I think this would be great. Fully support the idea. I think that this option would make Pearler even more useful and nicer to use. It makes sense to enable separate portfolios, for example, a 'core', a 'satellite' and maybe even a 'speculative' portfolio.

I am also very keen for this. I plan to have a glide path that (gradually) increases bonds as I near retirement so an auto-invest feature that only uses certain assets in its calculation is critical.

And to throw an additional wrinkle at you... could we assign portions of the same asset into different portfolios? An example to illustrate what I mean: let's say you have a portfolio of 70% global shares and 30% Australian shares but want to change the global share ETF to a different one (maybe one with lower fees). Even if you could assign the original global ETF to a manual portfolio, the Aus ETF you have built up would continue to count towards the percentages and your auto-invest would only purchase the new global ETF until it had caught up. When looking at the total portfolios you would have more global shares than desired.

Yes please!

Would love to see something like this. I have a handful of stocks I have in my Pearler brokerage account but don’t want them to influence the target percentage or auto invest strategy of the rest of my portfolio.

Completely agree, I would like to have LICs in a buy the dip strategy. But can't because you can only have 1 stock in the portfolio. Awesome job though guys 👍

Also would like multiple portfolios as may have different goals for each portfolio with different needs to autoinvest. e.g. long term 10 yr. Shorter term 5 yr+ high yield income. Ultra short term (1-3yr) fixed interest Would assist with implementation of a “bucket strategy” as one transitions to retirement. I would still want some autoinvest function so that each portfolio can be balanced to personal goals such as sector alllocation, international vs Aussie, defensive alts etc

Would be useful to be able to to combine all portfolios for big picture analytics now and then. However, portfolio managers such as Sharesight and Navexa allow this, so not essential.

If more than 2 portfolios required, I’d be willing to pay a small monthly fee to access extra feature.

Hi all/Hayden - first time posting! Love the platform so much :D

+1 to this request; individual portfolios available alongside the 'all-inclusive' dashboard...

Keen to have a 'set & forget' core portfolio and a satellite one with individual stocks.

Setting individual stocks to 1 or 2 percent is the current unaesthetic approach but being able to auto-invest into multiple portfolios would mean I can automate a core & satellite investment, and only need to actively manage the satellite component of my strategy :)

Appreciate this community and the way the team engages with it!

I'll just add two cents here. I'd love for our Rask members to have:

Cheers

Owen Rask

Yes - would definately like the feature to be implemented. I would want to be able to have my core ETFs set under autoinvest at certain percentages and then some individual stocks which are not included in the current percentage automate process.

Either having 2 portfolios or just excluding certain stocks from being included in the automate target process.

Is this feature still being looked at?

This would be the best option for Autoinvest simplicity also, If I want to rebalance my Target portfolio currently, I have to sell assets that are not in my target portfolio. I do not want to have to create another brokerage account with pearler ideally, so I will be waiting for a feature like this to come out.

I like the Idea of passively autoinvesting in ETFs and being completely hands off with it and then investing actively in a seperate portfolio of stocks. If the option was there to seperate the two that would be perfect.