Know more about My Watchlist

they removed the database backup/file save capability some years back.  However if you want to get your data out to at least have a copy use a product like SnagIt.  If you set its capture type to 'advanced' 'custom scroll' you can then scroll the expanded transactions window at the bottom of PM for each stock/fund you have in each portfolio you are monitoring.  That will give you a single list of transactions for each security.  Hope this helps.

Happy Holidays!

Yes, I know. the last backup I have is from 2007. I didn't know about SnagIt, but I just finish taking screen shots and pasting them into Word (69 pages!). At least I have the transaction records, but I'm not sure what I am going to do with them. So far, I'm not at all impressed with the new Portfolio/Watchlist. I wish there was some way to get our data (of course, MS probably believes it's theirs and the EULA probably says it is).

After many times of trying, I  was finally able to mark the items to move over to the new watchlist.  I deselected those items I didn't want to bring over and clicked "Continue" and nothing happened!  Tried again and nothing happened still!  All I could do was close out the program.

Did you see my Dec 20th post about the Financial Times Portfolio?  I think you might like it.

Thanks MorningSleeper, I just tried that,

It seemed to be migrating- for a full 10 minutes I watched as the Migrating! screen and circling dots continually refreshed, but then this error came up:

Our services aren't available right now

We're working to restore all services as soon as possible. Please check back soon.

Ref A: 3DFEA23040E2489986518E9FAE5DF500 Ref B: FC6EB09DBF12D7CCDD903BBD12D0879A Ref C: Sun Dec 21 20:51:19 2014 PST

Would it help to try to migrate one or two lists/accounts at a time if these migrations keep failing? I was worried that in doing so I might delete any accounts not checked (the check is to denote that they are to be transferred to the new platform), because when left unchecked the following warning comes up:

! This watchlist will be deleted

So I didn't want to try that only to find that I inadvertently deleted watchlists which I actually wanted to retain and migrate over to the new platform.

Another Question: with respect to the 250 limit I've seen. Are we limited to migrating 250 total entries/positions from throughout all of our accounts within Portfolio Manager? Or are we limited to 250 positions per account/list? I had been assuming that the limit of 250 entries pertained to each list/account ( I have numerous accounts in my Portfolio Manager) and not overall throughout one's entire Portfolio Manager.

I believe the 250 is stocks per account. Make sure none of your old PM accounts have more than 250 stocks in them which have quantity of 1 or higher (it does not seem to import completely sold stocks so you can probably exclude those from counting the 250).

Also as a precaution, rename all the old accounts on that screen to guarantee they will not try to import into an existing watchlist with the same name (from a previous attempt) that already has stocks in it which could cause you to be going over the 250 limit. You can rename them later if they migrate over. You should try this first if you have not already.

As far as not checking all the accounts, at one time, despite that warning message, you could uncheck all but one and try one at a time and then repeat with the others, but they have made changes to the import process since then so I don't know if that still holds true - the message certainly does not imply such but that was the same message that appeared when one could do it so who knows. Not even sure if it would help with that particular error though. 

One thing you could try is use a different Microsoft account, create two accounts in the old PM, if you even still can, with a couple example transactions in each, then test checking off just one of them. If it succeeds, try to do a retry import and see if the other is still there and available for import.