Cash in Pie slice - turn off certain stocks

đź’ˇ Feature suggestions & ideas
1

Would it be possible to “turn off” some slices in the Pie without fiddling with percentages? I mean I’d withdraw funds from certain stocks in the Pie, and put it to the Pie’s cash reserve.

That would make it possible to use Pies like a “strategy lane”, meaning it would have pockets so that whatever the strategy gained with those set of stocks, it would remain separated within the Pie.
For example I put 1000 USD to a Pie, use PEIX and JKS as 50-50% stock; first PEIX goes up, gains 10% but then it turns downwards. I’d now like to turn it off and have 550 USD in the Pie cash + 500USD invested in JKS, separated from my other funds. When I decide I’d turn PEIX on, I’d like to use that 550 USD to be invested again to PEIX.

Would this be possible? Thanks!

2

I believe you would have to export what you want to sell and then unfortunately fiddle with the % and then fund you pie again and readjust your pie.

You can do a custom invest to select how much you wish to attribute to each company which does not impact your set %.

There’s also a rebalance option which would sell your position and reinvest automatically if you adjusted your pie percentages.

Not sure if this answers your question though!

3

@Jobloggs Thanks! I meant it as a feature suggestion, I’d just like it to be as simple as dragging a slider or pushing an on/off button, I wouldn’t like to adjust percentages .

4

I am just puzzled why don’t you just use Limit Buy/Sell, it will automatically do the switch on / off…

Pie is used for automatic investment, now you want to turn it into manual play, while you have feature which would cover your requirement in limit buy/sell.

I would understand if you requested Limit Buy/Sell within pie, then you can do this automatically.

But request as written, manual play for automation feature?

5

Because I have a strategy that is not dependent on a fixed price but it’s dynamic. But I’d like to keep the funds separated to each instrument. Whatever a winner earns, would stay on that “strategy lane” and whatever a loser loses would just lower its own fund allocated, not drain the whole portfolio’s fund.

This could be done with a small change to how pies work, e.g. just treat pie cash as it was a stock.

6

Well I won’t tell you how to use pie.

However, I would be surprised t212 started implementing tradelike features to Pie.

But I agree to have ability to set cash position in pie as same as we allocate to specific stock.

7

Would love to see something like this… Some strategies, like Andreas Clenow’s stocks on the move depend on holding cash during certain times, and having to remove cash form the pie, mixing with remaining cash outside of the pie makes managing it as an experiment or separate strategy altogether highly inconvenient. Would love to see this as a feature

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