I have looked and can’t see if there is an option but…
I like to invest in my stocks the day before the ex date, therefore the spare money earns interest up to the last possible moment.
I also separate my investments into pies, USA, Canadian, UK etc. Most of my stocks are dividend paying.
So, there are different ex dates throughout the month, but as my shares are in a pie, as soon as I click invest, it wants to send the money to all the shares in the pie according to the percentages.
I like my shares in their pie as I want the US dividends to remain in the US pie, the UK divs to remain in the UK pie etc.
But I don’t want to invest in all the stocks in the pie on the same day, because I wait until the day before the ex.
The only solution, as far as I can see, invest in the stock outside the pie then import it into the pie. But this means the dividend is paid outside the pie, which if you try and put in the pie, it wants to then buy more shares of all the stocks in the pie.
Can we please have a “pay the dividend into the pie the stock is in” setting or a setting “invest in this one stock” invest button within the pie.
Wow that’s a lot of typing, well done if you read all that, here’s a prize.
If you invest into a pie, you can choose the custom option for fund allocation and pick yourself which stocks you’d like to invest into.
One tip: If you first set investment amount to 0, and then pick custom allocation, all stocks will be at 0, so you don’t have to use the slider for each stock separately to not invest into it.
If you only want to increase one investment in a pie, don’t use the invest button for the pie. Go to that stock and just increase it. The purchase will be outside the pie, but just import it. And yes, you could do a custom pie invest, and just max that one stock, but i think my way is easier!
Press invest in the pie or whatever it’s called. Type the amount. Click the drop down and change it to custom. Drag the slider up of the stock you want to invest in. Press go.
