Hello
Is there any way to categorise transactions made from the trading 212 card?
Is this function being worked on, or is there any way to do this using a 3rd-party budgeting app?
Appreciate any guidance, thanks so much!
All the best
Hi, have a suggestion about pies.
You currently have a feature to reinvest any cash collected once minimum levels have been met.
Feature request:
With the autoinvest feature set to ‘on’ - I would like an option that can manually set/select an upper limit to the cash collected before the auto invest feature is activated. This would be an amount above T212’s own minimum metric - up to a maximum of 5k (or higher). Once the higher level has been met, this would activate T212’s autoinvest own ‘buy’ order. At anytime the cash collected within the pie has reached T212’s own minimum levels and my own preselected maximum, I would like a secondary ‘invest now’ option to invest the collected funds at a time of my choosing. The ability to move the collected funds from the pie to your GIA cash pot would still be available (same for pie’s held within an ISA )
Reason 1:
The auto invest feature does not account for daily price fluctuations and may not be reinvesting the cash collected at the most opportune moment, account holders could utilise the above options to reinvest those funds collected at time of their own choosing.
Reason 2:
This could be another ‘goal’ target that could incentivise investing and saving. An account holder may be holding certain dividend paying assets within a pie to collect for a specific purchase, holiday, rainy day fund or maybe even to save towards a large bill that they know is coming in the future, this feature could facilitate such a goal.
Reason 3:
Dividend Investors may like to keep a closer eye on the dividend yield from certain asset classes held within different pie’s, this could give investors a real ‘visual’ aid towards the performance of those asset classes.
I understand that the cash held within a pie may not qualify for any interest payments, but I hope it could.
Thanks for listening.
Why on Earth have you changed to search, to not open the full stock page when you click on the stock name or icon? Why is it in a new tiny window? jeez…
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I don’t understand how a broker with more than 20 years of experience doesn’t have the ability to edit an order. It’s the most basic feature you could ask for. Having to cancel an order and recreate it because you want to change a parameter is the most primitive thing I’ve ever seen. I also don’t understand why it has never been requested, as much more complex and laborious features are requested here.
What on Earth is going on.
Why have you made the made portfolio screen awful?
Where have the hell have numbers gone along the Y axis on the account chart? First you remove dates now this, making the line chart effectivity worthless WHY? I just don’t get it.
Why is investment sort now in yet another sodding list?
Why have you added tabs for the same information, investments, before it was quick to reference the asset allocation grid against the list, now we have to hot swap.
Where has the collapse options gone, so now we have to scroll through the whole individual investment list.
Colours removed from peneding buy/sell, to easily identify within the list.
You add padding and double line spacing the investment list making it three times bigger than it needs to be.
you cant move the marker on the chart to the far right because the scroll bar appears!!
On the chart should be X & Y units, and on the Y axis it should mark the Blue line and the Grey line current numbers. Like it does on stock charts.
Again, I ask: Where is the logic behind these updates?
At least we can not include cash.
and at last it shows cost basis, thank you for that!
On my CFD account I see the small window as a big advantage, but for the investment account it is very inconvenient.
New to this platform so this has probably been asked already. But…
I’d like to see a comment section for pies. Where I can add info about my holdings, for e.g % location or industry. For my own info.
Why is his main pot and spending pot been separated in web user interface? I can’t see any point in this. Also why have investments and overview in separate tabs? Maybe have option for combined view.
Buongiorno team T212 !
Utilizzando il broker in Italia sarebbe possibile l’introduzione del regime amministrato?
Grazie.
Cash as a holding inside of Pies: Some strategies benefit from holding cash in times of market downturns: Having an option to hold interest earning cash inside of a pie would be a great addition. Holding cash equivalents, like XEON for Euros sadly is not viable, as you miss out on the interest on cash. Being able to set a % holding for cash within the Pie would be a great help for programming strategies that use this cash holding mechanism, I would love to see this implemented!
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I’d like to see a schedule automated regular ISA withdrawals (e.g. monthly) feature added, that allows T212 clients to send cash to their nominated bank account, on a selected date each month.
Within invest and ISA (stocks, funds) I note that as an example if I currently own 10 shares at $10.20 each average, I can set a limit sell at a key resistance of $11.80 OR I can set a stop limit order at $11.45 as a stop loss BUT I cannot set both as ‘one cancels the other, OCO’. This is an important function to have for trading risk management, pretty please explore introducing it with the code and logistics to make it happen. It exists on CFD platform. It could be introduced, even if only in an advanced mode for advanced users, as it is confusing at first.
OCO orders were removed from the CFD account last year, as discussed in this thread. Still, it’s a valuable suggestion, and I’ll be happy to pass it on to the team.
Could we please have price alerts back at the top of the page under or near the chart, where they always were? Having them near the bottom of the page is not helpful at all. Desktop user. Thanks.
Sorry, guys, I found it in settings, which I though applied to the investments page.
Can we have pies that can all be linked together and controlled from a main pie?
is this doable in one’s account?