Would you like a pie?

Yes, you will be able to use fractional percentages :slight_smile:

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I cannot wait for this feature be available :heart_eyes:

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we are in March already, maybe we do not need (I hope) to wait much longer.

I think you have to be a bit more patient:

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Is it possible to get the total dividend yield % on the main page of the portfolio in the pie update? Would be amazing to see your total dividend yield (either based on your previous results or taken from a database). Also, would be cool to see at individual dividend yields in the stock information section, future payout dates, perhaps expected payouts for the month etc… Either way would love to see any of these features, would also make life much easier

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See my suggestions

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Hi,

  1. Please add option to pause/freeze a pie (no trades being executed while pie is paused)
  2. Blue sky idea… Please add a limit buy/sell option configurable for each entry in the pie. Let’s say:
  • my weekly pie topup is $500
  • 10% ($50) of my pie is Google (NASDAQ: GOOGL)
  • I set pie limit buy for GOOGL at $1250
  • I set pie limit sell for GOOGL at $2000

Every Friday, if GOOGL price is below $1250, a $50 (10% of pie funds) worth of GOOGL fractional share will be bought. If price is above $1250, then GOOGL will not be bought on that week. If on that Friday GOOGL price is above $2000, the whole currently held GOOGL within that pie will be sold off.
The pie would have to keep track of any unused $50 funds from previous weeks until pie limit buy is triggered, so that funds earmarked for GOOGL don’t get redistributed to other positions on the list.
As for proceeds from GOOGL pie limit sell at >$2000, it would be good to be able to say whether the freed funds should be taken out of pie, or used within the pie for buying other positions at the next trigger point.

If I could go even further and add multiple entries of the same ticker to the pie with different %pie limit buy/sell limits, I could catch GOOGL all the way in it’s fall down to $1 :slight_smile:

I will call this system a clockwork cherry pie.
How do you like this recipe?

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Hi @Zireael,

You will have the option to pause a pie.

About the blue sky idea - while it will be definitely useful in the particular use case you are describing, such functionality will significantly increase the complexity of the feature. Moreover, setting limits for specific instruments will unbalance the pie very fast.

For instance, if you set a target weight of 10% for Google and set a limit price that will allow only some of your deposits to go against Google, its slice will quickly fall behind its 10% target.

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I’m still confused about something, if I buy some stocks now, will I be able to add them to a pie afterwards? Thanks.

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@adidoes Yes. Once the pies are live, you will set up a pie and should be able to put in shares you own straight away.

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Looking at AutoInvest, it looks like an entirely new menu flow.

My question is, is AutoInvest going to only work with recurring deposits? What if we want to make extra manual deposits but still take advantage of DRIP? Does AutoInvest also use available free funds? It is unclear by the videos shown!

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@marchchip Absolutely - you will be able to do extra manual deposits using your free funds :slight_smile:

And yes, you will still be able to take advantage of the dividend reinvestment option.

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Will the pie sell off stocks and rebalance ?

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That would be bad, I think what will happen is the money you deposit will be allocated to the underweight stocks.

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If they do add a sell of feature, I’d at least want to be able to deactivate the feature.

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Are we close to having a release date yet?

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Yeah, not to be rude or pushy or anything, but HURRY UP!!! I NEED IT NOW!!!

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I think with the coronavirus we all can wait. There are more important things in life right now.

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Will this feature be available also on the web browser? :stuck_out_tongue:

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