AutoInvest - Feedback

@George

I wonder will the portfolio ā€œpieā€ still show 10 holdings and remaining as others? Even after updateā€¦

This should be fixed with the next update. And will not be limited to 10

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Hi @George could you have a look at my pie, its stuck again

You really need to get better oven or better recipe for that pie of yours :wink:

It gets stuck every time I try to rebalance, what can I do?

Well if rebalance does sell few stocks, which also happen to be in UK/EU, naturally market is closed so that may be the reason. Unless it is technical bugā€¦

I know, but all the stocks are US based

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You can simply highlight the text in the email and copy and paste it out into excel.

Just found a weird bug - I have some shares in Starbucks and if I look at the value in the pie it shows a small profit. If I go to the Starbucks page, it shows a small loss.

I know that itā€™s to do with the pie return showing the since I bought the shares in the pie, and the normal page shows profit/loss across all orders but still a little weird that they are different? Screenshots attached that might make a bit more sense:

Ah okay so there is stamp duty on Greatlands Gold? Is the bug the reason I canā€™t see it under the history tab like I can with say ā€œWHMā€ marked stamp duty reserve tax.
Itā€™s all been merged into one mass figure?
That makes sense if so and in this instance stamp duty has been 5p.
Sure it will be smoothed out when the bugs are eliminated. Just as long as I knew what was the reason. Thanks :blush:

I assume the ones in the pie are in profit but the ones outside of it arenā€™t probably due to the exchange rate, so overall youā€™re not in profit.

I think AIM stocks do not have stamp dutyā€¦

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No stamp duty on GGP, they trade on the AIM.

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Ah so the mystery of the discrepancy continues.

Investment says -0.12p
Pie says -0.17p

But no stamp duty to interfere so thatā€™s odd.
Must be bug related.

:woman_shrugging:t2:

Removing stocks from the Pie may have an option to just sell the removed one without rebalancing the pieā€¦ even understanding the logic behind it, was not very intuitive to go though this flow and it can be very confusing for non nerds like us here :wink:

All the shares I have are all in the pie though, I donā€™t own any ā€œnon-pieā€ Starbucks shares. The value shown is still the same, but it shows loss outside the pie down to the way it calculates average share price when each transaction was executed.

Will we be able to distribute 1Ā£ through 10 shares pie?Currently itā€™s not possible due to certain stockā€™s minimum fractional investment value. In other words: will fractional shares become even more fractional?

P.S I am doing daily cost averaging. Investing in 15+ different pies (sectors)

Only ā€œrealā€ issue is limiting ammount of fractional stocks and ETF, otherwise I am really impressed by this AutoInvest. Will make our life simpler , without need to micromanage much, unless some specific situationsā€¦

All in all great effort, please add more fractionals so we can have full porfolio :beers:

Ps one extra detail, can you add to pie, number of holdings details on the pie screen?

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The minimum investment in the pie system is 0.20. You can Invest Ā£2 in a 10 stock pie.

Yes! :slightly_smiling_face:

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