Investimental PIES

Discover the world of investing through a structured and transparent approach. With Investimental PIES, you have access to a portfolio-building tool designed to simplify investment decision-making, regardless of your level of financial experience.

PIES gives you the freedom to design, allocate, and manage your investment portfolio in an efficient manner. Choose the stocks you are interested in and decide the allocation of each within your portfolio – we take care of the rest. Whether you are drawn to the U.S. stock market or want to explore different economic sectors, PIES makes it easy to access a wide range of investment opportunities through a single, consolidated structure.

Why PIES?

• Accessibility: Designed for investors who value clarity and control, you don’t need to be a capital markets expert to make smart investment decisions.
• Simple and Efficient: Reduces operational complexity by eliminating the need for complex calculations or constant market monitoring.
• Flexibility: Adjust contributions and allocations at your own pace, with recurring funding options to consistently grow your investments.

 

How does it work?

Choose and Customize:
The intuitive stock selection allows you to easily browse through companies. You can even select the Top 10 stocks from your chosen sector, ranked by market capitalization. You can create up to three PIES and cover all your interests in the U.S. market.

In addition, in the Portal, under the Investments > PIES section, you have access to the TOPS category—a collection of ready-made PIES examples:

• Each top includes up to 20 companies from an economic sector, selected based on market capitalization.
• The allocation of companies is equal, but fully customizable based on your preferences.
• You can generate a new PIE in just 3 clicks.
• You can edit the composition of a PIE at any time, provided it does not exceed 20 instruments and you do not remove companies in which you already hold positions.

You also have the option to create a PIE manually, with your own custom structure.

 

PIES also in Investimental NOVA

You can now access and manage PIES directly from the Investimental NOVA web application.

• You can find the PIES category in the main left-hand menu.
• You can create new portfolios, modify existing ones, buy, rebalance, or sell – you have all essential functions available directly in the application.
• You have access to TOPS, fully integrated into Nova.

Note: PIES portfolios are managed separately from the rest of your portfolio, so they are not included in the total account value displayed. This allows clearer performance tracking and better portfolio-level control.

Simple!

Below you will find a series of materials to help you get started in the world of PIES if you are not yet familiar with them—and don’t forget that we are always just a chat, phone call, or email away.

What are PIES?
How do I start investing in PIES?
The advantages of investing in PIES vs. traditional investing
Long-term investing in PIES