AutoInvest - Join the BETA

[olicassels]

Hey there,

Just got started on Auto-Invest Beta, was wondering if theres a way to not have the holdings in the pies show up in the investment/portfolio tab??

Cheers

[Scrooge_McCodf]

There isn’t. I asked this earlier.

[olicassels]

Maybe they change it

still in beta…

[PavelF]

Hi,
If I remove stock from a PIE how do I sell them?

[Richard.W]

I have done it by moving stock X back into the pie and doing a custom withdrawal for the value of the holding, moving the slider to 100% on X.

[PavelF]

Yeah, that’s what I can see as well, however, it is almost impossible to set sliders to 100% while the market is trading. Would be nice to have an option just to close a position once stock is removed from a pie.

[Jimmy1]

Thanks George. All sorted. Created couple pies (but haven’t invested yet!!)

[harrisonjc]

I would really like to see the option of picking a time to buy on the day of the week I pick.

For instance, I’d like to buy on a Friday just before market close when most day traders dump stock and I can get a cheaper price at the final hours of the market close.

[Scrooge_McCodf]

@harrisonjc

I’d like to buy on a Friday just before market close when most day traders dump stock and I can get a cheaper price at the final hours of the market close.

This is actually statistically incorrect. Have a read of the Monday Effect.

[harrisonjc]

I’d like the option either way, each to their own.

[Richard.W]

I don’t understand. It is easy enough to make your pie investments manually, at whatever time you like, no? Or is the problem that you might be in a meeting at work and unable to press a few buttons at 4.15pm, or eating dinner at 8.45pm?

[harrisonjc]

I did consider this but it would be nice to have the option when you pick a day to pick

“Market open” or “market close” perhaps

[xiano8494]

Apologies if this has already been suggested, I’ve only read about 150 of the nearly 600 posts in this thread, but it’d be really useful to, when creating a pie, to be able to reset relatively to 100%.
What I’m suggesting is that if I’ve got my shares set up in the relative quantities I want, but I’m over/under 100%, a button to click to keep the same ratios but set them so they total 100%. Of course, this is easy to do manually if you have only a few shares making up the pie, but not so easy if you have lots. The app is already calculating these percentages as it’s drawing the nice pie at the top!

[podgod]

Will it be possible to set buy/sell targets for certain stocks, e.g buy 3% drop or sell when stock is at Y price?
Otherwise, during for example rebalancing, what controls when stocks are sold and bought and what ensures you get the best deal? Is it just done as soon as possible?

[L.D]

This is definitely something we are working on and looking forward to. It’s one of our upcoming features.

AutoInvest (Sector)

Hey, Not sure if this is already being worked on, but it would be great if we could have a sector breakdown that can be incorporated into the pie feature. An added bonus would be if we could nest them. So for example, I want 50% tech and 50% healthcare but within each category, I can have a mixture of stocks that add up to 100% each. But somehow in the background, there is an algorithm that times my stock % by 0.5. Hopefully, this made sense? The other really useful feature would be if we cou…

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/…

[alejandro99]

Hi I still have not been included in the beta, I can send you my email if you need I’m really looking forward to using the feature.

Thanks!

[L.D]

You are now ready to go @alejandro99

Enjoy!

[vvsvin]

I have also entered my email in the beta list. When would my beta be activated?

[vvsvin]

I got the Beta activated on my account. Thanks!!!

[joao_afonso]

Where do I see my status for Beta activation on my account? I think I’ve looked into this so long ago I am not even sure I have already been accepted to Beta testing. I just assume I haven’t since I can’t seem to have the ‘Create Pie’ option on my portfolio app tab.

Kindly appreciate any feedback.
Thanks