Feature Request: AutoInvest option to invest all available free funds (“Sweep to Zero”)

Feature Request: AutoInvest option to invest all available free funds (“Sweep to Zero”)

Currently, AutoInvest requires a fixed amount to be set. If the account balance is lower than that amount on the scheduled date, the investment is skipped entirely — there is no fallback to “invest whatever is available.”

I’d like to request a new AutoInvest mode: “All available free funds” (or a “Sweep to Zero” toggle).

How it would work:

  • Instead of a fixed amount, the user selects “All available free funds” as the investment amount
  • On the scheduled date, AutoInvest invests the entire current free cash balance into the selected Pie
  • If the balance is €0, the cycle is simply skipped (no error, no notification needed)
  • Optionally: allow a configurable minimum threshold (e.g. “only sweep if at least €10 is available”)

Why this is useful:

  • Users who receive variable income or irregular transfers want to invest everything without manual intervention
  • It removes the need to guess a “safe” fixed amount each month
  • It aligns with a common personal finance goal: keep €0 idle cash, invest everything automatically
  • Currently the only workaround is a manual monthly investment, which defeats the purpose of AutoInvest

This would make the AutoInvest feature significantly more powerful for long-term, passive investors. Would love to see this added — happy to hear if others have the same need! :+1:

3 Likes

Thanks for the detailed suggestion! I’ll pass this along to the team for consideration.

3 Likes