First of all, thank you for continuously improving the platform. The Pies feature is already one of the most unique and useful aspects of Trading212.
I would like to suggest an enhancement: the ability to have independent portfolios or to treat pies as completely independent portfolios.
What I mean specifically:
Each portfolio or pie could act as a standalone portfolio, with its own performance statistics tracked independently.
Within a portfolio or pie, users should be able to buy and sell freely, without those trades mixing into the overall account statistics or other pies.
This way, I could for example create a Growth Portfolio and a Dividend Portfolio, and monitor their progress separately, without crossover or interference.
This would give investors much more flexibility in organizing and tracking different strategies under one account, while still enjoying the benefits of fractionals and auto-investing.
Would you consider implementing this option? I believe it would add tremendous value for many of us who use pies not just as collections of stocks, but as real investment strategies.
Thank you for the kind words and for the thoughtful suggestion! It’s great to hear that you’re enjoying the platform. Currently, we’re focused on other accounts/features, but I’ll make sure your feedback is shared with the team.
This appears to be a common request – but have the requesters thought through the consequences? If the pie is in a balanced state, buying more of one of the stocks will unbalance the pie. Subsequent balancing will simply result in those shares being sold and the money being reinvested across the pie according to the percentages.
What I think people are effectively wanting is, for want of a better term, ‘folders’. Indeed, this is exactly how I use my pies. In my pies, I do no rebalancing and I disable all auto investing and auto reinvesting. Moreover, to simplify exporting and importing (which I have to do under current rules in order to increase or decrease a shareholding), all percentages except one are set to 1%. All of this effectively makes the pie into a folder.
Should there be a function to do all this disabling (rebalancing, auto investing and auto reinvesting, percentages) with a single setting, it becomes possible to have new facilities for auto investing and auto reinvesting in individual stocks within the pie. That is, the pie effectively becomes a folder.
There certainly seems to be a lot of demand for a mechanism to group securities in various ways. Would it be an option to introduce tags? Then everybody could create the tags they want and tag all their securities accordingly. With a tag search function they could then be filtered as desired. Maybe it would even be possible to show the performance of the selected tag, although I’m not sure if the app could get all the required data and do the calculations in a reasonable amount of time.
I think something as Groups like at scalable Capital would be better thanbpies to split your Manuel strategies, i Home something van be introduced in the future
