# New pie rebalancing question please **URL:** \ **Category:** šŸ„§ Pies & AutoInvest\ **Created:** [March 23, 2023, 8:23am UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109 "2023-03-23T08:23:21Z")\ **Posts on this page:** 12\ **Page:** 1
**Author:** ![Hampshire101](https://avatars.discourse-cdn.com/v4/letter/h/97f17d/32.png) [@Hampshire101](https://community.trading212.com/u/Hampshire101)\ **Post date:** [March 23, 2023, 8:23am UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/1 "2023-03-23T08:23:21Z")
Hi, I would like to create a new pie with 5 shares I currently own, and set up future monthly investments of 30% to the first 3 shares and 5% into the remaining 2. As it stands currently however the percentages of the shares are far from that . My question please is can the pie be created so only future investments in it use the investment percentage ratios i require? A nightmare for me would be if the pie had to rebalance because as it stands all 5 shares are well down on the prices at which I bought them, so rebalancing would create a big loss if any needed to be sold to do the rebalancing Many thanks HL ---
**Author:** ![Bogi.H](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/bogi.h/32/23576_2.png) [@Bogi.H](https://community.trading212.com/u/Bogi.H)\ **Post date:** [March 23, 2023, 12:05pm UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/2 "2023-03-23T12:05:35Z")
Let me see if I get this right šŸ¤” Youā€™re suggesting a feature that allows you to rebalance only slices of your choice? e.g. you have XYZ slices but prefer to use the rebalance function only for the X and Y slices and leave slice Z without Buying/Selling any shares of it ---
**Author:** ![pintas](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/pintas/32/5395_2.png) [@pintas](https://community.trading212.com/u/pintas)\ **Post date:** [March 23, 2023, 10:59pm UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/3 "2023-03-23T22:59:15Z")
Hi @Hampshire101 , As far as I know, You can create your pie with the 5 shares you own, then you can set up the auto invest with % you want. In your case, if you invest 100Ā£, will go 30 for the first 3 shares and 5 for the last 2. ---
**Author:** ![Hampshire101](https://avatars.discourse-cdn.com/v4/letter/h/97f17d/32.png) [@Hampshire101](https://community.trading212.com/u/Hampshire101)\ **Post date:** [March 24, 2023, 8:34am UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/4 "2023-03-24T08:34:26Z")
Hi @Bogi.H No not as such. I currently own shares A, B, C, D and E all with differing amounts invested. I would like them put in a pie so any ā€˜futureā€™ investments will be shared out to them in my preferred % ratios. If i was to change them all now to those % ratios I would lose a lot of money during rebalancing as they are all currently well down on the price i paid for them. If this cant be done then I will continue to invest manually, its just that the pie option would save a lot of time and hassle each month for me ---
**Author:** ![Zergui](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/zergui/32/14620_2.png) [@Zergui](https://community.trading212.com/u/Zergui)\ **Post date:** [March 24, 2023, 8:55am UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/5 "2023-03-24T08:55:21Z")
Setting up the target % will not change the current allocation, but will define how future payments made to the pie are allocated (via deposit or dividends). Only manually pressing the ā€œRebalanceā€ button, and confirming the list of transactions offered will initiate buys and sell to get back to target. If you donā€™t Rebalance, you get the effect you are looking for (% target) without triggering any transaction. ---
**Author:** ![Hampshire101](https://avatars.discourse-cdn.com/v4/letter/h/97f17d/32.png) [@Hampshire101](https://community.trading212.com/u/Hampshire101)\ **Post date:** [March 24, 2023, 9:00am UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/6 "2023-03-24T09:00:08Z")
Thankyou @Zergui appreciate the reply from you šŸ™‚ ---
**Author:** ![Bogi.H](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/bogi.h/32/23576_2.png) [@Bogi.H](https://community.trading212.com/u/Bogi.H)\ **Post date:** [March 24, 2023, 9:21am UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/7 "2023-03-24T09:21:23Z")
On point šŸ‘‡ > [@Zergui](#): > > Setting up the target % will not change the current allocation but will define how future payments made to the pie are allocated (via deposit or dividends). Otherwise, @Hampshire101, Iā€™ll pass on the feedback for having a Custom AutoInvest/Self-balancing option and let you know if such a feature is in the works. ---
**Author:** ![ollie](https://avatars.discourse-cdn.com/v4/letter/o/a87d85/32.png) [@ollie](https://community.trading212.com/u/ollie)\ **Post date:** [April 16, 2023, 8:16pm UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/8 "2023-04-16T20:16:20Z")
as far as i know you cant put existing stocks into a pie ā€¦ so you can set your strategy into a new pie and keep your existing stock as is in your portfolio ---
**Author:** ![Scrooge\_McCodf](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/scrooge_mccodf/32/18951_2.png) [@Scrooge\_McCodf](https://community.trading212.com/u/Scrooge_McCodf)\ **Post date:** [April 16, 2023, 9:52pm UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/9 "2023-04-16T21:52:24Z")
You can Ollie. Have a search of the help section [Trading 212](https://helpcentre.trading212.com/hc/en-us). ---
**Author:** ![Miha12](https://avatars.discourse-cdn.com/v4/letter/m/76d3ee/32.png) [@Miha12](https://community.trading212.com/u/Miha12)\ **Post date:** [March 13, 2024, 9:21am UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/10 "2024-03-13T09:21:10Z")
Hello, can you automatically rebalance a pie just by buying shares that underweight, and not by selling shares that are overweight? I donā€™t want to sell because selling is a taxable event. ---
**Author:** ![Bogi.H](https://dub1.discourse-cdn.com/flex013/user_avatar/community.trading212.com/bogi.h/32/23576_2.png) [@Bogi.H](https://community.trading212.com/u/Bogi.H)\ **Post date:** [March 14, 2024, 7:39am UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/11 "2024-03-14T07:39:17Z")
Currently, there isnā€™t an option to rebalance by only automatically purchasing underweight shares. The rebalancing algorithm is designed to sell overweight investments and buy more underweight investments to equalize each sliceā€™s actual and target values. ---
**Author:** ![maxkshaw](https://avatars.discourse-cdn.com/v4/letter/m/77aa72/32.png) [@maxkshaw](https://community.trading212.com/u/maxkshaw)\ **Post date:** [March 25, 2024, 1:10pm UTC](https://community.trading212.com/t/new-pie-rebalancing-question-please/61109/12 "2024-03-25T13:10:35Z")
The solution would be to invest more funds but use the ā€œSelf-Balancingā€ option: ![image](https://europe1.discourse-cdn.com/flex013/uploads/trading212/original/3X/4/5/453c6adaccc0500339ce5d262a6f87ff6d559763.png) This will automatically distribute the funds into the pieā€™s underweight assets only (buying more and not selling anything).