You built your Growth Tech nest three months ago. Five stocks, clean allocations, $100 flowing in every Monday on autopilot. It’s been working.
Then Broadcom reports earnings. Custom AI chips for the hyperscalers, networking infrastructure growing 40% year-over-year. You want in. And while you’re at it, AMD hasn’t done what you hoped. Time to make some changes.
On a traditional broker, this is an afternoon. Sell AMD. Buy Broadcom. Rebalance the rest. Calculate how much to move where. Six trades minimum. With a Nest, it takes about thirty seconds.
Step 1
Open Your Nest
Tap into your nest and hit Edit in the top right corner. You’ll see every stock with its current allocation, performance, and your recurring schedule. This is your starting point.
Market Value
$4,812.36
As of Mar 24 at 12:28 PM
Profit (1M)
+$612.36
+14.6%
Total owned
$1,443
6.34 shares
Via this nest
$1,443
6.34 shares
P/L +$183.11 (+14.6%)
Total owned
$1,203
8.43 shares
Via this nest
$1,203
8.43 shares
P/L +$201.30 (+20.3%)
Your Nest at a glance
Step 2
Add a New Stock
Tap Add stocks at the bottom. Search for the ticker you want. Broadcom (AVGO) pops up. Tap the plus icon and it’s in your nest, starting at 0%. You’ll set the exact allocation in the next step.
Add stocks
Broadcom Inc.
Avis Budget Group
Already in nest
Add a new stock
Step 3
Adjust Your Allocations
Now you see all six stocks with sliders. You pull AAPL down from 30% to 25%. Slide AVGO up to 15%. Remove AMD entirely with the trash icon. The total reads 100%. Balanced.
If you don’t want to do the math yourself, tap Even split to divide equally, or Distribute remainder to spread whatever’s left across your holdings.
Adjust your allocations
Step 4
Review Your Changes
Coinage shows you exactly what changed before anything happens. AAPL reweighted from 30% to 25%. AVGO added at 15%. AMD removed. No surprises.
You can save these allocations for future buys only (new money follows the new weights) or tap Rebalance Now to restructure your existing holdings too.
Allocation Updated
Review the updates below.
Save for future buys
Review your changes
Step 5
Place Your Orders
One screen. Every trade laid out. Coinage sells $481 of AMD and $240 of AAPL, then buys $722 of AVGO. You see the exact dollar amounts before you confirm. One tap and it’s done.
What used to be six separate trades on a traditional broker is now a single button. Your nest reflects your updated thinking. Your recurring investment follows the new allocations from here on out.
SELLS (2)
BUYS (1)
Confirm your trades
Your portfolio should move as fast as your thinking
Download Coinage. Build a Nest. And when your conviction changes, change your Nest in thirty seconds.
Download Coinage