Create NEW pie then import my EXISTING investments into it

šŸ„§ Pies & AutoInvest
1

Iā€™m trying to group my 212 investments into categories (Industrial, Commodities, Banks etc).

If I create a new pie, the only way I can find to get the first ā€˜Instrumentā€™ into it, is to buy one. Once you have one item in there, itā€™s easy to add your existing ones, but Is there a way to create a new pie, and then import some of my existing instruments into it - without having to buy a new one.

Assuming there IS a way, the next problem is balancingā€¦
I want the value of the instrument to be whatever percentage it is of the total instruments in the pie at that time. Is it possible to do this without having to work out each one individually?
Thanks in advance.

2

If you want to use the pie as a category, set all the percentages except one to 1, the canal one to the balance to make up the hundred.

Turn reinvestment of dividends and auto invest off and NEVER rebalance.

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3

Create the pie, add the stock without buying it.

Then export from the old pie and import to the new pie

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4

Hereā€™s what you do. Create the pie when one of the markets is closed and buy a small share in a stock from that market. That creates a pending order that you can then cancel leaving you with an empty pie.

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5

Thanks for the good advice.
I think I will continue to avoid Pies though. I donā€™t see the point of them.
Rebalancing seems counter-intuitive to me. Why would you SELL a part of a stock which is paying well, just to put the money into ones which are doing badly?
Please correct me if Iā€™m wrong or missing the point somehowā€¦

6

Itā€™s just a different philosophy, one which takes a longer term view. Iā€™m with you, though, Iā€™m too old too take a long term view.

7

You donā€™t need to use Rebalance. Thatā€™s a manual action you have to choose.
Personally Iā€™d rather disable that option altogether. But the fact it exists isnā€™t a particularly strong reason to avoid using Pies.

8

Further to what it said above about creating an empty pie, I see that you are not longer forced to buy shares when creating a pie.

9

Same here (77 next month) and not expecting to benefit from a long term view

10

When I tried yesterday, it wouldnā€™t save unless I bought something to put in it.

11

Quite agree, but with or without balancing, I donā€™t see any point in pies, unless itā€™s to save space in the UI.

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12

Wrong again! The story of my life.

13

SOLUTION to this question, for anyone who is interested.
Much simpler than has been suggested so far in this forum.

To create a new Pie and populate it with your existing investments.

  1. Create a new pie.
  2. ā€œPurchaseā€ one of the investments you will later add to the pie - but skip the payments bit.
  3. Give the Pie a name.
  4. Select MANUAL investment option.
  5. Import your existing investments, including the one you ā€œpurchasedā€œ earlier (it will not be duplicated).
  6. Adjust the Target percentages (you can put in at least two decimal points if you want to).

If you calculate what percentage the value of each instrument is, of the total investments in that pie, you can enter them as the target for each investment, and no purchasing or selling will take place.

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