I know this has an obvious workaround, but is there a way to put owned stocks into pies (just so I can group my holdings for specific industries without selling. I know I can sell and reinvest again but then I’ll lose the percentage gained figure which is nice to have especially for long term holds so see how well I’m doing on each rather than start at 0%.
Happy New Year
You can use the ‘Import investments’ function to add shares you already own to a Pie.
1 Like