how do you extract the data from their site? i only see pdfs and it’s a pain manually updating all of them
They also publish CSVs which you can import into Google Sheets very easily.
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Can I import this pie into my Trading212 portfolio ?
Unfortunately at the moment you need to manually create the pie yourself. I think trading212 are working on adding pie copying at some point but it’s not available yet
Amazing tool @treeba, thank you very much! I was in the process of making my own when I found this, so it saved me a bunch of time.
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You’re more than welcome!
great job!! thank you
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So did you guys include Zillow in your pies? They seem to be on a decline since the start of October, and with IPOB on the scene I’m unsure of what to do.
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For ARKK:
Tencent and Exone(not yet fractional) are now available on T212 via the Wednesday OTC additions.
Facebook was sold from this fund.
Happy Investing!
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Also Nintendo (NTDOY, not the Xetra version).
Yes. But unfortunately is not yet fracional and cannot be added to the pie.
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I’ve created a new spreadsheet that is now completely automated so should always be up to date with ARK. The new link is:
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I can’t seem to allocate less than 0.5% to a stock/piece of the pie. So how can I add Syros Pharmaceuticals for example at 0.3%?
2 options, 1) you don’t and it won’t make the world’s difference given how small it is anyways. instead you spread the difference over others 2) you bump it up to 0.5 and let another one in your pie suffer
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You are a freaking legend @treeba 
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Will you keep this live for the next few years/decades?!
I hope so! -
What’s your general process? Do you just go into the app every week, and then “rebalance” the percentages? How frequently have you had to readjust them over this past few months? I’m just curious about how much work this would require!
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How do you plan on shifting the individual stock? I assume that if something bad happens at the company, and they want to drop the stock, then the main concern at ARK will be to discuss it/handle the fallout/sell the stock. But we might not know about this until a few weeks later, once they’ve had the time to update the PDFs on the website. I might be thinking about this completely wrong, so I’d really appreciate your thoughts. I also noticed that you mentioned a daily email that gets sent out… I guess my main question is: “what kind of warning system do you have in place, that you need to shift/sell that stock quickly?”
Thank you for all your help! This spreadsheet is incredible 
Thanks @scratchmaster!
- I’m using this too so I’ll be keeping it up to date forever
- I change my percentages weekly usually or every 2 weeks depending on time. Currently this does take a bit of work, hoping Trading212 allow us to do this automatically via API at some point.
- The CSVs are updated daily on the website and they’re automatically pulled into the Google Sheet so we see this fairly quickly. ARK generally invest with a much larger time horizon so it’s unlikely they’ll drop a company quickly that represents a large portion of their ETF (in my opinion). The email is available from ARK and that’s a good indicator of any big buys / sells!
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Thanks for a great response @Treeba
Just to clarify…
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If Tesla goes down from 11% to 10%, would you have to sell that 1% of Tesla? Or when you next top-up, would it automatically allocate less to Tesla in order to match the specified allocations across the entire “Pie”? In other words, does it automatically buy the other stocks to counteract the overweighting of Tesla? Or would I have to sell Tesla to buy the others?
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Do you just ignore the lower denominations such as Syros Pharmaceuticals at under <0.5%?
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Do you use the rebalance feature? I feel that it would be random to sell many pieces of stock at one time. Surely ARK would buy and sell very carefully, and at the “right” moment for each holding/stock?
Thanks for your input and for telling me more about your process. And thanks for giving us the opportunity to get invested with ARKK / ARKF. The ARK fund team has made me very excited and optimistic about the future.
No worries!
- Personally I rebalance the pies by selling, this isn’t necessarily the best thing to do tax wise though and others opt to allocate more money to underweight stocks to rebalance. I think the second method is better generally. This can all be done automatically with the rebalance button or changing how your topups work
- I generally round them up to 0.5 to get exposure to them and knock very small amounts off other low-weighted stocks.
- I do use it, if you update the amounts to match ARKs, you’ll find that not many stocks get changed anyway since the %s have mainly changed because of the increase or decrease in stock price.
Hope this helps!
Thanks @treeba! I’ve started investing in ARKK and ARKF using your sheet as reference! My aim now is to mirror the ARK percentages as accurately as possible. Please can you give clarity on the following:
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Before I deposit fresh funds into the Pie, should I first update my percentages to match the newest percentages on the Google Sheet? Tesla seems to fluctuate between 10 - 13%, which is causing a little confusion!
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In order to match ARKs allocations, should I select invest by “Self-Balancing”? Or by Target? I get confused here, because Tesla fluctuates by 1 or 2 percent each day, so I never really know what the true “Target Weight/Percentage” is to aim for.
To put it simply: should I update the percentages each time before I invest, and then invest by Self-Balancing? Is that the best way to match the ARK allocations closely?
Thanks for clarifying. I’m very grateful for your help! 
Hi @treeba, the Google Sheet has gone blank for most of the funds. Is this due to a slow connection between ARK CSVs and the Google Sheet? Is it a normal/temporary problem?
Please let me know, because I’m investing using these sheets as guidance. I’m using them to self-balance when I top-up. But without the spreadsheet I’m a bit lost!
Thanks a lot for your help