I love autoinvest, but there are a few things that would really improve the experience for me.

I have a share portfolio that I’d like to balance across my individual account and another account in joint names. Both with pearler. In future we may also have another account in my husband’s name. Or maybe a family trust name. These all form part of the portfolio when I make autoinvest choices.

I’d also like to exclude some holdings from autoinvest. Or group them together and treat them as contributing to a certain target. I.e. I have some old shares that I don’t want to sell, but don’t form part of my future strategy. Ignoring them would help. But even better would be to categorise them in a way. E.g. my TNE shares might count to the same target as VAS, because I know they are actually part of the asx300.

And finally, I’d like autoinvest to use whatever funds are available in the account at the set intervals. However much money that is. $1k $20k whatever. I need to deposit the money into Pearler manually, so that it leaves my home loan and bank account on the right day for tax purposes. This is because I do debt recycling.