Subject: Re: Fidelity's "basket portfolio" featu
Yes, the charge is $4.99 per month, per customer, with unlimited accounts and unlimited baskets in each account.

For me, I'm using it for only one account (an IRA), and currently running 3 baskets, each basket using one MI screen, about 25 positions altogether.

My taxable accounts would probably generate more tax liability than I would like to have if I used MI strategies, so they're broad-based, buy-and-hold investments. For example, VV (Vanguard Large-Cap), which has a 20 year (June 2006 to June 2026), 10.5% CAGR with no trades by me, just by the fund. I suspect that taxes would reduce that quite a bit more, if there were MI-style trading involved. So I plan to "hold-till-dead." Then my heirs get it with stepped-up cost basis.