How to create your first Nest

Open Coinage and tap the + button. You’ll see two options: Normal nest and Goal nest. A Normal nest is a custom portfolio. Pick your stocks, set allocations, and invest on your own schedule. Tap “Create nest” to get started.

Give your Nest a name that reflects your thesis. “Growth Tech,” “Dividend Machine,” “AI Infrastructure.” Whatever captures what this portfolio is about. Pick an emoji icon to make it easy to spot at a glance.

Don’t overthink it. You can always change the name and icon later.

Search for any stock or ETF, or choose from popular picks. Add as many as you want. Your Nest can hold any combination. You’ll set the exact allocation percentages for each holding after your Nest is created.

Choose how often Coinage should invest in your Nest — weekly, every two weeks, or monthly. Every time it runs, your money gets split across all your holdings according to your target allocations. Dollar-cost averaging across your entire portfolio, automatically.

You can skip this step and invest manually anytime, but setting up a recurring schedule is how most people get the most out of their Nests.

Once your Nest is created, you can invest immediately. Tap Invest, enter any dollar amount, and Coinage splits it across all your holdings based on your target allocations. One tap, every stock gets funded.

If you set up a recurring schedule, your Nest invests on autopilot. Every week, two weeks, or month, your chosen amount flows into the exact shape of your portfolio. Dollar-cost averaging across your entire thesis without lifting a finger.

Your Nest dashboard shows everything in one place: total market value, profit over time, a performance chart, and a breakdown of every holding. You always know exactly where your money is and how it’s doing.