Currently, autoinvest portfolio allocation feature is incredibly useful, particularly in its ability to invest in securities that are furthest from their target weight in the portfolio.

However, I have encountered a scenario where I find it challenging to achieve my desired portfolio allocation without unwanted transactions.

Here's the issue: Suppose I have an allocation target of 20% for Australian exposure, using VAS. However, I wish to transition my Australian portfolio exposure to A200 for reduced fees. I don’t want to VAS as this would incur unnecessary transaction costs and taxes. Unfortunately, setting A200 as to my target exposure of 20% would result in auto investing into A200 resulting excessive Australian exposure (current value of VAS + 20% of portfolio in A200).

My request is simple yet powerful: I would appreciate it immensely if Pearler could implement the ability to set a joint exposure allocation with a preference for a single investment option.

In other words, I'd like to maintain my desired 20% Australian exposure (VAS + A200 = 20%) while directing all future investments (when VAS + A200 < 20%) towards A200, without the need to sell VAS directly.

This should be fairly simple to implement and would greatly improve the investment experience.