If your Pie is not a model Pie, you can change it anytime by adding new investments (slices) or removing existing ones. This way, your portfolio stays aligned with your current goals and preferences.
- Removing a slice takes effect when you withdraw from it or after a manual rebalance.
- Adding a new slice only becomes active once you manually rebalance.
- Editing target percentages will not automatically buy or sell shares.
How to add new instruments (slices) to my pie?
- Go to the Holdings tab.
- Tap the Edit Pie button.
- Tap the + icon to add instruments. Use the search bar to find the ones you want.
- Assign a target allocation percentage (weight) for the new slice(s).
- You may also need to adjust weights of existing slices so the total equals 100%.
- Review your updated Pie and confirm.
How to remove instruments (slices) from my pie?
- Go to the Holdings tab.
- Tap the Edit Pie button.
- Next to each slice, you’ll see an X (or similar option) to remove it.
- After removing a slice, adjust the target percentages of the remaining slices so the total equals 100%.
- Review your updated Pie and confirm.
How to modify my Pie's target values?
You can also change the percentage allocation of existing slices.
- Open the Pie’s Overview tab.
- Tap Edit Pie.
- Adjust each slice’s percentage (the chart will update).
📄 Note
The total must always equal 100% before confirming. Once confirmed, the new target values apply the next time you manually Rebalance your Pie.
Selling an instrument from your Pie doesn't change its target. If you've sold some or all of an instrument and don't want future investments to buy it back, lower its target here or remove it from the Pie.
🤓 Tip
You can tap the blue circle showing the total percentage distribution. The app will then suggest an auto-redistribution of the remaining percentages among the slices.