You can share your Custom Pies on M1 with friends, family, or anyone you’d like. Sharing a Pie makes it easy to show others your investment ideas and allows them to explore or use your Pie as the basis for their own portfolio.
Sharing a Pie does not automatically invest for the recipient—it simply shares your Pie configuration. Recipients can choose to invest as-is or customize the Pie for themselves.
Why share a Pie?
Showcase your strategy: Share your investment ideas or favorite mixes of stocks, ETFs, or Pies.
Collaborate: Work together with friends or family to develop investment strategies.
Educate: Use shared Pies to help others learn about investing with M1’s tools.
Easily refer friends: When you share a Pie, you’re also able to invite others to M1 through the Refer & Earn program.
Note: You cannot share a Pie if it contains any inactive or delisted Slices.
How to share a Pie (Web)
Log in to your M1 account at M1.
Navigate to the “My Pies” menu on the left.
Click on the Pie you want to share.
Click “Share this Pie” (look for the share icon).
A shareable link will appear—copy the link and send it to anyone you’d like.
How to share a Pie (M1 App)
Open the M1 Finance app for iOS or Android.
Tap the Portfolio tab.
Tap on the Pie you want to share.
Tap the plus (+) icon at the bottom right of your screen.
Tap “Share Pie”.
Copy the link and share it by text, email, or social media.
What happens when someone receives a shared Pie?
The recipient clicks on your Pie link.
They see the details of your Pie—percent allocations, holdings, and historical performance.
The recipient can:
Invest in the Pie as-is.
Customize the Pie by editing Slices or allocations.
Save the Pie to their own account for future investing.
Tip: Sharing a Pie does not move money or create trades for them. It only shares the Pie’s structure.
Common ways to use shared Pies
Invite a friend to try your personal investment mix.
Share a themed Pie (e.g., “Clean Energy Mix” or “Dividend Growth”).
Post a Pie link on social media, a blog, or by email for others to explore.
Help a family member or client get started with a diversified portfolio.
Using Pie sharing with the Refer & Earn Program
Whenever you share a Pie, it is automatically connected with your unique referral link. If a new user opens an M1 account, meets all requirements, and uses your specific link, both you and the recipient may be eligible for a cash bonus.
How does it work?
Share your Pie with your referral link. If the recipient is new to M1, they can sign up using your referral.
The referred user must:
Open a new M1 account.
Deposit at least $10,000 within 30 days of sign up.
Leave the deposit in their account for at least 30 days.
Both you and your friend receive $75 within 14 business days after meeting the requirements.
Note: Referral bonus amounts and requirements may change. See M1’s official Refer & Earn terms for the latest details.
Frequently asked questions (FAQs):
Can I share any Pie?
No. You cannot share a Pie if it contains inactive or delisted Slices.
Will recipients automatically invest in my Pie if they use the link?
No. They’ll be able to view, customize, and optionally invest in the Pie’s structure—it does not initiate any trades by itself.
Do existing M1 users qualify for referral bonuses?
No. Only new M1 accounts using your referral and meeting all requirements qualify for Refer & Earn bonuses.
What happens if someone removes or edits Slices after receiving my Pie?
The recipient can freely customize the Pie after importing it to their account without affecting your original Pie.
All examples above are for informational purposes and should not be considered an offer to buy or sell certain stocks. M1 does not provide investment advice.
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.
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