Know more about My Watchlist

Is it at all possible to retrieve all the transactions without laboriously copying them by hand?

Hi fitzVY,

You can export the data to Excel by clicking on the Print Portfolio button. A table of the data is displayed, select the table (CTRL+A), copy (CTRL+C) and then paste it (CTRL+V) into Excel.

Hope this answer your question.

Thanks,

Adriana

Adriana,

I think you are not understanding that copying and pasting the print preview only gets us top-level summary data and not all of our transaction history, which is what we need in order to do the kind of detailed tracking that made us use the msn portfolio in the first place. Please help us get access to the transaction data in some sort of exportable form.

David, thank you for clarifying my question. I have many years of transactions that I need to retrieve, and the transaction history that did migrate to Watchlist is a totally inaccurate mess! It does seem that the MS people who constructed this disaster know very little, if anything, about investing.

In the week since this debacle, I've looked at and briefly used portfolio managers on Morningstar, Google and SigFig. I also looked at "Fund Manager" software. For one reason or another, I found all of those to be unsatisfactory. I've decided to go with Quicken 2015, available through Amazon and other more expensive locations.

News Alert !!!! I think I have finally found a free onlline website that is comparable to the old PM.

and it is the FINANCIAL TIMES PORTFOLIOat FT.com.

http://help.ft.com/2014/03/10/financial-times-redesigns-its-ft-portfolio/#axzz3MUHzrRR1

http://help.ft.com/markets-data/portfolio/#axzz3MUHzrRR1

I just discovered it and the more I work with it, the better it gets.  However, its a little bit of a hassle to enter old transaction dates (you will see what I mean).

FT help says that it can also be accessed on a mobile device.

Congratulations to myself.

News Alert !!!! I think I have finally found a free onlline website that is comparable to the old PM.

and it is the FINANCIAL TIMES PORTFOLIOat FT.com.

http://help.ft.com/2014/03/10/financial-times-redesigns-its-ft-portfolio/#axzz3MUHzrRR1

http://help.ft.com/markets-data/portfolio/#axzz3MUHzrRR1

I just discovered it and the more I work with it, the better it gets.  However, its a little bit of a hassle to enter old transaction dates (you will see what I mean).

FT help says that it can also be accessed on a mobile device.

Congratulations to myself.

Congratulations to you, TW!

I'll check this out when I have time after this weekend, writing down my years of transactions one by one before they disappear into Microspace!

I do a print screen (Alt and Print Screen pressed at the sametime) of the transaction detail of each individual stock in the old PM.  I then copy (Ctrl and V pressed at the sametime) the print screen into an excel file.  I have a worksheet for each individual stock screen print.  At the bottom of the excel file the worksheets are labeled   BAC  C  COP  DHI  FFIV IBM  etc.

I think most people are also doing print screens to get the data out.

Good luck getting your information out by this weekend.

Am I missing something? If there are more transactions than fit in the little individual stock transactions window pane, how can Print Screen (I use Greenshot) get everything?

It doesn't surprise me when a code base is retired.  There are strategic considerations here so that M/S can use the same code base to support web based and smart phone and tablet markets.  What this does is allow a higher user predictability of what they will see when using this app on the different platforms.  It also allows a smaller support footprint and a coherent upgrade cycle.

Very interesting, Sonora. So in other words, Portfolio Manger is being dumbed down to the level that will fit on a smartphone screen?