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. To create a new Custom Pie, navigate to the Research tab, click on "My Pies" and click on the "Create new Pie" button.
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.
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.