Autoinvest with Self-Balancing Distribution?

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#1

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)

4 Likes
#2

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.

1 Like
#3

Hey :wave:,

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

2 Likes
Haven't been able to use autoinvest since release
#4

Self-balancing autoinvest would be great :slight_smile:

#5

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