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Investment Strategies / Mechanical Investing
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Author: FlyingCircus   😊 😞
Number: of 5822 
Subject: Re: Fidelity's "basket portfolio" featu
Date: 06/09/26 11:16 PM
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No. of Recommendations: 2
Dog, I tried that feature (again) a couple of years ago and, while close to being great, it just breaks down for me because,

you can't enter "staged" trades over the weekend or overnight for Fidelity's automatic execution the next morning or at a specific time (i.e. the way the old Folio website did it). You must enter the basket during trading hours and pull the trigger.

It used to be free, also - now they've made minor upgrades to it and started charging for it. Short $, but the principle of it.

If they've since improved it with the ability to set up and save a new basket outside of trading hours I would try it again.

FC
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