![]() ![]() You may edit your portfolio to add this Pie in several locations. Once each level of the portfolio equals 100%, you are ready to click “Save” and begin investing.Ĭustom Pies without any Slices cannot be saved, either delete or add slices totaling 100% to save.Īfter creation, M1 will allow you to use your pie in multiple locations in your portfolio. Target allocation percentages can be set on Pies and individual slices within your portfolio. All slices within a Pie must add up to 100%.Now, you’re ready to set target allocation percentages.Īfter arranging your Pie within the overall portfolio, you’ll set target allocations for each Slice. Your Slices will then be added to the custom Pie you choose. You can check the boxes on the left of the Slices and click the Pie icon, which can be found in the top right corner, to move your selections into an existing custom Pie. Individual Slices can be moved into custom Pies using the “Select” tool. ![]() Slices can also be dragged from one custom Pie to another, or you can drag a Slice from a custom Pie to the root level of the portfolio. Each custom Pie must have at least one slice in order to save.Īfter dragging your Slices into P ies, y ou can click on a custom Pie to see individual Slices within. You can also use the drag & drop tool to move securities into a custom Pie.Įach slice that can be dragged into a custom Pie will show a drag icon on the right side of the screen. You can click on the question mark icon to enable or disable the tutorial at any point.Ĭhoose “Create New Pie” in order to group your selections together into their own Pie. The new Pie can then be re-named with a description to make it easily identifiable. You will then see your new custom Pie at the top of page. This tutorial shows M1’s new and improved suite for portfolio and Pie creation. Then, you'll be redirected to the portfolio organizer tutorial. Once you’ve selected all securities that you want in your portfolio, tap "Done”. You'll be redirected to a screen where you can name your new portfolio, see your selected securities, and begin to organize into your Pies. To add an Expert Pie to your portfolio, you can either tap on the plus sign on the Expert Pie or the "Add to Pie" button in the details screen. To browse our Expert Pies, tap on the categories you’re interested in and tap on any Expert Pie to see details such as the holdings in that Pie, return history, expense ratio, and dividend yield. M1 Expert Pies are a collection of portfolios of stocks and ETFs ranging from general investing, responsible investing, to hedge fund followers. You’ll also see a tab called Expert Pies. To add a stock or fund to your portfolio, you can either tap on the plus sign on the stock or the "Add to Pie" button in the details screen. You'll be able to see news related to that company, price history, and a profile of that company. T ap the stock you're interested in to see more details and company information. You can then make your Slice selections on this page. When you first log on to M1, you'll be asked to finish setting up your account and building your portfolio.Ĭlick “Choose securities” to view M1’s supported list and/or Expert Pies. These changes will let you have better control over your new portfolio with an easy-to-use tool. ![]()
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