AutoInvest - Feedback

Is this fixed? Because at the moment it doesn’t place orders when add funds to my pie.

1 Like

great things are coming :smiley:

My pie has finally begun to act so I won’t mess with anything for now and see how things go according to our friendly little robot xD

4 Likes

We also decided to add an ‘Invest pie cash’ button for more flexibility in similar situations.

P.S. Did you use the ‘Self-balancing’ option when added funds to your pie?

1 Like

No, the first option. Did the same yesterday before markets opened.

2 Likes

Having a custom time for deposits would be amazing! :heart_eyes:

Apologies if answered already: Are there any plans to allow pie stocks to be hidden within the Investments tab?

The investments tab becomes very very cluttered when there are 20+ stocks with 0.01 shares spamming it! :upside_down_face:

Suppose having a Sort By like suggested above might help a little bit too!

1 Like

Yes, sorting / filtering is something we will definitely add to the investments tab.

7 Likes

What happens when you add instruments to a pie?

I created a pie yesterday, added 3 ETFs and funded it manually from my free funds. Based on weight orders were executed.

Now I added some REITs and changed the weighting a bit. The newly added REITs are at 0%. When I add more funds, will they be bought first?

This depends on the fund distribution method. If you choose ‘Self balancing’ The investing algorithm will prioritise underweight instruments. If you choose ‘By targets’ It’ll buy according to your new targets.

*AutoInvest always buys ‘By targets’.

Ok I will try Self balancing. See what happens. thanks.

Update: doesn’t work either like By Targets. Waiting for fix…

2 Likes

will the AutoInvest be getting “self-balancing” at some point as well? or is it a non-issue in the grand scheme of things a year or two down the line?

It will definitely get it. Currently it’s more of a bureaucracy issue. Not a technical challenge at all. As soon as we clear the path it’ll be done.

2 Likes

Hi Chantal,
Thanks for your reply and I completely agree with the longer term smoothing. Having witnessed some eye watering spikes at market open though, I still believe the option to avoid these times could be beneficial (even if only marginal) for all investors, with different strategies. Just gives people more options IMHO

2 Likes

looking at my own pie that funded and purchased shares shortly after market open, while the market did see the typical jumps, the share prices I got in at were either in line with the following average for the day or near the base of the jump/dip and sat at a very small negative/positive per stock. not extreme enough to cause issues, especially as fractionals are handled OTC by T212 and so I think see more favourable prices than the TOTV for a full share.

add onto that the smoothing out of days&months of this behaviour and I think I won’t have any issues using the feature at its current time slot though a more stable time may become more appealing at a later date.

How do I join beta? @George

The very first posts of the beta announcement will contain a link you can follow to show interest in joining the Beta :slight_smile:

Can you send me link plz can’t find it

at the bottom of this very comprehensive post :slight_smile:

1 Like

No sure if anyone has mentioned this but it would be good if when you tap a segment of a pie you are scrolled down to that holding in the list. That would speed up being able to see which stock in underweight for example and make it easier working out which segment represents which stock.

I think some flag icons would be good such as UK, US, Europe for those who want to create a pie for a region.

1 Like

Having options like: Opening, Midday and Closing (with better wordings haha), with a small description of each option, should be enough for the majority of investors, IMHO.

Having so pick settings will start to make the UX very complicated and also on T212 to handle everything.

Cheers.

1 Like

Liking the pie setup so far. Good work trading 212 team.

Maybe an idea for the future (sorry if already discussed)… I invest in ETF only and it would be good if you could setup pie and see a breakdown of overall what sectors / geographies etc that you plan to invest in …like the Morningstar instant xray (but hopefully less fiddly ! )

Thanks Bob

1 Like