Creating a Pie can help you build and manage a diversified portfolio in a simple way. You can choose to select your own investments, follow expert-built models, or copy portfolios from the community.
To start, tap “+ New Pie” in the Investments section of your account.
You’ll then be asked to choose between three types of Pies: Custom, Model, or Social. Each type is designed to suit a different investment approach.
Custom Pies – Build Your Own Portfolio
Custom Pies give you full control. You can hand-pick up to 50 instruments, such as stocks or ETFs, and decide how they are weighted inside your Pie.
1. Select Instruments
- After choosing “Custom,” search for and add the investments you want to include.
- The search and layout will look similar to the main Search section of the app.
2. Adjust Allocations
- Assign a target percentage to each slice. This percentage decides how much of your future investment will go to each instrument.
💡 Example
If your Pie has Google at 70% and Apple at 30%, and you invest £100, then £70 will be invested in Google and £30 in Apple.
Model Pies – Invest with Expert Strategies
Model Pies are pre-built portfolios created by large asset managers. They make it easy to invest according to expert strategies.
1. Choose a Model
- Select from several variants (usually 4): Conservative, Moderate, Assertive, or Aggressive. Each model represents a different risk level.
📄 Note
This is an execution-only service. Ready-made pies offer solely data on investment allocations and should not be regarded as investment advice or investment research. You are responsible for all investment and rebalancing decisions.
2. Confirm Holdings
- Review the holdings and their allocations.
- If the asset manager makes changes in the future, you will be notified automatically.
Social Pies – Copy Community Portfolios
Social Pies let you explore and copy portfolios created by other Trading 212 investors.
1. Select and Copy
- Browse the “Social” section and choose a Pie to copy.
📄 Note
If the pie owner makes changes in the future, you will be notified automatically and can accept the update.
2. Customise (Optional)
- After copying, you can review the contents.
- You may remove certain instruments or adjust their allocations to match your own preferences.
📄 Note
Social Pies are created by members and not by Trading 212. Nothing shared should be taken as investment advice
Personalisation, Review & Funding
Funding Your Pie
- AutoInvest: Set a recurring schedule for automatic deposits.
- Manual: Add money whenever you want using your account’s cash balance. Consider that an initial deposit should be made.
Distribution Type
When setting up your Pie, you can decide how new money (or reinvested dividends) is allocated:
- Self-Balancing (Default): New money goes to underweight slices first, helping keep your Pie close to its targets.
- By Targets: Always aims to match exact target percentages, even if it means adding to overweight slices.
Review & Name
- Before finalising, you’ll be able to review your Pie and give it a name.
- Once confirmed, your Pie will appear in the Investments section, ready to be funded.
❗️ Important
The default distribution type for both Manual and AutoInvesting is Self-Balancing. You can change it anytime, either before or after setting up AutoInvest, or before making a manual investment.