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Invest in a second Pie
Updated over a week ago

Second Pie

You can add in a second Pie to your portfolio, as a Slice.

Custom Pies

Custom Pies are collections of stocks, ETFs, cryptocurrencies, or other Pies that empower you to further organize and manage your investment portfolio.

Creating your Custom Pie

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

  2. Choose from more than 6,200 stocks and exchange traded funds (ETFs) or all currently available crypto coins to create a Custom Pie using the Pie creation tool

Adding your Custom Pie to your portfolio

Once you create your Custom Pie, it is not immediately incorporated in your portfolio. It lives in the My Pie section of the app, where you can create and experiment with new Custom Pies before they are funded.

To invest in your Custom Pie, you will need to add it to your overall portfolio as a Slice. To do this:

  1. Under the Invest tab, select “Portfolio"

  2. Select "Edit"

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

  3. Select the blue "Add Slice" button

  4. Select "My Pies" from the menu at the top and select the Custom Pie you wish to add to your portfolio

  5. When you are ready to add your selected Pie to your portfolio, select "Done"

  6. Set the target weight of your Custom Pie and save

Initial Funding

Once your Custom Pie is added to your overall portfolio, it will be included in all future trading events. For more information on how the M1 Automated Trading System works please read: How M1 Trades.

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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