Hoping someone can let me know as I havenāt been involved in the beta at all so no real awareness of the features, butā¦
I know we wonāt initially be able to move shares from our main folios into Pies, however can you set up pies without the % allocation and autoinvest functionalities?
ie. can we simply use the Pies feature to segregate certain holdings into sub accounts and top up on an ad hoc basis?
Thanks in advance.
Vedran
August 18, 2020, 9:12am
2
Well % is just cosmetics if you donāt use autoinvest, which is optional.
When you do ad hoc invest, you can set manual target for each single security in pie.
I am using my pie like this, just let app auto generate % , dont care. Add all securities.
Then do daily purchase for X value for specific stock/etf. Without autoinvest or target weighing investment.
2 Likes
Matt_C
August 18, 2020, 9:13am
3
I believe the export/import is coming this week? So you will be able to on release
2 Likes
Apologies, misleading type as the % goes hand in hand with the autoinvest.
Just meant can I hold a subset of my overall folio in a pie for housekeeping purposes and track the subsetās growth separately.
Thanks for the responses.
Matt_C
August 18, 2020, 9:16am
5
I believe youād just ignore target % and focus on current % allocation
Vedran
August 18, 2020, 9:18am
6
as @Matt_C mentioned, once import is here, you can add existing positions to pies. (However I think it will be BETA?)
But anyway Pie can be used just for pure performance/growth statistics, no need for fancy autostuff.
% is mandatory to be set, but as said has no real purpose if you use manual custom type investment:)
1 Like
Matt_C
August 18, 2020, 9:20am
7
Well if export/import is this week and autoinvest release should be next week to keep to the promised āend of Augustā timeline. This would mean in 2 weeks Joey can do exactly what he wants by using your suggestion (add his desired companies as slices, import his current positions and either use custom distribution to buy into positions or buy outside pie and import in each time).
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Vedran
August 18, 2020, 9:21am
8
True if using Limit orders you will have to buy outside of pie for now, as no limit orders in pie.
1 Like
Matt_C
August 18, 2020, 9:22am
9
Thatās true, but luckily we can set the limit orders outside pie, then once bought import them
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Trading 212 posted on Twitter the pies will be released to public next week so I guess theyāre pretty certain theyāre ready
3 Likes
Also do this in a Pieā¦ autoinvest OFF and use the custom mode to invest in just same of the slices.
1 Like
femo66
August 18, 2020, 3:54pm
12
And donāt hit the ārebalanceā button
tonyp
August 19, 2020, 12:07pm
13
Hi Guys,
How do you actually get to use the auto invest?
Will the app be updated once all the beta testing has been done?
There is a dedicated session in the forum only for thisā¦ in the search option you will also find tons of common questions
femo66
August 23, 2020, 7:10am
15
@tonyp , here u find the link to the beta sign up:
(https://docs.google.com/forms/d/e/1FAIpQLSdZxVfhBcFQLa7V3W1tVkvTPPN92VKiDS59PUsWedp14R7xiA/viewform )
Saying this, we feel the feature should go live for good next weekā¦we hope.
Cheers
1 Like