Hi. Sorry if these are dumb questions but if someone could clarify some pie functionality Iād appreciate it.
So I have never used pies. I assumed they werenāt for me because I donāt to just regular put Ā£X into a group of companies based on some fixed ration allocation. However, I find I am holding positions in a lot of different stock and thus my portfolio is a long list of positions some of which are short term trades and some are intended as long term. So, for example, Iāve got money in multiple etf or funds that I am just gradually putting money in but not necessarily in any fixed ratio.
So ideally I would like to create a pie with say four stock (eg funds) A/B/C/D so that I can separate these from my general portfolio. Ideally I donāt want to just periodically put Ā£100 into the four on a set ratio (ie 25% each). I would like to add to A when A dips, add to B when B dipsā¦ I seem to be able to buy individual stock from with the pie. Is that correct? Do I then have to import the shares purchased or are they automatically added into the pieās holdings?
What I would really like to do but not sure I can is sell some shares with the pie. So if I hold 10 shares of A I might want to sell 5 shares. Can I sell shares within the pie?
Ideally if I could sell within the pie Iād like to keep the cash within the pie but assume that again is currently not possible?
Basically for me I assume I donāt really want the existing functionality of pie but I would really like a pie that acts as a self contained portfolio so I can buy and sell within the pie as and when I want and keep the money within the pie. Thus I create the pie with Ā£1000 and its then a self contained mini portfolio that I can buy and sell shares within. If I want I can add or withdraw cash but Iād just like to keep it as a self contained entity - ie I put Ā£X into utilities or small cap or funds.
If pies can already do this that would be great but if not it seems to me that it wouldnāt take much development to enable it and would make them significantly more useful and powerful (but that my be just me)
I seem to be able to buy individual stock from with the pie. Is that correct?
ā¦
Can I sell shares within the pie?
Yes, when adding or withdrawing funds to/from a pie (using the Invest/Withdraw buttons), select āCustom distributionā method and then choose only the instrument(s) you want to buy/sell for given amount of cash.
And yes, the purchased shares will be kept within the pie, no need to manually import them.
Just keep in mind that you canāt do limit/stop orders within the pie, all buy/sell orders are executed as market orders.
Ideally if I could sell within the pie Iād like to keep the cash within the pie but assume that again is currently not possible?
Afaik when withdrawing from a pie, the cash will be added into your accountās free funds. It will not stay inside the pie.
Hey, @WakeMeUp - apologies for missing your post this time 
Let me cover all of your questions:
You can purchase individual stocks within a Pie by going to it and selecting Invest > Custom distribution. An alternative to that would be to purchase shares outside of the pie and then Import them.
Yes, that can be done in the same way as described above, but youāll be using the āWithdrawā button instead of āInvestā. If you choose the āCustomā option, youāll be able to enter the value of the sale and pick only the stock youād like to trim your position with. The same alternative applies as well - you can Export the 5 shares from your Pie and sell them straight from your portfolio.
Youāre right - this is not currently possible. Selling shares from your Pie using the āWithdrawā button sends the funds to your accountās free funds.
Most of the time, the amount of cash in a Pie should be zero or close to zero. There are 4 scenarios where funds enter the āPie cashā and stay there:
- You recently deposited into a pie, and the funds are still pending to be invested
- You have received dividend income that hasnāt been reinvested yet
- The pie is in a rebalancing state
- It is possible that a small amount of āspare changeā remains as free cash after or investing events.
Hopefully, I managed to cover all of your questions, but let me know if you need more information or if anything else pops up 