Autoinvest with Self-Balancing Distribution?

Hello there!

I was wondering if it’s possible to set the default fund distribution in auto invest to Self-Balancing instead of By targets.

This would be extremely useful to us who don’t want to re-balance their portfolio due to taxation.

Thanks in advance and sorry if it was asked before (I couldn’t find the answer)


Not yet, but its been requested so we can hope to see it actioned sooner than a couple years from now. Auto balance is how M1 handles their pie system so would be good to get in T212.

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Hey :wave:,

@Dao’s comment is on point. Currently, we are not able to confirm ETA but we’ll keep you updated.


Self-balancing autoinvest would be great :slight_smile:

I always self-balance when investing in my pies. This feature is very important and would be very helpful to a lot of people.