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.
🤓 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.