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Investing in Custom Pies  
Updated over a week ago

Custom Pies give you the power to customize, organize, and manage your investment portfolio.

To create a Custom Pie:

  1. Navigate to "My Pies"

  2. Select "Build a stock-and-fund Pie" or "Build a crypto Pie"

  3. Name your Pie and add an optional description

  4. Choose the stocks and ETFs or coins you want included

  5. Once you’ve selected everything you want to add, set the target percentages

Adding your Custom Pie to your portfolio

Once you create your Custom Pie, it is not automatically added to your portfolio. It lives in the My Pie section, allowing you to create and experiment with new Custom Pies before they are funded.

To invest in your Custom Pie, add it to your overall portfolio:

  1. Navigate to your Portfolio

  2. Select “Edit”

    • If you’re on mobile, swipe up on the bottom of your screen to access the “Edit” button

  3. Select "Add Slice"

  4. Navigate to "My Pies" tab on the top row and choose the Custom Pie you wish to add to your portfolio

  5. Adjust the target percentages the other holdings, ensuring your total percentage equals 100%

  6. Remember to "Save"

Initial funding

Once your Custom Pie is added to your portfolio, it will be included in all future trading events.Your portfolio will not automatically rebalance once a new Pie is added. For more information on how the M1 Automated Trading System works please read: How M1 Trades.

Are the same stocks allowed in different Pies?

Every Pie is independent, so the same stock can be held in two different Pies.

During a trade window, if the M1 trading algorithm indicates buying "Stock A" in one Pie and selling "Stock A" in another, the orders would be internally netted first and only the net amount would be executed.

M1 will never buy and sell the same security on the same day.

All examples above are for informational purposes and should not be considered an offer to buy or sell certain securities. M1 does not provide investment advice.

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.


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