Build a pie
Create one or more pies and add ETF or stock slices. The app validates that every pie totals 100%.
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Build pies, fund them, let allocation run
WealthPie turns each deposit into a rules-based allocation. You decide the pie, the scheduler handles the split.
Pies define intent, deposits provide cash, and the scheduler translates that cash into target allocation orders.
Create one or more pies and add ETF or stock slices. The app validates that every pie totals 100%.
Cash arrives in the account and waits for the scheduler to calculate the next allocation run.
The scheduler reads pie weights and splits available cash across slices based on the configured percentages.
These sample charts show the kind of allocation visibility users get as pies receive deposits over time.
Common questions about pie setup, deposits, and scheduled allocation.
Yes. Users can create multiple pies for different strategies, goals, or account buckets.
The app should block saving that pie until the slice percentages add up to exactly 100%.
After a deposit is available, a scheduled job reads the pie targets and allocates funds by percentage.
Yes. A single pie can hold ETFs, stocks, or a mix of both, each with its own target percentage.
No. The platform automates allocation rules; returns still depend on the selected investments and market movement.
Yes. A later product flow can allow editing slice weights and applying the new targets on future deposits.