AAGH
AMERICA GREAT HEALTH
stock OTC

I religiously use the legacy closed position page. Great way to track gains for estimated taxes and for sharing results with family and the accounts I manage (daily, weekly, annual, per stock, per account, etc). And it was a quick way to select lot reassignments as well as figure out what lots Fidelity used (easy way to catch mistakes and call in to get them corrected). I liked the massive flexibility on filtering as well so I could compare my options trading or a specific investment results and it had all the info needed for cost basis tracking too.
With no warning, Fidelity changed it to what is for me an essentially useless view. Fortunately, there is still a link at the bottom of the new page to get back the old view/page (4 annoying clicks later I get back to the same two tabs as before). My concern is they will eventually do away with the legacy page. AAGH!! yet another update that just ruins the user friendly ease of use of their site.

I religiously use the legacy closed position page. Great way to track gains for estimated taxes and for sharing results with family and the accounts I manage (daily, weekly, annual, per stock, per account, etc). And it was a quick way to select lot reassignments as well as figure out what lots Fidelity used (easy way to catch mistakes and call in to get them corrected). I liked the massive flexibility on filtering as well so I could compare my options trading or a specific investment results and it had all the info needed for cost basis tracking too.
With no warning, Fidelity changed it to what is for me an essentially useless view. Fortunately, there is still a link at the bottom of the new page to get back the old view/page (4 annoying clicks later I get back to the same two tabs as before). My concern is they will eventually do away with the legacy page. AAGH!! yet another update that just ruins the user friendly ease of use of their site.