T212 Pie Manager

The problem

Trading212 investors often suffer from portfolio drift where price volatility pushes asset allocations away from their original targets. Manually calculating the exact buy and sell orders needed to restore balance across multiple pies is tedious and prone to mathematical error.

What it does

• Analyzes Trading212 investment pies to detect weight drift between target and actual shares.
• Calculates performance metrics including P/L, total value, and ROI for each individual pie.
• Generates specific rebalancing instructions, including exact currency amounts to sell or buy per ticker.
• Flags tax implications for rebalancing within standard Invest accounts versus ISA wrappers.
• Ranks pie performance to identify which investment strategies are outperforming the market.

Frameworks & tools

This skill requires the trading212-mcp-server and a valid Trading212 API key. It integrates with the Trading212 Invest and ISA account types via the official API.

Why this beats prompting it yourself

A standard LLM cannot see your real-time portfolio data or specific pie structures. This skill provides the logic to fetch live instrument data, compute precise percentage drifts, and apply severity thresholds (1%, 3%, 5%) to filter noise from actionable trades. It handles the specific JSON schema of the Trading212 API to ensure calculations are based on actual holdings, not hallucinations.

Use cases

• Identify which specific stocks in a "Tech Growth" pie have become over-concentrated.
• Determine the cost and distribution required to bring a "Dividend Income" pie back to target.
• Compare the annualized returns of different thematic pies against each other.
• Perform a weekly drift audit to keep portfolio risk within defined parameters.

Known limitations

This skill analyzes existing pies but cannot create new ones. CFD accounts are not supported as they do not use the pie feature. Performance is subject to API price data latency.