I love pies but have some feature requests

Hi Guys,

Iā€™ve been experimenting with pies and absolutely love this feature as it mixes all sorts of great investing strategies together including fractional investing, diversification, auto investing / pound cost averaging and the ability to create ā€œportfoliosā€ or ā€œthemesā€.

The only real downsides for me personally are that:

a) It would be nice to keep individual investments separate to piece rather than them all becoming mixed under the ā€œinvestmentsā€ tab
b) A useful feature would be to add existing investments into a pie. The only way I could do this was to add to my watchlist and then add to a pie from there
c) It would be great to be able to get backtest data or performance history data based on a specified date range, as well as seeing the performance of individual components within the pie

At the moment, Iā€™ve created four pies (basically what I would consider to be themes) based on my personal interests and experiences in investing in individual stocks and it will be interesting to see how they each perform:

Electric Vehicles (EV) & Auto Tech - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqiLwCBMY72 - I searched long and hard for a suitable ETF and while a few keep getting mentioned like CRIV and iDRV I couldnā€™t access these on the platforms I use. So I came up with this selection, which ranges from popular EV manufacturers like Tesla and Nio to battery and component stocks. Theyā€™ve performed very well individually and the great thing about this pie is that I can re-adjust the weightings when needed. Currently Tesla and Plug Power are very prominent due to current growth but it wonā€™t last forever.

Low P/E or Potential Value Opportunities - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqrLLyOufQJ - This is a collection of stocks (mainly British companies) that saw a massive drop due to Covid, Brexit or other factors. They all still have low share prices compared to their historic average and I expect to see substantial growth as the world returns to normal.

5G and Semiconductors - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqrMHRqMirC. I follow Fool.com who were heavily promoting 5G stocks but I didnā€™t want to pay for a subscription. I did my own research and this is a collection of stocks I have been investing in for around 1 year and theyā€™ve all seen excellent growth.

Medical Cannabis - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqrLLudtBWN - I believe this is an up-and-coming industry with massive potential health benefits and likely to explode as governments around the world follow Canada.

My nextt steps are to create pies for Solar/Green and Hydrogen. Iā€™m also planning to create pies for my children as itā€™s an excellent way to establish an investment ā€œportfolioā€ designed specifically for them and their personal interests.

It would be great to get feedback on the pies Iā€™ve devised above and my feature requests.

Cheers,
Dave

a) is implemented on desktop and will come to phone.

Thatā€™s great - thanks for the update.

B is already implemented on both the mobile app and desktop.

Remember that the investments have to be fractional to be added or imported to a pie.

Can you explain how please as I search for this and couldnā€™t find anything? I even emailed the 212 support team. If you could send a screenshot, that would be amazing. The only way I could see was to add my individual investments to a watchlist, then add to a pie from there.

Make sure you are in the pies tab. Then go to holdings and more options. You will then have the option to import investments.

1 Like

as for C) thatā€™s probably best done manually off-platform. the data T212 receives has its flaws and often doesnā€™t contain the information you will be interested in. there are sites completely devoted to this service which may cost a little bit but would be worth it for a month or so to do the necessary checks. especially as a lot of these services offer free trials so you can see what you would get for signing up.

Thanks for the feedback, Iā€™ll give this a go.

Thanks, I do this for individual stocks using third-party services but itā€™s very difficult to dive deeper into the performance of somebody elseā€™s pie (as a whole), e.g. Iā€™ve just looked at one that says it has a 12.93% AAR but it would be great to refine this by selecting date ranges etc.

212 shows the percentage assigned to each stock/slice but it would be interesting to quickly view the performance for each one on the same screen.

It would be great to get any opinions or feedback on the latest pies:

Green, Solar & Wind - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMjGigGpawE7

Hydrogen & Fuel Cell Energy - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMjF0XzAPi7M

Uranium Mining & Energy - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMp6KucXuJIm

Crypto, e-Payment Platforms & Blockchain - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMp2UTdfyyrA

UK Residential Property - https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMetZZFD90a2

for the UK residential are you only considering LSE listed, or those with a presence in the UK market?

Iā€™ve mainly been looking at LSE but would consider any really if they fit the criteria

Realty income is the typical US REIT but they also have a presence in the UK market and has been a solid dividend stock for many years, now trading back at good price levels as it hasnā€™t recovered to the pre-covid prices yet.

Cannot open any link on desktop/web.

took me a few attempts as well to make sure my browser wasnā€™t interfering but the links do work

Rather than links Iā€™ve included them as plain text. The easiest option is probably just to copy the link text for each one below into your browser address bar and then click enter.

Electric Vehicles (EV) & Auto Tech -
https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqiLwCBMY72

Low P/E or Potential Value Opportunities -
https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqrLLyOufQJ

5G and Semiconductors -
https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqrMHRqMirC

Medical Cannabis -
https://www.trading212.com/pies/l7j0m6xQkOiMB02AuqqrLLudtBWN

Clean, Green, Solar & Wind -
https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMjGigGpawE7

Hydrogen & Fuel Cell Energy -
https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMjF0XzAPi7M

Uranium Mining & Energy -
https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMp6KucXuJIm

Crypto, e-Payment Platforms & Blockchain -
https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMp2UTdfyyrA

UK Residential Property -
https://www.trading212.com/pies/l7j0m6xQkOiMB02AuMetZZFD90a2