Ability to put your manual investments in separate funds

šŸ’” Feature suggestions & ideas
1

Currently we can only see the headline return for everything we invested in.

Some of us may be testing different strategies, like long/short term, long/short, market neutral, fundamental/quant - we want to be able to see the return for each strategy.

Possibly by manually moving our investments into separate buckets on the app/website, then the site gives returns for that bucket only. Thoughts?

2

Can pies do this for you?

3

the problem with a pie is it looks like I cannot trade into or out of a pie, and I cannot move assets from one pie to another. seems to be fixed at inception?

but the framework for the pie seems user friendly

4

Welcome to the Community :wave:

Moving assets between Pies is possible when using the Export and Import options. Let me know if you have something else in mind, though :ok_hand:

5

Ok thanks I think you are right.

The only confusing thing is that I needed to open the pie with at least one security, but it looks like I can set it to Ā£0.00, then import assets from outside the pie.

So its a good functionality, but wasnā€™t obvious to me it could do that

1 Like
6

Pies donā€™t allow stop limits to be applied to individual assets as far as I can tell. T212 should add that option to pies or create ā€˜bucketsā€™ in the investments tab that we can bundle stocks into. Iā€™d like to group or ā€˜bucketā€™ my stocks, but Iā€™d prefer the safety net of a stop, hence other than for long term investments, Pies donā€™t seem to be suitable.

7

Weā€™ve previously received similar suggestions, and if there is news about implementing such an option, Iā€™ll update you. Thanks for the feedback - itā€™s appreciated :pray:

1 Like
8

Thanks.

Expanding on this, in other apps (e.g. Yahoo Finance and Simply Wall St) where I might like to take a quick look at current prices for example I have shares broken into four categories and I manage them in slightly different ways.

  1. Active - A proportion of my shares are in shorter term investments where Iā€™m hoping to make a nice profit, grow the pot, reinvest and so on.
  2. Gambles - my ā€œfunā€ money where my punts sit.
  3. Dividends - likely long term dividends holdings
  4. Long-Term - Generally ETFs

It would be great to be able to create these on the Portfolio tab in a similar way to the lists function and also include useful summary info. Currently the portfolio tab has (I) investments, (ii) pies. The idea is to list each ā€˜bucketā€™ or ā€˜portfolioā€™ within that section, basically helping us to split out the overall ā€˜investmentsā€™ tab into our sub portfolios.

Itā€™s just an enhanced view really, with stops/limits still possible but with investments bundled into your own designed sub portfolios.

9

Why not move them into pies to segregate them, and out of pies to trade? Bit of a faff but would give you the four views you want now without changing the software to do it?

10

Thank Dougal1984.

Iā€™d be happy to use Pies if T212 adds stops and limits to them with an auto-rebalance of the pie after a sell.