Overview
You can view your overall portfolio or individual stocks performance over different time periods (e.g., 1 day, 1 month, YTD, 1 year, all time) directly from the Invest tab. Steps differ slightly depending on whether you're using the M1 mobile app or the web platform.
On Mobile
Navigate to the Invest tab.
Select the account you'd like to view performance for.
Tap the small chart icon in the top right corner of the pie.
Choose your desired time period from the options shown.
On Web
Navigate to the Invest tab.
Select the account you'd like to view performance for.
Above the pie chart, to the right, you'll see the available time period options.
Select a time period to filter the performance chart to that range.
Brokerage accounts on the M1 platform are either fully disclosed to APEX Clearing or cleared through M1 Finance LLC. Please look at your account statement to determine how your account is cleared.
All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future performance. Using margin can add to these risks. Users utilizing APEX cleared margin accounts should review the APEX margin account risk disclosure before borrowing. Users utilizing M1 cleared margin accounts should review the M1 margin account risk disclosure before borrowing. M1 Margin Loans are available on margin accounts with at least $2,000 invested per account. Not available for Retirement or Custodial accounts. Margin rates may vary.
Brokerage products and services are offered by M1 Finance LLC, Member FINRA / SIPC, and a wholly owned subsidiary of M1 Holdings, Inc.
Advisory products and services are offered by M1 Advisory Services, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Advisory services are distinct from the brokerage products and services offered by M1 Finance LLC. Clients receiving advisory services must also maintain brokerage accounts with M1 Finance LLC, which is a separate legal entity and a Member FINRA/SIPC. For important information about M1 Advisory Services, LLC, including fees, services, and conflicts of interest, please review our Form ADV Part 2A and Form CRS
This content was generated using artificial intelligence and is intended for informational and educational purposes only. While reasonable efforts are made to ensure accuracy, AI-generated outputs may omit key context; and should not be construed as financial, investment, legal, or tax advice. Users should independently verify all information and consult a qualified professional before making any financial decisions.
SAIF-09292026-cfntxqjy