Auto-sell/withdrawal after FI
under review
J
JW
I think an automated sell feature is 100% a requirement, I think it should be the exact same as auto buy(but restricted to show only shares you own, obviously), where you set a time schedule, set a dollar figure you want sold, and the automated feature looks at the one furthest from the target and sells whatever it needs to get you your dollar figure at that time, to minimize brokerage.
My ultimate:
-Gain FI
-Leave job
-Automate pay to myself what I was getting paid, from shares I specify
-Continue to invest using auto invest
I realize I will pay tax when I don't have to by selling and then just investing a portion of that again, but I want that choice because the companies that I bought say 20 years ago aren't the ones I want to be investing in now.
This feature should be a no brainer from Pearler, it is easy to build on what you already have and will potentially double revenue on investors that achieve their goals.
Alex Corneliusen
Looking forward to this!
N
Nicholas Riha
This would be amazing, I’m still years off but this feature would really set pearler apart from the rest!
Hayden Smith
under review
Hayden Smith
Is anyone at a stage where they actually want to do this? If we get a few interested users I am happy to explore.
Emma
Oooh I like this idea too!
C
Chris Phillips
Agree, and this feature would be an excellent feature to be able to operate an SMSF account/pension through pearler
K
Kurt Walkom
Agreed Peter Nguyen!