What Is the MSN Money Portfolio Manager?


Quick Answer

MSN Portfolio Manager was a free Web-based tool by Microsoft for investors to monitor and track investment performance online. As of 2015, MSN Portfolio Manager is known as My Watchlist.

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Full Answer

Online portfolio trackers are designed to mirror a broker's tracker, allowing an investor to monitor real-time data showing the gains and losses of his investment transactions. Most trackers provide various tools to assess and analyze asset allocation, diversification and risk as well as alerts on relevant news and activity, such as price-target alerts.

MSN Portfolio Manager was originally designed for large portfolios with the ability to track domestic, foreign, OTC stocks, mutual funds and ETF investments. Multiple viewing options provided different ways to analyze the data, including valuation, quotes and holdings. Historical performance could be viewed based on various dates. Reporting elements included investment style, individual securities and asset class as well as combined performance reporting for multiple portfolios. Investors could also view news, current quote data, financial statement data and ratios of investment fund options.

Many of the most popular features were integrated into the current version of My Watchlist. The new version of the program provides tools, such as mortgage and savings calculators, a retirement planner and stock picks based on bargains, yields and historical reliability. It also allows an investor to sync data across all devices by signing into his Microsoft account.

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