Best workaround is to swap the holding in the pie for a cash fund.
Yes that is what I do as well … but not ideal as the fund is not as liquid as cash, and the cash is locked inside the pie.
You might be able to do what OP wants, by going into the pie, removing the instrument you want to sell, click on the overall percentage for the pie (in web) and select “Proportionally redistribute to 100%” … but I would love to have the ability to hold cash into the pie.
Not sure if this has been mentioned on here but in pie’s there is overview, holdings, autoinvest and sharing tabs would be good to be able to incorporate history of the pie such as dividends earned, info on reinvestment transactions rather than having to go into individual stock history
Adding filters when searching for stocks and ETFs would be helpful, say you could filter for companies with a P/E ratio of 20 and less or when searching ETFs could filter for distribution/accumulation depending on what you need.
For stuff like this, imo you’re better off using a dedicated scanning tool, something like TradingViews scanner, or FinViz.
At least this way you can see assets that might not be in T212 and you could request it be added.
@KrisG When are the sound and message window notifications for Buy and Sell completions going to be implemented. It has been a few months since the new app has gone live.
This is not a new feature, it existed in the legacy app.
There’s no news for the time being, as our focus lately has been on launching the 212 card in Europe and introducing SIPP accounts. We’ll let you know as soon as we have any updates about Options
I’d like the portfolio line graph to only show whether the value of my stocks/ETFs have gone up or down, not whether I’ve added money or withdrawn it.
I’m investing regular amounts on a weekly/monthly basis and the overall graph becomes useless due to regular deposits. I know I can go in and see each individual stock/ETF’s evolution, but I’m interested in seeing the WTR for my portfolio.
Being able to change from actual value to percentage would be more an additional plus.
Hi @Dougal1984 , I’m not sure to understand your reply. My point is that I want to see the return of my portfolio, excluding deposits and withdrawals. How it is now, I only see the total value, which you correctly point out, but I don’t see very well the return.