Just tried importing shares into my pies. Worked perfectly!
1 Like
just gave the new feature a trial and works great 
will enjoy being able to adjust my pie with the holdings outside of it for sake of dividend management.
Brilliant stuff @George! 
For if any iOS users want to get an early whirl of features
Congrats, nice new update! It was very requested indeed. Noticed also the Pie Sharing after I saw the iOS beta testing features access.
The platform is looking better and better! 
Looking forward to future features development 
5 Likes
Hey George,
When creating new pie and adding my existing stocks, I am asked to decide the future percentage of each share, this might cause rebalancing when I just want to add all my stocks to one pie, i dont think it should be the second step when just creating a pie.
when Adding the stocks I get to a pie over 100% and I need to start playing with it regardless of the actual position size related to my portfolio.
I find it really annoying and problematic, what do you think?
Thx
Rebalancing wonāt be triggered unless you explicitly do it.
You can create a pie, import your existing investments, and then adjust the targets so they match the new actual values. This way nothing will be bought or sold and your pie will be balanced
how can I know the actual percentage weight in the pie? why not making it the default weight and you change it only if you have another target for it?
I added my stocks and end up with zerosā¦
also, why not add the option to add to pie from your investments and not only via the search? kinda tiring if you have a long list.
Here you can read more about target / actual weight Why are some of my Pie slices bigger than others? ā Trading 212
I agree, we have plans to implement more options for adding instruments into pies.
But I do have already positionsā¦why I need to start from 0 in the pie?
example, I have 5 AAPL, why its not being added to the pie?
Tap on āMore actionsā, you can import your current holdings overthere. See first post in this topic:
1 Like
This is a great question to ask in a topic named āPies - Import / Export Investmentsā and a testament to reading prowess.
Well when I try to import its not showing, and I still think the default should be the actual weight it has in the pie and not starting to adjust the % bar of each stock you have.
Very simple and easy to use. Thank you for such a fabulous feature. Took me less than 10 seconds to export my holdings.
2 Likes
Scroll all the way to the top in this topic. George explains it in his post how it works with screenshots.
And I say the āMake Spaceā action is not something the user should do and not something I expect from a platform handling my pies.
The default should be the actual weight it gets in the already existing pie and you only change it if you want.
I dont seem to have this, i have just got access to the beta. I want to move my current ETF holdings into the pie. Also are we able to add stops to our pie positions? Just incase.
