Pies & AutoInvest - New Updates

šŸ„§ Pies & AutoInvest
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Weā€™ve made some improvements so that you can make even tastier pies :pie:

Here is the list of changes we made:

  • The weight of the smallest pie slice has been adjusted from 0.5% to 0.1%, giving you more options to diversify your portfolio.
  • Limits on the number of shares you can import or export from your pie have been removed.
  • Pie holdings can now be exported in a CSV format. Just press and hold the ā€œHoldingsā€ circle.

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  • Auto-adjusting the weight of all slices to 100% is now possible. To do so, press on the ā€œpie chartā€ next to the ā€œMinimum Investmentā€ section.

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  • Accessing the instrument details page can now be done directly from the ā€œHoldingsā€ tab.
  • Changes in value allocations in the ā€˜Customā€™ and ā€˜Self-balancingā€™ methods will be saved if you decide to switch between distribution methods.

Weā€™ve also prepared some new articles where you can read more about accessing investments straight from your pie and modifying target values.

16 Likes
2

Amazing work, I see a lot of strongly requested features being added.

8 Likes
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I wish me in addition to do it overall my investments, no matter whether they are in a pie or not.

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In the exported CSV-file:

The dividend columns are only filled with values in the total row. Is it a bug?

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In the exported CSV-file:

Can you please also export the full name of the instrument in an additional column?

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Thank you for the suggestion, @Shorty68DE - it has been passed forward!

Iā€™ll DM you so we can check this further. :pray:

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is this only for the mobile apps for now? not the web version?

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Yes, @H2T2. The new updates are regarding the mobile application. :pray:

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thanks for the clarification. any plans for the web version?

1 Like
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@H2T2 We canā€™t commit to an exact ETA at this time. Nevertheless, Iā€™ll let you know if there are any updates :v:

1 Like
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Can we this also get?

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Hey, @Shorty68DE - did you perhaps have something like this in mind? :thinking:

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Hello @B.E,

I mean a list of the all holdings in the account, not the transaction datas.

In principle, the function that exports the holdings of a pie. But I would like to get the holding list over all pies and all manual investments (shares out of a pie).

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@Shorty68DE, Iā€™ll send you a DM so we can discuss this further :ok_hand:

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Hello @Bogi.H,

thank you for adding the name column in the file! :+1::pray:

This file includes only the holdings from the pie on which I long tapped. This is ok.:ok_hand:

But in addition this same list I want also for all my holdings in my account, regardless of that the instrument is in a pie or not in a pie.

Also as I can export the history of all my transactions I want this list for all my holdings in my account.

I hope I was able to explain a little better what additional function I me wish.

Otherwise ask me!

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Hello,

Is there any news for the list of instruments in the account?

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@Shorty68DE, Iā€™ve passed on your suggestion already. Weā€™ll review it, and once there is any news, Iā€™ll let you know.

1 Like