New pie feature requests

  1. anything not already in a pie has it’s own “Default” pie. The reasoning being if I go to ETF VWRL and hit “Sell” how do I know if it comes from pre-pies or 1 pie or a different one. A default pie with the option to withdraw from helps this. Obviously non-fractionals could be excluded from this “Default” pie and maybe those stocks added to it as they become fractional
  2. The option to change the ratios/context of a portfolio without a redistribution/sell off happening
  3. The option to move from 1 pie to another e.g. from the “Default” pie to another pie; without sell/buy/redistributing
2 Likes

I am bit confused.

  1. You cannot sell stock which is in pie from within company screen, you have to sell via pie, or export and sell.

  2. Not sure what you mean, but rebalance option is not automatic, as in if you remove certain position, or increase/decrease weightings, there will be no automatic sell/buy unless you rebalance. On next autoinvest, it will distribute new funds according to latest weightings, it won’t sell anything.

  3. You have Import/export from withing Pie Holding Tab/Scroll to bottom… so you can freely move fractions between pie’s.

1 Like

ah I see. That is good then.

Not sure what you mean, but rebalance option is not automatic, as in if you remove certain position, or increase/decrease weightings, there will be no automatic sell/buy unless you rebalance. On next autoinvest, it will distribute new funds according to latest weightings, it won’t sell anything.

Will need to try again when the markets are closed. When I tried changing before it said it would do transactions when the market was open so I changed the weightings back

You have Import/export from withing Pie Holding Tab/Scroll to bottom… so you can freely move fractions between pie’s.

But still not from outside a pie to inside a pie?

Import is for stocks outside pie. Export for the stocks from pie to outside of pie. So if you have 2 pies and want to move from 1 to 2. You need to export from 1. Then go to pie 2 and import.

2 Likes

Yeah I just noticed the option for the first time :smiley: perfect

  1. I don’t like this limitation. I like to scan through all my investments and if I come across one I’d like to sell, I then have to find out which pie I put it in to sell it. It would be nice if it kept the sell option and/or brought up the associated pie for me to adjust my ratios after.

Another feature that would help with this, is if the stock information screen/pop-up worked in the pie screen. If I’m in a pie and want to look at a stock (figures, stock chart etc.), I have to back out of the pie, find the same stock on the home screen, review the data, then go back into the pie to action a sell. It’s a lot of moving around for these actions and has made the feature quite convoluted.