Pie-based investing platform
Build a master portfolio pie for each account, then organize child pies and ETF or stock slices with clear percentage targets.
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Pie-based investing for disciplined portfolios
Create investment pies, assign target percentages, and let scheduled automation divide new deposits across ETFs and stocks.
Master and child pies Integer targets Scheduled trade windows
TFSA Growth Pie$24,580
1M return+8.7%
Total gain+$2,180
Cash flow$22,400
Broad Market ETF 40%
Dividend ETF 25%
Growth Stocks 20%
Bond ETF 15%
100%allocation validation
4account types
6premium trade windows
1%minimum slice target
Portfolio automation
Investing tools built around pies, slices, cash, and account goals
WealthPie is a pie-based investing platform for long-term ETF portfolios, individual stock allocations, recurring deposits, trade-window automation, and account-level planning across TFSA, RRSP, FHSA, and taxable investment accounts.
Automated ETF and stock allocation
Route recurring deposits, dividends, and available cash toward underweight slices at scheduled trade windows.
TFSA, RRSP, FHSA, and investment accounts
Keep account-specific strategies, cash balances, margin details, and allocation rules separated by goal and account type.
Portfolio dashboard and rebalancing controls
Review current value, market gain, total gain, dividends earned, target weights, and rebalance actions before changing a pie.
ETF piesstock slicesportfolio automationTFSA allocationRRSP investingFHSA goalsrecurring transferstrade windowscash managementrebalancingdividend handlingportfolio dashboard
Money hub
One workspace for accounts, cash, pies, and automation
Inspired by modern wealth platforms, WealthPie brings the daily pieces of investing into one place: account structure, cash, target allocations, trade timing, and portfolio progress.
Invest
Open account-level master pies, add child pies, and place ETF or stock slices with precise targets.
Cash
Track available cash and set minimum cash before automated investing starts.
Automation
Choose a subscription tier and trade window so deposits move on a repeatable schedule.
Controls
Allocation checks, delete confirmations, and taxable-event warnings keep risky changes visible.
Allocation first
Designed for allocation-first investing
WealthPie keeps the main decision simple: what percentage of each deposit should go to each asset? The app handles the structure around that decision.
Create multiple pies
Build pies for goals like long-term growth, income, emergency reserves, or sector ideas. Each pie must total exactly 100%.
Allocate by percentage
Drop ETFs and stocks into a pie, assign target weights, and let the platform translate every deposit into orders.
Automated scheduler
When new cash lands, the scheduler reads your pies and allocates funds according to the target mix.
Learn
Learn the pie model
A pie is a target allocation. Add ETF or stock slices, set integer percentages, and keep every pie at 100%. When cash is deposited, the scheduler calculates how much each slice should receive.
Broad Market ETF45%
Dividend ETF27%
Treasury ETF18%
Growth Stocks10%
Master pie
Each account has one master pie. It can hold child pies and direct ETF or stock slices.
Child pie
A second-level pie can hold slices only, so the hierarchy stays understandable.
Slice
A stock or ETF position with an integer allocation from 1% to 100%.
Scheduler
A rules engine that reads targets, cash, tier, and trade window before placing orders.
Automation
Your strategy meets scheduled execution
Set the model once, then let each deposit follow the same rules. New cash can be routed into the slices that are furthest below target, keeping portfolios closer to the plan over time.
Set targets
Every master pie and child pie must add up to exactly 100% before it can be saved.
Receive cash
New deposits, recurring transfers, and dividends sit in cash until the next eligible trade window.
Allocate intelligently
The scheduler directs new money toward underweight slices first, keeping the portfolio closer to target.
Retirement pie+$4.2K
Accounts
Build for registered and non-registered goals
Each account gets its own master pie, cash view, and allocation checks, so a TFSA strategy can stay separate from RRSP or FHSA goals.
Tax-free investing account with one master pie.
Long-term retirement allocation with scheduled deposits.
First-home savings goals with ETF and stock slices.
Taxable account with cash and margin visibility.
Controls
Guardrails for every allocation change
WealthPie keeps the rules visible before money moves, especially when deleting slices, changing targets, or correcting multiple accounts.
No pie can be saved above or below 100%.
Deleting pies or slices requires confirmation.
Allocation issues are corrected account by account.
Subscriptions control how flexible trade windows can be.
FAQ
Questions before you start
Quick answers about pies, slices, and the scheduled investing flow.
Can I create a pie inside another pie?
Only the master pie can contain a child pie. Child pies can contain slices only.
What can I add as a slice?
A slice can be an ETF or an individual stock selected from the searchable instrument table.
What happens when a deposit arrives?
The scheduler waits for the next eligible trade window and allocates cash according to saved targets.
Blog
Latest WealthPie notes
Short product guides for pie-based investing, allocation guardrails, and scheduled portfolio workflows.
How master pies keep allocation decisions clean
A practical walkthrough of master pies, child pies, and slice targets for account-level investing.
Why WealthPie validates every pie at 100%
How whole-number allocation rules reduce scheduler errors before recurring investment orders run.
Choosing trade windows for recurring deposits
A simple guide to Basic, Plus, and Premium trade-window flexibility for scheduled investing.
Google Reviews
Default reviews for the launch page
Sample review cards for the prototype while live Google review sync is pending.
The pie setup makes target allocation easy to understand. I can see exactly where every deposit should go.
The account view, cash details, and rebalance controls feel much cleaner than tracking everything in spreadsheets.
I like that child pies and slices have clear rules. The 100% check helps me catch mistakes before saving.
Ready
LoginStart with one account and one balanced pie
Open the dashboard, choose an account, and build a 100% allocation model before cash is scheduled.