Custom Pies
Custom Pies give you the power to customize, organize, and manage your investment portfolio.
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Mobile:
Creating your Custom Pie
1. Go to the Research tab.
2. Click on the three bars in the top left corner. Tap “My Pies”
3. Tap the plus sign on the top right to add a new Custom Pie.
4. Choose the stocks and ETFs you want included by tapping into them and tapping “Add To Pie”
5. Once you’ve selected everything you want to add, set the target percentages and click “done”.
6. Click “Save” and enter pie name.
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 of the app, where you can create and experiment with new Custom Pies before they are funded.
To invest in your Custom Pie, add it to your overall portfolio.
To do this:
1. Go to the portfolio screen and tap the “manage pie” button on the bottom right corner.
2. Tap "Manage Pie” and “Edit pie”
3. Tap the plus button, then navigate to "My Pies" tab on the top row and choose the Custom Pie you wish to add to your portfolio. Tap the blue check mark button next to your Pie.
4. Adjust the target percentages the other holdings, ensuring your total percentage equals 100%. Select “Save.”
5. Tap “Save”
Initial funding
Once your Custom Pie is added 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.
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Web:
Creating your Custom Pie
1. Go to the Research tab
2. Click on "My Pies" and click "Create New Pie" button.
3. Choose the stocks and ETFs by checking the box next to them. Click “Add.”
4. Input target percentages and click “save.”
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 of the app, where you can create and experiment with new Custom Pies before they are funded.
To invest in your Custom Pie, add it to your overall portfolio.
To do this:
1. Go to the Research tab, then click “My Pies”
2. Select Invest account and click "Add”
3. Adjust the target percentages the other holdings, ensuring your total percentage equals 100%. Select “Save.”
Another way to do this:
1. Navigate to the Invest tab
2. Click "Edit" on your Portfolio screen
3. Click “Add”
4. Click “My Pies”. Check the box next to the Custom Pies you want to add and click “Add”
5. Adjust the target percentages the other holdings, ensuring your total percentage equals 100%. Select “Save.”
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.
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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.
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.
If you have further questions, please contact us.