Pies within Pies?

Just a bump on this. This is a feature I have been hoping would be brought in for a while now. It’s been over a year since the last update, the portfolio transfers and the card are now fully complete (or is there still more to be done?).

Is there an up to date public list some where that we can access that that lets us know the priority for the new or upcoming features? (or would this showcase too much to competitor platforms?)

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We usually share here in the forum whenever we’re working on something or if there are updates about introducing a specific feature that’s been requested. Regarding Pies within pies, there aren’t any updates to share yet.

While we don’t have a formal public roadmap outlining every upcoming feature and its priority, we regularly post updates in the forum whenever we begin working on a highly requested feature.

Hi Trading212 team,

First of all, thank you for continuously improving the platform. The Pies feature is already one of the most unique and useful aspects of Trading212.

I would like to suggest an enhancement: the ability to have independent portfolios or to treat pies as completely independent portfolios.

What I mean specifically:

  • Each portfolio or pie could act as a standalone portfolio, with its own performance statistics tracked independently.

  • Within a portfolio or pie, users should be able to buy and sell freely, without those trades mixing into the overall account statistics or other pies.

  • This way, I could for example create a Growth Portfolio and a Dividend Portfolio, and monitor their progress separately, without crossover or interference.

This would give investors much more flexibility in organizing and tracking different strategies under one account, while still enjoying the benefits of fractionals and auto-investing.

Would you consider implementing this option? I believe it would add tremendous value for many of us who use pies not just as collections of stocks, but as real investment strategies.

Thanks for considering!

2 Likes

Hi Trading212 team,

First of all, thank you for continuously improving the platform. The Pies feature is already one of the most unique and useful aspects of Trading212.

I would like to suggest an enhancement: the ability to treat pies as completely independent portfolios. Or just the option to have separate portfolios.

What I mean specifically:

  • Each pie could act as a standalone portfolio, with its own performance statistics tracked independently.

  • Within a pie, users should be able to buy and sell freely, without those trades mixing into the overall account statistics or other pies.

  • This way, I could for example create a Growth Portfolio and a Dividend Portfolio, and monitor their progress separately, without crossover or interference.

This would give investors much more flexibility in organizing and tracking different strategies under one account, while still enjoying the benefits of fractionals and auto-investing.

Would you consider implementing this option? I believe it would add tremendous value for many of us who use pies not just as collections of stocks, but as real investment strategies.

Thanks for considering!

6 Likes

Welcome to the Community, @Resilve :waving_hand:

Thank you for the kind words and for the thoughtful suggestion! It’s great to hear that you’re enjoying the platform. Currently, we’re focused on other accounts/features, but I’ll make sure your feedback is shared with the team.

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Buying and selling within Pies

This appears to be a common request – but have the requesters thought through the consequences? If the pie is in a balanced state, buying more of one of the stocks will unbalance the pie. Subsequent balancing will simply result in those shares being sold and the money being reinvested across the pie according to the percentages.

What I think people are effectively wanting is, for want of a better term, ā€˜folders’. Indeed, this is exactly how I use my pies. In my pies, I do no rebalancing and I disable all auto investing and auto reinvesting. Moreover, to simplify exporting and importing (which I have to do under current rules in order to increase or decrease a shareholding), all percentages except one are set to 1%. All of this effectively makes the pie into a folder.

Should there be a function to do all this disabling (rebalancing, auto investing and auto reinvesting, percentages) with a single setting, it becomes possible to have new facilities for auto investing and auto reinvesting in individual stocks within the pie. That is, the pie effectively becomes a folder.

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There certainly seems to be a lot of demand for a mechanism to group securities in various ways. Would it be an option to introduce tags? Then everybody could create the tags they want and tag all their securities accordingly. With a tag search function they could then be filtered as desired. Maybe it would even be possible to show the performance of the selected tag, although I’m not sure if the app could get all the required data and do the calculations in a reasonable amount of time.

Can I simply have additional account to separate my strategies and also for security divide?

I think something as Groups like at scalable Capital would be better thanbpies to split your Manuel strategies, i Home something van be introduced in the future

This would be great to have even as a ā€œnon pieā€ version. Some kind of different profile function just like investing/isa/cfd separation. As for myself, in the future I’d like to trade some money without using cfd leverage system. It’s hard to do if I want to put money on stocks that are already in my portfolio.

You can do almost what you want using a pie. You just have to disable the automatic functions and NEVER rebalance the pie. You will still have to export and reimport to increase and decrease your holdings and if you have the same instruments in your main portfolio, manage share counts or move them to another pie.

You can make things easier by reducing all percentages except one to one and the odd one to the balance.

I have four pies like this.

Perhaps as a user base, we could list the current pie logic, and what we would like changed?

For me, I would like ā€˜cash’ to be an option in a pie, but I could equally add a money market fund as a workaround.

I’ve not exported a statement in a while, but if a trade was bought/sold in a pie, I would hope the statement carries a reference to the pie.

I also don’t think pies should be balanced, it just shouldn’t allow you to go over 100%, the rest should be cash.

A DRIP option too, where you can select same security rather than rebalancing pie would also be good.

Pies within pies.

Independent pie performance too, although I doubt they would introduce this as it was removed in the last year. All securities in your portfolio are reported on avco across all pies I think. The ability to export with reference to the pie traded, would allow users to track outwith the platform.

Happy to help write out a list of current pie rules, and work on proposed changes forum users could vote on?

That said, the trading212 api could be the solution to everything. A user built app that tracks each separately and simply executes on command would be sweet!

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Hey Guys,

Is this feature available to all or only to some? I have pies for UK & US stocks but would love to break it down by sector within a pie?

If its not available when would it be released?

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Would it be possible to import a pie into a pie and give it its seperate weighting? Also then to allow sub-pie dividends to either stay in the sub-pie or be reinvested in the upper tier pies?

This would allow (1) more automation, i can autoinvest into 1 pie that represents all my positions with all their sub and sub sub pies. Also (2) this would allow me to manage sectors im investing in and trim bigger positions more easily. Its otherwise cumbersome for example to sell/trim an entire sector and then i have to go through 30/40 positions or wheras having 30 ish pies on mobile also clogs up everything and makes it hard to overview. So definitely some kind of pie within pie/folder/sorting system thats a little more sophisticated would be great