Pie Weighting Options

💡 Feature suggestions & ideas
1

Hello,

I have a growth pie that has been performing pretty well, however there are some investments that have naturally been performing far better than others. When establishing weightings for these investments I assigned numbers based on a mix of confidence in the investment and the volatility of the company/sector.

The issue I’m having is that the current weighting is calculated by the absolute value of the position, however this means that when investing new funds it’s ignoring some of my best investments such as Robinhood and Mitsubishi which have exceeded their weighting due to their gains.

Whilst I understand that weighting by value makes sense from a diversification and risk perspective, I personally think it’s counter-intuitive for new funds to go towards the worst performing investments. I’m requesting that pies have multiple weighting options. You could have weighting by value like normal, weighting by cost basis (what I would personally want to use) and more.

Let me know if I’m missing something. Thank you for reading!

2

When you invest more funds into a pie, in addition to the amount you can select ‘fund distribution’. From that there are 3 options:
Self-balancing
By targets
Custom

I suspect that you need to select ‘by targets’ but you can create custom allocation for each fund investment.

3

I want to create a new pie from imported holdings and use their current weights as the pie’s target weights - is that possible (without trying to manually calculate using each holding’s value)?