Pots or Investment Buckets

Hi,

I would like to have the ability to group different stocks into portfolios for each user. Example: I might have a tech portfolio I call Portfolio A. Portfolio B is a balanced portfolio with a lot of different asset classes. For Portfolio C might be a dividend portfolio. It would be nice to be able to group these at the user’s choice. And show portfolio % gain and loss for time periods. As well as showing the percentage that stock makes up that portfolio it resides in.

I understand there could be some overlap of stocks so some thought would have to go into this to keep it from being messy. Any idea if this is in the pipeline anyone or something similar?

I’m unfortunately based in Ireland so my knowledge of the app itself is very basic

4 Likes

Been nearly a year since this was first suggested and looking at the ideas board this is one of the more voted for ideas. Can we please get this on the teams radar to consider for the roadmap?

3 Likes

I really like this idea and would use it instantly, I already have a variety of ideas I’d like to try out.

Anything from the team on this?

2 Likes

I would love this to be added and since it hasn’t been updated since August last year I figured it was worth prompting for debate/update again

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I’d love the ability to have different portfolios attached to my account with separate charts for each.

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Just gave feedback to impliment this very idea, I hope they have a look at it!

1 Like

Floating this up.

Starting to get to the point that I got a good portfolio of ETFs and shares, but the downside is that there’s a lot to scroll through.

I would really like to have the ability to split them up in portfolios, and then see the portfolio for each of them. Ideally, we could name the portfolios myself.

My strategy largely revolves around four buckets:

  • ETFs - long hold, ride the market (eg iShares Global Clean Energy ETF)
  • Wide Moat - individual stocks with high quality, low value, high conviction (eg. Legal & General)
  • Momentum - individual stocks with high momentum, medium conviction (eg AMD)
  • Moon Shots - individual stocks that I quite literally bet on, can lose my shirt or see crazy returns (eg Ceres, Greatland, Bushveld, Versarien, etc)

Just an example of what I would value. Like other said, they would like to break their pots by sector, or by outcome (eg kids’ uni fund). Flexibility to name the pots yourself and allocate stocks is thus key.

8 Likes

I’d love this too. The ability to segment up my investments would be great!

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I actually should rename my “Moon Shots” bucket to “CODF’s deep dive” bucket. :joy:

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I’d like to see this as I currently use Freetrade for longer term investing and another broker for shorter term trading. Partially because the other broker allows limit orders and partially because I like to have my two strategies split into different views, so being able to have multiple accounts or ‘buckets’ would be helpful here.

1 Like

I just wanted to add my +1 to this, Trading212 have this feature in beta and I’ve been using it for a few days and it truly changes the game for long term investing.

I’d love to see this on Freetrade and I think long term it could even open up revenue streams for investors or add a social element to investing by allowing users to follow / share pots / pies.

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I think this is a good idea. It’s more a UX thing than anything else but I was thinking I might want to have my money separated into more long term investments that I won’t need to liquidate at any moment and can leave to ride out volatility/dips and then a separate pot which I’d just have in an S&P 500 or Nasdaq 100 tracker funds which if needed I can liquidate with less risk of having bigger dips/volatility that may come with other stock investments (Though I know everything is volatile in the current market).

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VOTED! I thought I’d had an original idea - something in the style of “savings pots” would be great!

It would be handy for lots of people at this time of year too. Imagine being able to create a “Christmas money from granny” pot and seeing how much you made it grow/vanish over the following year.

7 Likes

Just throwing my vote in here.

This personally would add huge value to my day to day usage of the app. As others have said, I invest in different stocks for different reasons and different lengths of time.

Many ETFs I “set and forget” and check them seldom, but other stocks I plan to hold for shorter periods and need more “active management” - the ability to separate this would be extremely useful

7 Likes

Also want to throw my vote in on this idea. I would love to be able to quickly organise my investments and see the value/risk distribution at a glance. With the rising popularity of SPACs for example, it would be good to separate these out from my steadier investments like ETFs and large-caps.

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Yep, also love this idea, was wondering if it was possible to do! I’m mostly investing in dividend stocks but I would like to be able to create some custom groupings that would possibly show their own performance insights once clicked into. (not required but would be cool!)

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It would be beneficial to see pots /pies /buckets to break up the current long lists of investment scrolling each time.

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Anyone posting here to keep the dream alive gets instant hearts.
Come get hearts

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Since we don’t like “pies” around here… how about a “build your own ETF” feature? Instantly makes sense and isn’t a pie… c’mon @freetrade, make it happen!

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Also, I want to add that it seems like this feature has been requested for 3 years, with a respectable amount of votes. Does anyone know if someone from @freetrade has ever addressed this? It’s not on the roadmap… will it ever happen??

2 Likes