Pies & AutoInvest

  • Why is my Pie Free Cash not invested?
    Each Pie has a minimum investment amount (threshold). It’s determined by the lowest target weight in the Pie. Until t...
    See more
  • Pies & AutoInvest - Introduction
    Pies and AutoInvest make it easier to invest regularly and stay diversified. With these tools, you can build your own...
    See more
  • Can I share my pie with other investors?
    Yes, this can be done from the Pie’s “Overview” tab. Scroll down to the “Sharing” option at the bottom. You can shar...
    See more
  • Creating a Pie
    Creating a Pie helps you build and manage your own mix of investments in a simple way. You can build your own from sc...
    See more
  • Does my pie get deleted if it isn't used?
    Your Pie will be deleted from your Pie section if it remains inactive for more than 90 days, and we will notify you 1...
    See more
  • AutoInvest - Payments, Adjustments & Settings
    Once you set up a Pie with AutoInvest, you have full control over how your plan is funded, adjusted, and managed. Bel...
    See more
  • How do I invest with a model (ready-made) pie?
    Start investing automatically with ready-made pies.  You can now choose from pies powered with ETFs from the world's ...
    See more
  • Model pies
    Ready-made model pies are pre-designed investment portfolios, created by professionals to align with specific risk to...
    See more
  • Copying Pies
    To add the pie to your portfolio, just tap on the Copy Pie button📲You'll follow the same steps as when creating a pie...
    See more
  • Why did AutoInvest miss my deposit?
    Auto Invest needs at least half of your ‘Investment plan’ schedule to pass before making the next payment. When this ...
    See more
  • Can I pick the time and date for AutoInvest?
    For now, AutoInvest places orders at 08:00 AM (GMT+1) in your local time zone. 🕗 If any of the markets are closed at ...
    See more
  • Social Pies
    When you copy another user's pie, the copy you create will now be linked to the original pie. This means that you wil...
    See more
  • Can I use the pie feature without using AutoInvest?
    Yes, you can. Setting up Autoinvest is not mandatory - you can directly select Manual Investment and invest in a pie ...
    See more
  • Pie Library
    The Pie Library is found in the Social tab. It shows you a list of the most popular shared Pies. You can browse throu...
    See more
  • Is there an FX Conversion Fee for AutoInvest?
    Yes ✅. An FX conversion fee will be applied to all orders involving securities traded in currencies different from yo...
    See more
  • Pie History
    Your Pie History lets you review all the activities related to your pie. From buying and selling investments to autom...
    See more
  • Pie Cash
    Each Pie has its own internal cash storage, called Pie Cash. Normally, the balance is close to 0, but it can increase...
    See more
  • Why is the Sell button missing on my Invest/ISA position?
    If you imported shares into a Pie, or bought them directly inside a Pie, the Sell button will not appear when viewing...
    See more
  • Pies Goals
    You can set a goal value for each Pie you own and easily track your progress. A progress bar will appear on the Pie i...
    See more
  • Why am I unable to add a stock to my Pie?
    If you are creating or editing a Pie, you can only add stocks that are available as fractional shares. The instrument...
    See more
  • Pie Rebalancing & Score
    The Rebalance option helps keep your Pie aligned with its target allocations. Over time, some slices may grow larger ...
    See more
  • How to cancel an Investing (Manual/AutoInvest), Selling, or Rebalancing order?
    If you have an existing Investing (Manual/AutoInvest), Selling, or Rebalancing order within one of your pies, you can...
    See more
  • Pie Dividend reinvesting (DRIP)
    Your pies can automatically reinvest the dividend income they receive. The 'Auto reinvest' option is enabled by defau...
    See more
  • Duplicating a Pie
    The "Duplicate" feature allows you to quickly create a new Pie in your account that mirrors the exact composition (sl...
    See more
  • Manual Investing (One-off Payment)
    By default, manual investments use the Self-Balancing distribution method. You can change this from the order screen ...
    See more
  • Editing a Pie & Adding/Removing slices
    If your Pie is not a model Pie, you can change it anytime by adding new investments (slices) or removing existing one...
    See more
  • Export/Import Shares into Pies
    You can move shares between your Pie and your main Investments account, as long as no other action is in progress. Th...
    See more
  • Target Weight / Actual Weight
    Each slice on the pie chart can vary in thickness. Over time, certain investments will outperform others, causing the...
    See more
  • Pie Slices – Target vs. Actual Weight
    Each slice in a Pie has a percentage weight compared to the rest of the slices. This Target Weight is set when you fi...
    See more
  • Withdrawing funds from Pie
    You can withdraw money from your Pie at any time. The funds will move to your main account cash by selling investment...
    See more