Edit my M1 portfolio

You can watch our short how-to videos below:

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Overview

At M1 you have complete control of your portfolio and can edit your slices (stocks, ETFs, Pies) at any time.   

When editing your portfolio, you have the power to add, remove, or change the target percentages on slices.  

If this is your first portfolio, you can read a step-by-step guide on building your portfolio. 

Keep in mind: 

  • You can have a maximum of 100 slices per portfolio.  If your portfolio goes over 100 slices, you will need to decrease the total number of slices in the portfolio before you can edit or save your changes.   
  • The total target percentage of Slices must equal 100% before you are able to save changes, and each Slice must have a target percentage of at least 1%.
  • Any buy order must equal a minimum of $1.00 per security before a trade will be executed. 

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Editing On Mobile

Pie details

To edit your portfolio on mobile:

  1. Under the Invest tab, tap “Portfolio."
  2. Tap “Manage Pie."
  3. Tap "Edit Pie."

Moving_Slices_Edit_3.png

Add

To add a Slice, click the blue ‘Add Slice’ button.   

M1 Finance mobile account screen add slice

  • You will then choose any new stock, ETF, or Pie. You can learn how to create and add a new Pie here. 
  • When you are ready to add your selected slices to your portfolio, click ‘done.’  

M1 Finance mobile account screen select slices

Adjust the target percentages of the Slices in the Pie you are moving Slices to. These allocation changes will occur over time as money flows into your account if Auto-Invest is enabled.  
 
Keep in mind, adjusting your target percentages won‘t launch an account rebalance, where holdings are bought and sold to match your new target percentages. If you’d like to do that, Learn more about rebalancing your portfolio. 

Make sure:  

  • Each slice is allocated at least 1%. 
  • The target percentages of all the slices add up to 100%.   

You will not be able to save your changes until the total percentage equals 100%.  

 

M1 Finance mobile account screen edit target percentages

Keep in mind, you will also not be able to save a pie with an inactive security. A security may become inactive after a corporate action.  

M1 Finance mobile account screen inactive security

Save changes 

Pressing the “X” button on the top left-hand corner of the screen will prompt you to save your changes or close without saving. 

M1 Finance mobile account screen confirm exit

When you’re ready to confirm your changes on a given pie, tap ‘Save’ in the top right-hand corner of your screen. 

 M1 Finance mobile account screen save changes

Move
To move a Slice or Slices, edit your portfolio on Web. For more information on moving Slices, see this
article.

Remove

M1 Finance mobile account screen remove slice

To remove a Slice, select your slice and press the “remove” button on the right-hand side of your screen.  

Removing a slice will trigger M1 to liquidate that slice during the next trade window.  

When removing a slice, the proceeds of the liquidation will be reinvested into your Pie based on your target percentages. This will happen regardless of your auto-invest settings.

 

Change Target Percentages

To update your target percentages, use the “+” and “-” tabs and click “Save.”  

M1 Finance mobile account screen change target percentages

Keep in mind, adjusting your target percentages won‘t launch an account rebalance, where holdings are bought and sold to match your new target percentages. If you’d like to do that, Learn more about rebalancing your portfolio.   

Confirm Changes 

After tapping save, you can review the changes to your portfolio and confirm any removed or added slices.  

Any modified slices in your portfolio will be summarized for review. To save these changes, you may tap the blue “Confirm” button on the bottom of your screen. 

M1 Finance mobile account screen confirm changes

* Utilizing the Moving Slices feature may cause trades to take place in other accounts you use the same pie in. Please visit our article on Moving Slices when Pies are used in more than one account for further information  

Additionally, securities received after a corporate action or account transfer are unable to be moved to a pie used in several locations in your portfolio or across accounts. 

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Editing On Web: 

To edit your portfolio on web: 

1. Under the Invest tab, select “Portfolio." 

2. Select "Edit." 

M1 Finance web account screen edit portfolio

Add 

To add a Slice, click the blue “Add Slice” button in the middle of the screen. 

Moving_Slices_Edit_7.png

  • You will then select any new stock, ETF, or Pie. You can learn how to create and add a new Pie here.  
  • When you are ready to add your selected Slices to your Pie, click 'Add’ on the bottom right-hand side of the screen. 

M1 Finance web account screen add slice

Make sure:  

  • Each slice is allocated at least 1%. 
  • The target percentages of all the slices add up to 100%.   

Moving_Slices_Edit_8.png

You will not be able to save your changes until the total percentage equals 100%.  

Keep in mind, you will also not be able to save a pie with an inactive security*. A security may become inactive after a corporate action.  

Moving_Slices_Edit_4.png

*This is an example of what an inactive security would look like on your portfolio. The identified inactive security in the picture above is not reflective of our current platform. 

 

 Save Changes  

Moving_Slices_Edit_2.png

When you’re happy with your changes, click “Continue” in the top right-hand corner of your screen. 

Pressing the “Cancel” button on the top right-hand corner of the screen will prompt you to save your changes or close without saving. 

Move

To move a Slice or Slices, see this article.

Delete

Moving_Slices_Edit_7.png

To delete a slice:  

1. Under the Invest tab, click “Portfolio." 

2. Click “Edit." 

3. Check the box next to the slice you want to remove. 

4. Click “Delete." 

5. Adjust the target percentages of the other Slices in your Pie.  

 

Make sure:  

  • Each Slice is allocated at least 1%. 
  • The target percentages of all the slices add up to 100%.  

When you’re happy with your changes, click “Save.”  

Deleting a slice will trigger M1 to liquidate that slice during the next trade window.  When deleting a Slice, the proceeds of the liquidation will be reinvested into your Pie based on your target percentages. This will happen regardless of your Auto-Invest settings. 

  

Change Target Percentages 

Moving_Slices_Edit_8.png

To update your target percentages:  

1. Under the Invest tab, click “Portfolio." 

2. Click “Edit." 

3. Click the box to the right of the slice. 

4. Type in the desired percentage. 

5. Click “Continue." 

 

Make sure:  

  • Each slice is allocated at least 1%. 
  • The target percentages of all the slices add up to 100%.  

Keep in mind, adjusting your target percentages won‘t launch an account rebalance, where holdings are bought and sold to match your new target percentages. If you’d like to do that, Learn more about rebalancing your portfolio.

 

Confirm Changes 

After clicking save, you can review the changes to your portfolio and confirm any removed or added slices.   

Any modified slices in your portfolio will be summarized for review. To save these changes, you may click the blue “Confirm” button on the bottom of your screen. 

M1 Finance web account screen confirm changes

 

If you have further questions, please contact us.

 

*Utilizing the Moving Slices feature may cause trades to take place in other accounts you use the same pie in. Please visit our article on Moving Slices when Pies are used in more than one account for further information  

Additionally, securities received after a corporate action or account transfer are unable to be moved to a pie used in several locations in your portfolio or across accounts. 

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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