Pie minimum amount improvement when self balancing

🥧 Pies & AutoInvest
1

Let’s say I have a pie with the following target allocations:

  1. Security A: 90%
  2. Security B: 10%

Since the lowest is 10%, the minimum amount that can be invested is €10, so that 10% of €10 is €1 which is the minimum amount that can be invested. All good so far.

Now let’s assume that the actual allocation has drifted because Security B has been performing better than A, and that investing €X and choosing self balancing would invest all €X into security A.

Currently, even though no funds will be invested into Security B, T212 still requires €10 minimum.

In this case, since all funds would go into a single security, the minimum investment should be €1.

If there are more instruments, the calculation for the minimum amount should take into account the percentage of the funds that will be invested into each security.

2

Implementing this would mean altering the entire logic behind the AutoInvest function. Nonetheless, I see where you’re coming from, so I’ll pass your feedback along fo further consideration :v:

1 Like
3

I don’t think that’s true because AutoInvest has no self balancing option.

Thanks for passing it on.