AutoInvest - Feedback

[laguiar]

I spent some time yesterday evening configuring the Auto Investment for my pies… some points that were not much clear for me:
(probably they were mentioned here before but it’s already impossible to follow everything)

1 - Having to choose an initial funding value for the Pie could be optional.

2 - Since the markets were closed, I have cancelled one of the fundings and edit the Pie, so now I have 100€ “frozen” as cash inside it and I have to use the account free cash to Invest in the pie to be able to use the case there, before the next round of auto investment… it will be very nice if you can just use whatever value is available as pie cash. Not sure if I miss something about this.

Everything else was just fine… it is by far the only and most desirable feature I was waiting for

[George]

1. You mean to be able to set it to 0? We will think about that. It might be hard to implement since some payment methods do not allow authorisation with £0.
2. I agree, this needs improvement. An ‘Invest free cash’ button is planned for development.

[laguiar]

@George

You mean to be able to set it to 0? We will think about that. It might be hard to implement since some payment methods do not allow authorisation with £0.

Yes… something like, I just want to setup everything but will do the first investment in future only, without an initial funding.

It’s ok to set a minimal, it’s just weird but doesn’t hurt

[Andrew1]

Hi, would you be able to add me to that list please. I have a pie stuck at the moment

[L.D]

Hi @Andrew1,
Thank you for letting us know. We will be reviewing and fixing your pie shortly.

We’ll keep you updated.

[DaneJames]

I have an example where my wife has invested a total of £2k into a pie in two separate manual 1k investments on her account. However it says she has invested £1997.23. Is there an issue with spread, stamp duty or something not showing up?

[George]

It’s a known issue with the calculation of stamp duty. You can follow the progress of what’s fixed here:

AutoInvest - Known issues / Fixes / What's coming up

Pending Fixes - AutoInvest fails to invest on national/bank holidays. Fixed - Stamp duty is being counted as invested value which distorts the return calculation of the pie. - Manually deposited funds from “Custom” distribution option are displayed as Free Cash but not available for AutoInvest (Pie Free cash is not displayed in the overall value of the portfolio) - On some Android devices cancelling an investment/rebalancing/…

[Fulny]

Hi, few things are probably been discused here, but it’s already a long thread so my apologize i am just giving feedback

1. It would be good for me if you could see just your single stock in your Investments tab and not those in pies it’s a but confusing for me
2. And following that if the same thing would be done with your portfolio overview
3. This one was probably mention but i’d like to see also to add a cash position into my pie
   And i am also looking forward to transfering my existing shares into pie

Thanks a lot for your hard work, this product is amazing

[Richard.W]

@George

In short our goal is eventually shares and pies to become as easily managed as you manage your files and folders on your Mac/PC

This idea deserves 400,000 likes (or at least as many as read this community forum!)

[MaximeF]

Hello guys, it might have been answered, but there is so much daily messages and new posts that I can’t keep up.

Do you know if they plan to add a feature so that your autoinvest is directly in the self-balance mode (buying more of underweighted stocks), and not by target ?

Thanks !

[caribo]

you are covered…

It’s possible to invest by target %age, self-balancing underweight/overweight or use a custom allocation of your choosing…

[MaximeF]

Yes but it’s only for the manual invest not the auto invest am I right?

[caribo]

@George

Hi @Chanou, with v1 automatic deposits will contribute funds according to the target value of each slice. In following versions we will add a self-balancing option so each auto deposit can compensate the drift between actual/target value.

P.S. The self-balancing option will be available for manual deposits from v1.

from the above post I would say yes, self-balancing of auto-investments will be available in the future…

Hope that helps

[mjwtan]

I got a notification that i received dividend but i’m not seeing this in my “Dividend income” of my pie. I have the setting Auto reinvest on.

[chantal]

Same here. But I guess the ex-div date was before I created my pie and the received dividend is for shares already owned outside the pie.

[NSArab]

Such a great option. But i think it would be best if the portfolio of pie and normal investment chart all are not in the same list.

Check out the photo, the pending orders are from pie & others are normal investment. If they have separate panel we won’t be bothered looking after our normal share.

Thank you Sir

[L.D]

Hey there @mjwtan,

You are absolutely right, @chantal! If the eligible holdings have been purchased before creating the pie, the dividends are paid outside the pie and the indication for them can be found in the ‘History’ section of the account.

I hope this helps!

[regatron7]

Hi there @L.D are there any updates on the matter?

[Gez050]

Is it possible or will it be possible soon to export our portfolio (number of shares and average cost per share) into an excel ?

[L.D]

Hey there @regatron7,

Everything seems fine on our end, but we’ll have to get some more info from you, in order for us to further check this. Check your inbox for a message from us.