Know more about My Watchlist

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

Sorry, fitzVY. I didn't realize this but will try to get additional help. I've sent an inquiry to the product team about any alternatives they may have.Thanks for clarifying your needs.

Adriana

Hope you Microfolks have had a nice weekend.

Guess how your PM users are spending it before 12/22 doomsday??

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?

Admittedly, it isn't ideal, but I've been using Hypersnap.  I used to use it at work so when I retired I bought a license for $39.95 and it's just a fantastic screen capture utility.  There's also a free trial period which you might be interested in.

Say I have a stock with 48 transactions.  The transaction frame only shows 8 transactions at a time.  I hold down Ctrl-Shift-R and drag the rectangle so it encompasses those 8 transactions, then click and it saves the capture in its chain of captures.  I then scroll down so the next 8 show and hit Ctrl-Shift-F11 and it autocaptures the next 8 and adds them to the chain of captures.  Repeat until you have all 48.  Then go to each capture, hit Ctrl-C, switch to excel or word (I placed a portfolio in a separate excel worksheet) and hit Ctrl -V.  Do this 6 times and you're done.  Thanks, Microsoft!

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?

Essentially, yes, because a common code base is easier and cheaper to maintain.  Unfortunately, using standards that all platforms subscribe to doesn't usually lead to the best user experience, and in this case, it was exacerbated by what appears to be woeful project management.

Yes, my way is not perfect, you have to scroll down and do an additional print screen(s) of the transactions that werent shown in the first print screen.  But its faster and more accurate than writing down by hand.

Hi Adriana,

Thanks for your help. I'm getting an error message when trying to migrate my portfolio data to the new platform. On Friday (12-19-14) I was finally able to access the PM after  week of not being able to do so. I was able to make a backup of my positions using the Print Portfolio tab at the top, but that method does not provide transaction data (buys, sells, dividends, reinvestments, etc) (as others have pointed out) so I took the past two days to copy all that info down by hand. I was able to do so. Following the Migrating your Watchlist instructions (http://support2.microsoft.com/kb/3004532/en-us) I attempted to migrate my portfolio data over to the new platform today, and pleasantly found that unlike my previous attempts, all my portfolio data appeared as being eligible for transfer**. It seemed to start the migration process and then suddenly the following appeared:**

Whoops!

We can't show you this right now. We'll get it fixed soon.

2014-12-21T20:26:27.5294705+00:00

b9e1b961-92ba-4a36-aa3b-d5a8fa7f6a41

Attempts to refresh the page and try again do not work. The same error as above appears not only after after refreshing the page, but using a separate window to visit my Watchlist page at: http://www.msn.com/en-us/money/watchlist.

When I try to Retry the migration (http://www.msn.com/en-us/money/watchlist/migrationsupport)  I get the following error next to each portfolio I have checked to transfer over:

! Watchlist with this name already exists. Select a new name.

**I can't access the new platform at:**http://www.msn.com/en-us/money/watchlist in order to delete the watchlists with the same names from my previous migration attempt, because, as I mentioned previously, I keep getting the following error when trying to visit that page:

Whoops!

We can't show you this right now. We'll get it fixed soon.

2014-12-21T20:26:27.5294705+00:00

b9e1b961-92ba-4a36-aa3b-d5a8fa7f6a41

Signing in and out and opening in different browsers doesn't seem to help. What am I supposed to do? Thank you.