How to download lot-level detail?
Hello! I need to download cost basis and purchase date for individual lots for tax planning analysis. I found this post (below) that says to use Active Trader Pro, but the suggested path doesn't work for me in Fidelity Trader +, which seems to have replaced ATP. And even if it did work, expanding and exporting lot details for each security at a time is too cumbersome. Suggestions?
https://www.reddit.com/r/fidelityinvestments/comments/1ll0mpb/download_tax_lots_for_entire_account/
u/Aromatic-Cold-8666 — 6 days ago