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.
The Quicklist is similar to the "My Watchlist" feature which you were used to on MSN Money. It provides you with the ability
to synchonize your favorite financial instruments across multiple products and services such
as Bing, Edge, Cortana, and MSN Money on Windows 10/8.x.
In order to provide a consistent behavior and experience across all of these services today and in the future, we needed
to make changes to how your default watchlist functions.
The main difference you have noticed is that there is no transactions associated with the Quicklist. Making this change allows
us to rapidly synchonize your tracked financial instruments across all products and services
without having to update years or perhaps decades of financial transaction history which you
might have.
If you were already using the "My Watchlist" feature, you will notice that the Portfolio has been duplicated into another
one with the same name. You can access this duplicated portfolio, and other portfolios you have
by selecting the Portfolio menu to view a list of portfolios associated with your Microsoft Account.
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 be Alternatively, 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.
