this website. It's time look for a stock portfolio manager that will work on an iPad or on Android anyway. I need to stay with the times and stop using the Microsoft dinosaur for my computing needs.
    Fran
    Thursday, July 14, 2011 11:39 PM
  • Once the Money program was no longer supported with all the data previously supplied I looked and found that the Money Central portfolio manager was the next best thing to the Money program when it came to stocks and mutual funds, which was really the only thing I used the Money program for anyway.  I spent a lot of time re-entering data to the MSN Money Central portfolio manager. Now that the "today's change" info for mutual funds is apparently no longer supported I wonder what will be next?

    I agree, time to find an alternative to Money Central portfolio manager. Problem is, I looked just a few months ago and couldn't find anything. 

    Tuesday, July 19, 2011 3:36 AM
  • Great news, as of 7/25 this feature is working again.  :-)
    Tuesday, July 26, 2011 1:20 AM
  • Broke again :-(
    Saturday, July 30, 2011 3:39 AM
  • Works for me, of course you have to wait a while after the markets close for the mutual funds data to come in. Until then, I get the NA sign, which is normal while the markets are open.
    Saturday, July 30, 2011 2:01 PM