I noticed that as soon as I move one of my shares into a Pie, I can’t apply any sell order restrictions to my shares. So if I add the stock to my Pie and the shares suddenly tank, I’m at risk at losing out. Is there a way this feature can be added? I understand that if the stock sells, the Pie will need to be rebalanced.
I will forward your suggestion for consideration.
Thanks for sharing!
Any news on this one? It would be a really helpful functionality.
Currently, there aren’t any updates on implementing Limit Orders within Pies.
I’d certainly like to be able to apply a LIMIT to transactions within a pie. I’m not convinced that STOP is necessary within pies though.
I feel that we are between using a pie as a personal ETF and using a pie as merely a grouping of stocks.
Perhaps T212 should allow an additional category of grouping of stocks without all the pie functions.
I agree and many of the requests I see seem to indicate that this is what other people want but they only describe it in terms of additional functions.
You can however use a pie as a ‘folder’ by disabling all the automatic functions and NEVER rebalancing. Also, things become simpler if you set all the percentages except one to 1 as this makes it easier to increase/decrease your share holdings.
This is how I use my pies.
Thanks for agreeing.
If you need additional functions for a particular stock then the simplest way to do it to export all or some of the stock out of the pie, do the function (such as sell stop loss) and import it back into the stock. Obviously you can buy new shares in that stock and then import it into the pie.
As you say the key is never to do any rebalancing (unless that is really what you wish to do).
Many people do not seem to understand that if you increase or decrease a shareholding without changing the percentages to match, a subsequent rebalance will undo all of your work and, in the case of increasing, will sell many or all of the shares you bought.
Pies are great for creating your own purpose built ETF, so to speak. What they are not so great for is grouping securities together for different criteria. I seem to have made your peace with workarounds, I personally don’t want to have to bend over backwards to more or less get them to do what I want.
I think Trading 212 should really put some effort into providing an additional system to group securities together. I personally would favour a tags system, where I can assign my personal tags, for example ETF, stock, US, UK, LSE, AIM, and then allow me to search for individual or combinations of these tags. This way everybody should be able to create the structure they want. Ideally the app/ website would then dynamically calculate the figures for the search result, so we could compare individual stocks against their tag peers.