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?
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).