AutoInvest - Feedback

How about charts on a per pie basis - as mocked-up below? But perhaps it is computationally too difficult to construct a weighted-average chart of the pie constituents based on their target weights.

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I tried searching this topics. But don’t shoot me if said before.

What I found frustrating is the setting of weightings on mobile(android).

The slider is awfully clunky, I mostly click on number and manually type number.
Not sure what is the best solution, if +/- button makes sense, but slider is unusable imho…

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When you want to move from 7% to 8% but goes to 12%… then back to 5% :joy:

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I can do a csv parser and make it available online but first have to see if T212 will offer something or have a definitive format by email/pdf whatever to export the portfolio.

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Hi, can’t use either add so I can sort my portfolio into sections as I added some to a pie and now I can see them in my portfolio it’s not confusing but I want to be able to move my stocks around, so I know what’s what

lol, so true. that’s the problem with mobile platforms (tiny screens). i can’t stress enough how much we need this on the web platform ASAP. people somehow tend to stick their head sin mobile phones despite it being unreasonably tiny hahaha (which is also why it would prompt T212 to 1st focus on mobile platforms sadly)

Hi, I got 1 more pie stuck on canceling and nobody contact me since 3 days

I pulled an excel macro together earlier to clean the contract note emails into a usable form but haven’t managed to automate it all. Was having issues with the macro. The initial dump out of the email is a bit of a mess due to gbp next to values and ticker grouped with ISIN etc can be tidied quickly though just a bit annoying…

I would be interested in this if you can share it once perfected.

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Another small issue, when you change the amount of deposit in the investment goal after the configuration of the pie the value projection don’t update

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@David Would be better to change ā€œApres 10 yrsā€ to ā€œApres 10 ansā€

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Hi, I have had an issue that is not on the known issues thread. I cannot remember if anyone has flagged this up on here.

I basically created a pie when I got access to the pies and invested the minimum amount possible which was 11-12GBP, resulting in very small investments. Now when I have gone back to sell the pie, it will not allow it because some of the investments have less than 0.20 GBP value. It must have originally been 0.20 GBP but since lost value and it is currently worth 0.17/0.19 GBP.
I have also tried selling some of the individual pie slices (using the custom withdrawal) but because these are lower than the minimum pie investments it gives me an error:
ā€œThe value must be at least 11.77 GBPā€, which I guess is the number that ensures that all investments are at least 0.20 GBP.

Has anyone else experienced this problem?
Is there a way aroud it?
If I am missing a step or something please let me know.

It is not a big issue as we are only talking of a few pounds, but the money is currently ā€œstuckā€ in investments within the pie.

I found I couldn’t move small sums of money into my pie as cash to be allocated alongside the next deposit from my manual pick dividends or spare change. IMO manually moving in funds should give the option to just place it in the pie as cash and to not try and allocate it to any shares, leaving that for the autoinvest feature later.

Had to sell my position in Unilever to have a large enough pool of funds to move over £500 straight to the pie. resulting in some interesting weightings until LSE re-opens tomorrow xD

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Hi,

Lovely the feature so far.

If we could have an option of decimal places in the Investments tab that would be great.

My OCD would love to have 1/2 decimal places to keep the screen looking a bit more clean now that I’ve added fractional shares via PIEs, I have a long list of numbers after each investment I own but I don’t really care about the 0.00001 fraction of a share I own.

Just personal preference

Thanks

How exactly are you extracting information from the contract note emails? Are you downloading them into a folder and then parsing them? Are you downloading them based on a filter? Really interested in parsing those emails too.

@George could you please fix my pie its stuck again

Could anyone help explain why in my investment it shows I’m minus 12p with this stock but in pie I’m minus 17p? Is it to do with the self adjustments? :woman_shrugging:t2:

Also why if I’m above the average price line does it still show I’m in the red?

Thanks :slight_smile:

For this question: The spread is quite large on some of the less liquid stocks, such as many of those on AIM, which is the case of GGP. Look at the sell price, I think I can get a glimpse of 12.1X pence (possibly 12.10p?) which is less than your average price of 12.21p.

Regarding the other question, I don’t know.

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Ah yes I see that now :woman_facepalming:t2: My bad that’s the buy price and sell price is marked below. Thank you.

@David I’d be curious to find out why invest and pie show different figures? I can’t work it out (but I’m not very technical minded) thanks

There is a bug in the return calculation of the pies which causes the Stamp duty expense to be counted as invested amount. Hence the discrepancy.