Shares not in auto invest. | Voters

Shares not in auto invest.

already done

Steven Trevaskis

It would be good if you could have a list of shares outside the auto invest feacture. Eg 5 ETFs where you auto invests as it is now and 10 ordanary shares that arent apart of the auto invest.

October 21, 2021

Marc Pizzinato

Hayden Smith the issue is more in how this is displayed in the UI. In the below, I have NDQ out of my auto invest by exclusion, but it still shows the % which you still hold in the share. If I exclude an old share, I don't want it to keep showing in the auto invest UI at all, as it implies that it's still affecting the weightings

Hayden Smith

marked this post as

already done

This can be done - when you setup your automate targets you simply exclude an asset from autoinvest and then it won't count.

Ruben Hillier

Yes, I agree. I have some historical ETFS I own which I am happy to keep. They could be in a separate portfolio with the management features disabled.

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