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Investing in Custom Pies

 

Custom Pies

Custom Pies are collections of stocks, ETFs, or other Pies that empower you to further organize and manage your investment portfolio. 

 

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On Mobile:

 

Creating your Custom Pie

Navigate to the menu in the Research tab and click on My Pies. From there, click the plus sign on the top right to add a new Custom Pie. Choose from more than 6,200 stocks and exchange traded funds (ETFs) to create a Custom Pie using the Pie creation tool.  

Mobile_InvestCustomPie-1.jpg

 

Adding your Custom Pie 

Once you create your Custom Pie, it is not immediately incorporated in 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, you will need to add it to your overall portfolio. To do this, navigate to the portfolio screen and click on the plus sign on the bottom right corner. Click the "Edit Pie" button, and then click the teal plus sign button next to your Pie. Tap "My Pies" on the top row and choose the Custom Pie you wish to add to your portfolio. Then, just set the target weight of your Custom Pie and tap save! 

Mobile_InvestCustomPie-2.jpg

 

Initial Funding

Once your Custom Pie is added to your overall 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

Mobile_InvestCustomPie-3.jpg

 

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, open the Invest menu, click "Add Account," 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. 

Mobile_InvestCustomPie-4.jpg

 

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On Web:

 

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.

Web_InvestInCustomPie-1.jpg

 

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.

Web_InvestInCustomPie-2.jpg

 

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.

 

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. 

Web_InvestInCustomPie-3.jpg

 

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