Pies are the building blocks of a portfolio at M1. They house your stocks and funds or crypto. You can create a Pie, or groups of Pies, to help you visualize and move toward your long-term financial goals.
Key Terms
Portfolio - A portfolio is a single M1 investment account. Each portfolio is made up of one or more Pies. For example, your M1 Individual Brokerage Account would be one portfolio. Your M1 Roth IRA would be a separate portfolio.
Pie - A Pie is a group of investments. Pies are used to organize and optimize your portfolio and your investment strategy. You can create a Custom Pie, choose a Model Portfolio, use a shared Pie from a friend, or all of the above!
Inside Pies are Slices.
Slice - A Slice can house an individual investment, another Pie, or a group of Pies. Portfolios can have a total of 100 Slices.
How it works
Select investments to add to your Pie. Each investment will represent one Slice.
Set how much you’d like of each Slice. This is the target percentage, and it tells us how much of your Pie you’d like to see invested in that Slice. All Slices correspond to a portion of your overall portfolio.
Once you fund your Pie, if Auto-invest is on, money will automatically flow into your investments to reach your target percentages.
Easily visualize portfolio performance. Slices that outperform their target weight will grow away from the center of the Pie, while underperforming slices will shrink closer to the center of the Pie.
As you continue to fund your portfolio with Auto-invest on, money will automatically flow into your investments to bring Slices closer to their original target percentages. M1 calls this funding methodology Dynamic Rebalancing.
Building your portfolio
Get started building your M1 portfolio with short how-to videos on building your first Pie.
Editing your portfolio
You can add, remove, or edit Slices at any time, so you’re always invested exactly how you want.
Move Slices between Pies by following the guide here. Keep in mind, using the Move Slices feature may cause trades to take place in other accounts you use the same Pie in. Visit our article on Moving Slices when Pies are used in more than one account for more information.
Types of Pies
Custom Pies - Custom Pies let you choose from individual stocks and funds or crypto to build your ideal long-term portfolios. You cannot combine crypto with equities in one Pie as these are two different account types. You will need to build a Pie for your Crypto Account and a Pie for your other Invest Account(s).
Model Portfolios - Model Portfolios are created by M1 using well known strategies to meet particular goals, align with your risk tolerance, or allow you to easily invest in entire industries.
Some of M1 Model Portfolios follow proven methodologies used by some of the world’s most successful brokerages and advisors.
Model Portfolios are rebalanced regularly to realign with their investment strategy.
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