Hello, noob first time poster. Using Invest 212.
So I’ve been using the platform for a few days. I’m unsure about why the cash amount has appeared against my pie as I want it invested.
So on pie overview, example:
Value £4000
Invested £3300
Cash £500
Return £200
How should I handle the cash? Is this about rebalancing or something. Sorry I’m sure this is a stupid beginner query.
Its not a stupid query at all. Is the example actual or is this actually an example?
Thanks for the reassurance, approximate equivalent ratio example. I can post a screenshot, but felt a bit weird doing that on a public platform.
Not at all mate, post screenshot lets help explain it to you in real life mode lol
That is up to you basically.
You have invested 3300. You have made 200 profit. And you have 500 left which you haven’t invested yet. Note, these three figures added together make 4000.
It won’t let me invest that cash, not sure why £600 of it was even there? I thought it was invested in the pie.
Q: do you think I’m struggling due to limitations on my account, as I’m yet to send proof of bill within last 3 months to proof. Awaiting a bill I can send, as I’m paperless billing.
So did you balance the pie, sell or buy new shares in pie, load it with funds or have you done multiple investments into it? Struggling to see why there is £963.27 cash and you can’t invest it
I added £300 new funds.
But noticed £600 in cash this evening, perhaps I adjusted something.
Either way it won’t allow me to assign that £900 odd now:
is this all the holdings there is in the pie? 3 shares totalling 17% just might explain something.
If you hit holdings you might see if there is still some buying/selling happening with this cash and if so, it should put the mystery to bed 100%
No, nothing silly like that, 12 slices = 100%
I’ll let it go overnight and then see if it sorts itself out once the market opens.
I’ve 6 separate pies at minute between accounts that have spare cash but, they have not filled the orders at present within them so, although cash is spent its still showing as cash in pie if that makes sense?
Kind of, guess I just need to see things working day to day for a while to get my head around the UI.
Great experience on the whole, hope this works out for me. Very keen to learn.
Thanks for your support 
Its the best thing about this platform mate. There’s always help available and the community spirit is class!!!
Learn something new everyday here in forum and, some within the forum give you a drive to want to learn more just to know what they are actually talking about at times 
Thanks, I’m suffering with imposter syndrome right now 
all very new, but we have to start somewhere right. I was using ii (interactive investor) horrible app experience.
When this happens to me I just withdraw the cash amount from the pie, then go back and invest it again.
Alternatively, the screenshot above looks like it has auto populated £50 cash deposit, which you don’t have in free funds from outside of the pie. Can you try manually removing the £50 value and then it might let you invest in the pie using just the pie’s cash?
better the imposter syndrome than the sitting back saying nothing syndrome
I think I sussed it, was simply a case that the funds were blocked awaiting purchase when markets open. I guess I must have adjusted something and that £600 value was awaiting adjustment. I’ve learned a lot this evening digging around. Looking on the app comments - there any many new folks to this, made me feel slightly more enlightened. Thanks again.
I hope you weren’t up all night sussing that!
Good catch. If you have pending funds you can spot them by clicking where the red arrow is pointing.
Now that you mention it, it would be nice to have it all on the one screen: value, invested, cash, return, pending/blocked
Yeah, when it comes to buying a lot of securities from various exchanges, I usually make sure all exchanges are open when I execute it.
