Allow 2 or more target portfolios in one account
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Deepak
Sometimes there might be a need to have 2 target portfolios with 2 different auto-invest strategies, for example:
In one portfolio, I can have certain thematic/satellite ETFs with auto-invest set to rebalance.
In the second portfolio, I want to have core diversified (non-free) ETFs with auto-invest set to lowest share to reduce brokerage fees.
This would ideally require 2 or more separate auto debit/invest with different cycles of their own that users can set and will provide a lot of flexibility to users in choosing different strategies, all in one account/dashboard plus easy visibility.
Hayden Smith
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complete
Hayden Smith
This is now possible with our new Dashboard structure. You can move assets to new sections on the dashboard, and each section is capable of having it's own target portfolio. Email our team help@pearler.com if you need any help figuring this out :)
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Ian
Hi has there been any updates for this feature, its been 'under review' since 2022? I'd love to see how my investments are growing for each specific goal, which is a pretty common feature in investing apps. Eg. home (select assets A, B, C under this goal), and retirement (select assets D, E, F under this goal).
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Bradley Keit
Hi team,
Has there been any progress on this? From what I can tell this is one of most popular open feature requests and something i've been craving for a long time
Danny Degen
Yes please, I need the ability to have multiple portfolios for separate investing and tracking. Any updates on the implementation? It's been a while.
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Raphael Viscarra Rossel
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.
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Simon Aplin
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.
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DC
Yes please!
Stuart
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.
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Peter Johansson
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 👍
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