Custom Pies are collections of stocks, ETFs, or other Pies that empower you to further organize and manage your investment portfolio.
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.
Adding your Custom Pie
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. You can add a Custom Pie to your portfolio directly from the My Pies page, or when editing your portfolio.
Once your Custom Pie is included in 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 current active 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, go ahead and create a new account/portfolio under your single M1 login. To create a new account, click 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.