Know more about My Watchlist

I think you will like FT.com once you become familiar with it.  Right now Im entering transactions into FT.com and I still have a long way to go.  I used the old PM for 15 years, and for the most part Im only entering stocks I currently own or stocks that were sold in 2010 or later (not beyond the 3 year statute of limitations).

TW,

Thanks very much for the pointer to FT.COM.  I would not have found it on my own, I think.  It has many positives, including showing all portfolio results on a single screen, allowing drilldown to see contributions to totals, and once you enter in your buys and sells, it throws in dividend transactions from its database.  It also exports from FT.COM into csv files for all transactions.

The negatives, and I may just not understand enough, are that

• to enter transactions you cannot enter the date but must click on a calendar icon to go back month by month until you finally hit the month you want,
• you must select a way of handling dividends and you cannot deviate from that easily, so that if you say you reinvest dividends and several times you collected the dividends, it will continue to assume you reinvested the dividends.  You need to delete the transactions.
• if you had a split, you need to make sure you only enter the RAW figures, not the split adjusted figures, prior to the split's occurrence.  So if you bought 100 shares for $50/share and it split 2:1, PM would have changed your original basis to be 200 shares at $25/share, but FT wants that 100 at $50/share.
• the values for reinvested dividend shares seem to be computed a bit off vs what the brokerage reported to me
• it doesn't read in a .CSV file to load transactions

If I got anything wrong, please let me know.

Thanks again for the suggestion.  And thank you, Microsoft, for idle hands are the devil's playground.

Hi Adriana,

I was able to migrate successfully from PM to watchlist a couple of weeks ago and watchlist was working ok. Since the old PM has been shut down my watchlist no longer works. I can see the default watchlist but the pull down arrow to select other watchlists does not work and the tabs for fundamentals, portfolio holdings, and transactions do not work either. I am frozen in the default watchlist summary and can't select anything else. I have tried refreshing the screen to no avail. How can I get watchlist working?

Too bad MS wouldn't keep PM running a few more days so everyone could get their year end data in the same format that they used for the whole year and in many cases for the past 15 or more years!!!

Thanks, Bob

i have been dealing with this bs long enough. after 20 years it's time to move on and get rid of msn .can't get in touch with anyone without getting the run around. .i will take my business elsewhere.

Watchlist does not have all my previous stock symbols --- PM had them.

For Example:

FUND   Royce Focus Trust

PPX      PPL Preferred Stock

ISF       ING Preferred Stock

It is not just a Preferred Stock issue - - - Watchlist shows some of my Preferred Stocks.

I have to look through 30 pages of transactions to find something --- at least they are now in alphabetical order - -  for a while that didn't work either.

I imported my files from the old portfolio manager.  Everything worked fine for several days.  Now today, while the summary page comes up properly populated, when I go to the portfolio holdings tab only the security symbol, security name and current price columns are populated and the rest are blank.  Is anyone else experiencing this problem?