Is it possible to sort you regular stock holdings from pie holding on the mobile apps. Its very frustrating scrolling through the long list to find each stock not in a pie?
Iām regretting adding a pie with 50 investments alongside my other 30
Is it possible to sort you regular stock holdings from pie holding on the mobile apps. Its very frustrating scrolling through the long list to find each stock not in a pie?
Iām regretting adding a pie with 50 investments alongside my other 30
Agree - segregation or manual trading within a āManual tradeā pie could be used to do it.
I manually add/remove stocks and fidget with the weightings to allow that as my workaround.
Also on the Web apps. Itās time consuming and labor intensive.
Option 1: Maybe a button āHide/Unhide Piesās Positionsā (or āCollapse/Expandā).
Option 2: Or put all the Pieās Positions on a new tab, leaving the standalone positions in a separate tab.
Option 3: A more detailed and useful feature could be grouping the positions in each Pie and leaving standalone positions in a non Pie group. And having also the above Option 1, to minimize or maximize the view of each group.
Iām using the android app mostly, it doesnāt contain most of them features.
There isnāt any filtering option on Web apps also.
T212 has already nice features, but they are working all the time to improve the user experience. So itās a work in progress. We need to be patient. They will deliver more goodies to us.
the web app does have a portfolio filter, but its not comprehensive. it just lets you sort between manual/pie shares and between manual/autoinvest pies.
Thanks, Dao.
Funny, I did notice the filter for Manual/AI Pies some time ago, but never saw that filter.
Iām still mainly an user of the old app, only go to the ābetaā for pie baking.
The Advanced View is a nice feature but the old app have the bid-ask prices more outstanding that I like (now more discrete on the bottom panel of beta app) and have the notifications panel with mousse right button enabled (copy).
The āTodayās Statsā panel of the old app is well positioned, informative and aggregate all price matters, day price range (this is gone on beta app? I canāt find it), day price/return change, I donāt know why T212 changed this panel on beta app.
No luck for me, all manual pies.
Yeah, various features of the old platform are currently missing but we got feedback from one of the team members that they are looking to port it into the new platform now that its out of beta mode.
I think the new platform does its job well for the majority of clients who want an investment account but only check occasionally (every couple of weeks/months) and need a smooth layout to make things easy to find.
There is likely to be another toggle for frequent users that wanted the more technical aspects that are currently missing to be displayed.
@Team212 any chance that we could get the āfilter optionā to hide pie holdings on the phone App also? (Not just on the web version)
We can filter on iphone
Iāve just updated the Android app to the latest version with no luck.
Can anyone else confirm if it works on Android?
Hey,@EquityInvestor
The portfolio Investment filter is currently available for web and iOS.
We are working on releasing it with one of the upcoming versions of the Android app.
We will keep you updated.
Okay, thanks @Hris.M .
Hopefully it is released soon
Hi, @EquityInvestor
The filter is now available for all Android users.
Thank you. Just updated the app.
Itās 1 year since i personally requested this feature and iām very happy you added it.
Hi,
would be possible also filter out manually invested count of shares and recalculate the value / gain / loss?
Example:
I have 2 shares of netflix (manual) and 0.5 share in pie
I filter stocks with āPie investmentsā only.
Now I see Netflix, but with 2.5 shares and total value.
What I want to see is only 0.5 shares and pie value with all the details (avg. Price, fx gain/loss, etc.)
This option is in pie investmens holding tab, but without all the details.
With manul filter I want to see same details only about 2 shares.
With both filters enabled, overall overview as it is now (2.5 shares)
Thank you.
Hey, @Investor212
Thank you for the suggestion, itās appreciated and weāll consider it when expanding the filter options.
Could this feaure be made persistent, so you donāt have to toggle it every time you open the app?
Seconded. The filter doesnāt really serve any purpose in its current form because it doesnāt filter out the number or value of shares that youāve chosen to hide if you have then both in pies and manual purchases.