Portfolios FAQ - MSN Money

The new MSN Money Portfolios provides a rich, seamless and intuitive way to track your securities Table of ContentsFAQKnown IssuesTroubleshootingWhat is the Quicklist?How do I add stocks?How do I re-order my financial instruments?How do I delete a financial instrument?How do I add transactions?How do I rename stocks for my transactions?How do I edit or remove a portfolio?How do I create a new portfolio?How do I track holdings in foreign currencies?FAQ Known Issues Bug I cannot print my portfolio Symptoms The "Print" button is not appearing in the toolbar of my Quicklist and portfolios Solution We are working on this in a future enhancement of the feature Bug The 1-month performance calculation is incorrect Symptoms The 1-month portfolio performance is either garbled or provides inaccurate information Solution You can check your portfolio transactions to ensure that all foreign holdings have valid quantity, price, and exchange rate applied to each transaction. This resolves the issue for a subset of users. We are working on a fix to remedy this. Troubleshooting If you have other issues, the Microsoft Community Forum is a great place to ask questions and receive answers from other users or Microsoft support staff. Ask Questions What is the Quicklist? Close How do I add stocks? From the Portfolio or Quicklist Select the "Add" button in the toolbar Enter the symbol or name of the financial instrument which you wish to track Select the corresponding financial instrument from the drop-down list Select "Add" From a quote page of a financial instrument Select the "Save" button in the toolbar Select the corresponding checkboxes of the portfolios which you would like to add the financial instrument to Select "Save" How do I re-order my financial instruments? Open the Quick List or a Portfolio Select the "Edit" button from the toolbar Click on the financial instrument to be reordered and drag it into the position you'd like it to beAlternatively, you can hover over the item and select the "Up" and "Down" icons to move the instrument Click on "Save" in the toolbar to apply your changes How do I delete a financial instrument? Open the Quick List or a Portfolio Select the "Edit" button from the toolbar Hover your mouse cursor over the item and select the "Delete" (X) icon to remove the instrument Click on "Save" in the toolbar to apply your changes If you have transactions associated with the symbol, you will be asked to confirm the deletion How do I add transactions? Open a Portfolio Select the "Add" button in the toolbar Enter the symbol or name of the financial instrument which you wish to track Select the corresponding financial instrument from the drop-down list Select "Add Transactions" Enter details of the transaction Select "Add" to save your changes How do I rename stocks for my transactions? This applies to you if a financial instrument you track has changed symbols to one that is currently traded. You will not be able to edit transactions to a symbol that has been de-listed. Open a Portfolio Select the "Transactions" tab in the tab navigation Click on the name of the symbol you wish to rename Search for the new symbol by entering the new symbol or the name of the new company Select "Update" to apply your changes How do I edit or remove a portfolio? Select the Portfolio menu Select the portfolio you wish to edit by clicking on the name of the portfolio, which will navigate you to the portfolio Select the portfolio menu again Select the "Edit" option to change the name of the portfolio or its base currency and follow on screen steps Select the "Remove" option to permanently delete the portfolio Note: You cannot delete the Quicklist, but you can however delete instruments in the Quicklist How do I create a new portfolio? Select the Portfolio menu Select the "New" option Enter a name for the new portfolio and confirm the base currency of the portfolio Select "OK" option to create a new portfolio How do I track holdings in foreign currencies? The most recent update of the Portfolio feature adds the ability to track your international investments in other currencies as well. You can now add trasactions associated with funding your cash account in a foreign currency or specify an exchange rate received from your broker when the transaction occurred. When adding a transaction associated with these currency or foreign holdings, ensure that you enter an exchange rate associated with each transaction.