Pie Alternatives

I appreciate the intent behind the Pie feature—it’s useful for long-term investing and maintaining allocation strategies. However, its current implementation is overly rigid and at times, counterproductive.

Here are a few key limitations that reduce its usability:

  1. Lack of Order Flexibility: It’s frustrating that I can’t set automated limit or stop sell orders for stocks within a Pie. To do so, I have to export the stock out of the Pie, which takes time and means its not as liquid if I need to sell something quickly.
  2. No Dynamic Interaction with Orders: If I place a sell order for part of a holding outside a pie (e.g., 10 shares), I can’t move the remaining shares (also 10) into a Pie because there is a sell order on the other 10. This makes no sense, and the kind of friction complicates basic portfolio management.
  3. Constant “Unbalanced” Warnings: The Pie constantly warns about imbalance even when I deliberately want to hold different weights or let certain assets drift. This rigid enforcement becomes noise rather than helpful guidance.

Suggestion:
Either significantly improve the Pie’s flexibility (e.g., allowing limit orders, tolerating weight drift, enabling partial movement of stocks) or introduce a separate feature—like a lightweight “Group” container—so users can organize stocks without being locked into auto-balancing or trade restrictions.

Right now, the Pie feature feels more like a constraint than a tool. I hope Trading 212 considers these improvements to support both active and passive investors more effectively.

2 Likes

Exporting and selling and then importing the funds also messes the pie’s statistics.

However for me another thing that must be fixed is that pies report the profit or loss of their holdings based on the entire position of those holdings. This means that if you have two pies with the same instrument, the performance of both pies is mixed up. I think that this was done for tax reasons but there should be an option to disable it. In my country there are no taxes when selling, so this “feature” is undesirable for me.

2 Likes

Thank you for sharing your detailed and constructive feedback about our Pie feature. We are committed to making it more intuitive and versatile, and will consider your suggestions when working on improvements in the future.

1 Like

Thank you I appreciate it!