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:

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

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Hey, any update on self-balancing feature via DRIP or Auto invest in pies?

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We’re focused on other improvements, @GioMic. However, I’ll let you know if there’s any news.

Hi, thanks for the update. I’m also looking for this feature. From the conversation, I understand that this feature is not on the priority list, but is there any way to move this feature to the top of the backlog?

For example, I have 2 stocks with a weight of 50% each, after investing for a few months, the ratio become StockA: StockB = 75:25, although it is a diversion from my targeted percentage, maybe I still want to invest in the beginning ratio, i.e. 50:50, without any rebalance by selling StockA which will trigger a tax event.

Thanks for your patience.

You can do this without autoinvest at the moment. There’s no need to wait for the feature if it is a priority to you. Just manually invest whilst they make the feature happen.