Subject: Re: Fidelity's "basket portfolio" featu
I just edit and save a basket on sunday then trade in two steps on monday.
Sell drop outs first then Buy replacements with specific amounts.

Huh? How is that any different than just doing the sells and buys in a non-basket account?

I've been using pie's at M1 for almost 6 years. The convenient thing is being able to edit the pie on Sunday and letting them handle all the sells and buys.

Running the same screen at Merrill and Etrade is a PITA. I have to first do all the sells, then calculate how much to buy of each of the new picks, then buy each one while keeping track of the remaining buying power so I don't overbuy the last one.
Trying to do limit orders, especially on the sells, is often tricky. You can't do the buys until the sells fill, and sometimes the stock runs away from you and you have to keep adjusting the limit until it finally does fill.
Rebalancing all holdings would be a real PITA to do manually.

Gah, I'm talking myself into trying FIDO baskets.

I read complaints from 1-2 years ago that an IRA FIDO basket would sometimes try to do the buys before the sells, with obvious hilarity.