The primary goal of ‘Pies & AutoInvest’ is to assist you in achieving your financial objectives by solving two significant challenges in investing:
- Maintaining a diversified portfolio: ‘Pies & AutoInvest’ enables you to easily manage and maintain a balanced diversification in the long run, even as markets experience fluctuations.
- Simplifying contribution allocation: With ‘Pies & AutoInvest’, you can make contributions to your portfolio without the need for complex calculations to determine the appropriate allocation for each company or ETF you own.
The great advantage is that AutoInvest automates both aspects for you! Simply set your desired contribution amount and investing frequency, and AutoInvest will take care of the rest, ensuring your portfolio stays diversified and your contributions are allocated appropriately.
What is a Pie? 🥧
A pie is a collection of securities - stocks & ETFs.
Each security is represented as a slice of the pie. Each pie can hold up to 50 securities. You can have multiple pies.
What is AutoInvest? 💸
AutoInvest allows you to customize a deposit schedule to your pies, assign a payment method, and invest automatically.