Invest in a second Pie

Second Pie:

You can add in a Second Pie "My Pie" to your portfolio, as a slice.

Custom Pies

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

 

You can watch our short how-to videos here:

 

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On Mobile:

 

Creating your Custom Pie

Navigate to the menu in the Research tab and click on My Pies. From there, click the plus sign on the top right to add a new Custom Pie. Choose from more than 6,200 stocks and exchange traded funds (ETFs) to create a Custom Pie using the Pie creation tool.  

 

M1 Finance mobile account screen my piesinvest_in_a_second_pie_1_mobile.PNG

Adding your Custom Pie 

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. To do this, navigate to the portfolio screen and click on the plus sign on the bottom right corner. Click the "Edit Pie" button, and then click the teal plus sign button next to your Pie. Tap "My Pies" on the top row and choose the Custom Pie you wish to add to your portfolio. Then, just set the target weight of your Custom Pie and tap save! 

M1 Finance mobile account screen research tab

M1 Finance mobile account screen my portfolioinvest_in_a_second_pie_4_mobile.png

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.

 

What if I don't want to add a Custom Pie to my portfolio?

Some people don't want to add a newly created Custom Pie to their current portfolio or they want to manage their cash movements separately with their new Custom Pie. To accomplish this, create a new account/portfolio under your single M1 login. To create a new account, open the Invest menu, click "Add Account," and go through the add account flow. Once you've created your new account, you can now add your Custom Pie to this portfolio and manage it completely separately from your original portfolio. 

M1 Finance mobile account screen add slices

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On Web:

Creating your Custom Pie

Choose from more than 6,200 stock and exchange traded funds (ETFs) to create a Custom Pie, using the Pie creation tool. To create a new Custom Pie, navigate to the Research tab, click on "My Pies" and click on the "Create new Pie" button.

M1 Finance web account screen my pies

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 Pies 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. To do this, just click on the "Add to Portfolio" link in your My Pies screen. Alternately, you can click the "Edit" button on your Portfolio screen and add your new Custom Pie from there.

 

Initial Funding

Once you have added your Custom Pie to your 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.

 

What if I don't want to add a Custom Pie to my portfolio?

Some people don't want to add a newly created Custom Pie to their current portfolio or they want to manage their cash movements separately with their new Custom Pie. To accomplish this, create a new account/portfolio under your single M1 login. To create a new account, click on your account under your name in the dashboard and go through the add account flow. Once you've created your new account, you can now add your Custom Pie to this portfolio and manage it completely separately from your original portfolio. 

M1 finance web account screen my portfolio

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If you have further questions, please contact us.

 

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. 

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