Importing investments in a brand new pie

šŸ¤ Help
1

Hi all,

Iā€™d like to create a new pie and import my current investments.

I searched the community and also read More Actions: Import shares into Pies. I understand that it can be done, but it seems that on my phone the interface is different.

By the way, I have a Google Pixel 4a and the latest app update.

Here are the steps I took:

  • created a new pie;
  • pressed ā€˜Add Instrumentsā€™.

I expected an option to import existing investments, but I donā€™t see it.

What am I doing wrong?

Many thanks in advance for your help!

2

You are still at the creating a pie stage. You can import investments once the pie is created.

1 Like
3

Thank you for your reply @Dougal1984!

I created a cake, added an ETF and saved the new cake. But when I edit it, I cannot see anywhere how to import the investments.

4

Inside the pie > three dots, top-right > Import investmentsā€¦

2 Likes
5

Thank you so much @Philby. I had completely missed the kebab menu. It worked! I was looking for a big button on the page! I feel a bit dumb nowā€¦ :grin: