cancel
Showing results for 
Search instead for 
Did you mean: 
     
Highlighted
Participant ○○○

Fidelity's new beta of the portfolio positions tab.

Did anyone see the new beta of the portfolio positions tab?

A few highlights:
- Easier to read fonts and symbols
- Hard to borrow & earnings indicators
- Percent of account column
- One click to see all option summary for stock positions owned
- One click to manage dividends (auto invest)
- A new dividend view (ex-date, amount per share, pay date, yield info)
- A new fund performance view
- Print & Excel download options

I think it looks fantastic and with a couple of great enhancements.
What do you think?

(Please stay on topic. This isn't a Schwab discussion. You know who you are.)

0 Kudos
5 Replies
Highlighted
Participant ○

Re: Fidelity's new beta of the portfolio positions tab.

How do we see this?  Thanks.  

0 Kudos
Highlighted
Participant ○○○

Re: Fidelity's new beta of the portfolio positions tab.

Capture2.JPG

0 Kudos
Highlighted
Participant ○

Re: Fidelity's new beta of the portfolio positions tab.

Mine is still the same as before with no option to see beta.  Maybe later on.


 

0 Kudos
Highlighted
Frequent Contributor

Re: Fidelity's new beta of the portfolio positions tab.

 Within the past two weeks,


@Bartab wrote:

Mine is still the same as before with no option to see beta.  Maybe later on.


 



Fidelity posted an option to use the Beta version, I opted out.

0 Kudos
Highlighted
Participant ○

Re: Fidelity's new beta of the portfolio positions tab.

Thank you.  

0 Kudos
Announcements