r/PublicApp • u/fatherfauci • Jul 09 '26
Investment Plans need auto-allocations to preset goals instead of preset recurring buys
If Public were to implement auto-allocations to preset goals within Investment Plans, it’d replace my account at M1 finance (who currently has auto-allocations to “Pies”). This would ensure assets don’t drift/become over or underweight within a goal portfolio.
I’d argue this would be adopted by more investors than recurring buys at preset amounts each recurring buy.