This is more a question for the staff because I don’t know what goes in the background of the app.
My plan was to move my long term holdings into a pie and start trading the same stocks but outside the pie. The problem is I noticed when I make a pie with a newly bought share(of a stock I already have outside the pie) I see the average going down. Let’s say I have a share worth 100$ and it’s at -10%. When I make a new pie of the same stock with a newly bought share worth 100$ the average goes down and it becomes -5%(this is without importing from outside the pie. I just make a new pie so nothing gets bought and imported from portfolio). This makes me think the 2 shares are linked to eachother. Is it right? Or this is just a glitch?
Can’t I just move my long term shares to a pie and just trade outside without affecting my older shares? Is the system doing “first in first out” so will it sell my share inside the pie instead of the one outside?
I’d like to have some confermation from the staff. Thanks.
You cannot sell shares from within a pie, only from the main portfolio. Also, as I understand it, if you have holdings both inside and outside a pie, the statistics shown for that instrument will always be for a combination of those holdings.
Right but we don’t know what goes behind the scenes though. Is it selling the first share I bought and then moving the new share inside the pie automatically? This is why I wanted confirmation from the staff.
It doesn’t move shares automatically. They only move in response to your importing or exporting then to/from the pie. You can only sell from the main portfolio so it’s those shares that will be sold
Of course, you do not have to export 100% of a holding, you can select the exact percentage to export. As Sheepfoot mentions, the statistics are from all the holdings of that stock both in the main portfolio and in all the pies where that stock is located.