Awaiting your feedback :slight_smile:

Mind you, since VWRA is actually in negative territory, at about -6.8% since its inception and over the last year, it is hard to see where the plus 8% projection comes from.

Thanks @george , I look forward to the next update landing… The version I currently have is… 5.5.2 which behaves as above…

Do the current versions update automatically?

Expected return is different to actual return because the calculations are based on an average return. My expected return calculation for VWRA was: [image] 6.77% This was based on the average of daily returns. Formula and code used here: https://github.com/nickspacemonkey/efficient_frontier/blob…

If a stock or ETF has a very short history we assign an automatic 8%. I understand with ETFs we could be way more creative since we can refer to the indices they track (we will get to that in the future). Moreover, when we implement ETF holdings info in most cases we would be able to calculate the …

Alerts and limit orders based on the value of a single pie would mean one could more closely use pies as self-managed ETFs. Eg. “Buy £100 more if value of present pie hits £500”. But I guess the problem would be the paper trail by which to verify that such value was actually hit. So hard to see how …

@George Can you please allow access to graphs for indivudual instruments in a PIE if i want to see the history? At the moment i have to come out of my PIE and go to search to look at a perticular instrument. Thank you M.SALEEM

[image] M.Saleem: please allow access to graphs for indivudual instruments in a PIE That is in the works. Apparently it is already implemented but not active. [image] AutoInvest - Feedback 🥧 Pies & AutoInvest We are on the same page. We had to hide the page due to …

@Richard.W Thank you for prompt reply. Appriciated

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Vedran June 26, 2020, 3:21pm 561

@George
One thing I would like to have is “Limit order” for whole porfolio, based on either total value or % returns. For instance when portfolio drops to -5%/10% or certain percentage drop in a day.

Can you make it happen?

Would you like a pie?

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