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

🥧 Pies & AutoInvest
1

Pending Fixes
:clock3: - AutoInvest fails to invest on national/bank holidays.

Fixed
:white_check_mark: - Stamp duty is being counted as invested value which distorts the return calculation of the pie.
:white_check_mark: - 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)
:white_check_mark: - On some Android devices cancelling an investment/rebalancing/withdrawing takes a very long time.
:white_check_mark: - On Android devices, when withdrawing using a Custom fund distribution you are allowed to select a greater sell value to a specific slice than its actual value.

Upcoming features
:clock3: - Pie performance graph
:clock3: - Pie history
:clock3: - Pie sharing links to work as referral links
:white_check_mark: - AutoInvest using accounts free funds
:clock3: - Access to instrument details page from pie’s holdings tab
:clock3: - Nested pies

Released features
:white_check_mark: - Import shares into a pie
:white_check_mark: - Export shares from a pie
:white_check_mark: - Pie sharing

28 Likes
6

@George Ought your list be edited to reflect pending fixes that are now done? There may be additional things that can be added.

1 Like
7

Done. Thank you for the reminder! :slight_smile:

8

When viewing the main page of a pie it would be good to see a graph of its historical performance. Replicating what is displayed for the overall portfolio would be good.

3 Likes
9

this is the third topic i found about this and still nothing from the admin to say they will implement. such a good idea. to the OP use the search function in future, you’ll normally find that as in life someone else has had your seemingly original idea before!

10

Hey folks… it might very useful to have a Pie History where you can see when and how much was invested in a specific Pie.

Additional points that could be nice to have:

  • Distinguish history items by “manual, auto, re-investment”.
  • Having this somewhere in the Pie view for easy and quick access.
  • Be able to select a history item and “reinvest” the same amount.

That’s all :innocent: :pie:

Cheers.

4 Likes
11

Chart per pie would be nice too. With availability of overlapping S&P 500 to see how your pie performs compared to it.

5 Likes
12

Like the overlap/benchmarking idea.

Also would be good at a pie/total investments level to graph your deposits/withdrawals against total value as well

13

A detailed chart per pie will be great

2 Likes
14

+1 for pie level history of transactions

edit: just realised it is more important than I realised… can’t remember if I added for my nephew’s last birthday or not :sweat_smile:

15

Came to the forum to post this exact thing today and saw it here first.

There needs to be a way to view investment history for each pie.

1 Like
16

Specially now with the Pie library, it’s a very nice thing to have.

17

disappointing that teh community is being ignored with this suggestion. great idea. performance grpah per pie would be so helpful. manually doing it inputting data is annoying to say the least

18

I would like to be able to view a graph of my returns only particularly for individual pies and overall as the normal portfolio graph is terrible jumping up and down whenever I buy or sell shares. Would this be possible to add? Thanks.

4 Likes
19

this is a great idea. im glad i wasnt the only one and searched before i jsut posted the idea.

disappointing to see who’ve received no response.