Know more about My Watchlist

Thanks,

Adriana

Adriana - not sure if you had anything to do with getting the old PM back up, but thanks for any influence you may have had.  Because the old PM has been inaccessible for a week after announcing an imminent shutdown, it seems only fair to extend that deadline.  People are scrambling trying to get data out of the old PM, and it's just not a very friendly program in that regard.  Have you asked the programmers if there is a way we can export from the old PM to a data file like a CSV?

Also, please let the powers that be know that they are shutting down one of the best PM's on the internet in favor of a very mediocre and commonplace offering.  The usefulness is gone for me, and I will not be using the new My Watchlist.  I don't know what I will be using, but this whole scenario has really soured me and shaken my trust.  The old PM is a wonderful tool.  If it had been advertised better, I believe you would find you could attract a multitude of users to that platform.  The new My Watchlist looks way too much like everything else out there.

Thanks for being our sounding board.  I wish you were an MSN senior officer, so you could really get something done.

Ron

How do I export my data to Excel or to a CVS file? I don't want to loose my data when Microsoft pulls the plug.

Andy

Andy,

The quickest way to capture a snapshot of your data that you can manipulate later is to use the PM's "Print Portfolio" function via the button at the top of the page.

The reason I say snapshot is because when you do this, it will NOT capture transactions, just holdings and column data.

Anyway, once you have the print screen up, use CTRL-A to highlight the entire portfolio.  Press CTRL-C to Copy all the highlighted data.  Open a blank Excel worksheet and use CTRL-V to Paste all the data into the spreadsheet.  It should paste all the data into individual cells (not like a screenshot), but it will likely look kind of messy.  If you have a lot of columns in PM, it is likely that some of your columns are now located at the bottom of your newly-created spreadsheet.  This is easy to fix by just highlighting all of the data in those trailing columns then cutting and pasting it back up where it belongs.  Formatting the spreadsheet to look pretty doesn't take very long.

Of course, the problem is that you have no transaction data.  So far, the only way to get that info out of PM is manually, which is just ridiculous.

How do I export my data to Excel or to a CVS file? I don't want to loose my data when Microsoft pulls the plug.

Andy

THE OLD PM IS BACK UP  !!!!!!!!!!!!!

and it was a very nice day for stocks.

Check out the Google finance portfolio manager if you havent already.  I think better than Morningstar and with no transaction limits.  Howerver, you can only view one portfolio at a time.