Investing in Custom Pies  

 

Custom Pies 

Custom Pies give you the power to customize, organize, and manage your investment portfolio. 

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Mobile: 

Creating your Custom Pie 

1. Go to the Research tab. 

M1 Finance mobile account screen reserach tab

2. Click on the three bars in the top left corner. Tap My Pies 

M1 Finance mobile account screen my pies on menu dropdown

3. Tap the plus sign on the top right to add a new Custom Pie.

M1 Finance mobile account screen my pies sectionM1 Finance mobile account screen create new pie

4. Choose thstocks and ETFs you want included by tapping into them and tapping “Add To Pie” 

M1 Finance mobile account screen add slices

5. Once you’ve selected everything you want to add, set the target percentages and click “done”. 

M1 Finance mobile account screen adjust percentages

6. Click “Save” and enter pie name. 

M1 Finance mobile account screen enter pie name

Adding your Custom Pie to your portfolio 

Once you create your Custom Pie, it is not automatically added to 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, add it to your overall portfolio. 

To do this: 

1. Go to the portfolio screen and tap the “manage pie” button on the bottom right corner. 

M1 Finance mobile account screen portfolio

2. Tap "Manage Pie” and “Edit pie”

M1 Finance mobile account screen manage pie, edit pie3. Tap the plus button, then navigate to "My Pies" tab on the top row and choose the Custom Pie you wish to add to your portfolio. Tap the blue check mark button next to your Pie  

M1 Finance mobile account screen add pie

4. Adjust the target percentages the other holdings, ensuring your total percentage equals 100%. Select “Save.” 

M1 Finance mobile account screen adjust percentages

5. Tap “Save” 

 

Initial funding 

Once your Custom Pie is added 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. 

M1 Finance mobile account screen portfolio

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Web: 

Creating your Custom Pie 

1. Go to the Research tab 

M1 Finance web account screen portfolio

M1 Finance web account screen reserach tab

2. Click on "My Pies" and click "Create New Pie" button. 

M1 Finance web account screen my pies

3. Choose the stocks and ETFs by checking the box next to them. Click “Add.” 

M1 Finance web account screen add slices

4. Input target percentages and click “save.” 

M1 Finance web account screen adjust percentages

Adding your Custom Pie to your portfolio 

Once you create your Custom Pie, it is not automatically added to 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, add it to your overall portfolio. 

To do this: 

1. Go to the Research tab, then click “My Pies” 

M1 Finance web account screen my pies

2. Select Invest account and click "Add” 

M1 Finance web account screen add pie to invest account

3. Adjust the target percentages the other holdings, ensuring your total percentage equals 100%. Select “Save.” 

M1 Finance web account screen adjust percentages

Another way to do this: 

1. Navigate to the Invest tab 

M1 Finance web account screen portfolio

2. Click "Edit" on your Portfolio screen  

M1 Finance web account screen edit portfolio

3. Click “Add” 

M1 Finance web account screen add to portfolio

4. Click “My Pies”Check the box next to the Custom Pies you want to add and click “Add”

M1 Finance web account screen add my pie 

5. Adjust the target percentages the other holdings, ensuring your total percentage equals 100%. Select “Save.” 

M1 Finance web account screen adjust percentages

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. 

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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.  

  

Are the same stocks allowed in different Pies? 

Every Pie is independent, so the same stock can be held in two different Pies.  

During a trade window, if the M1 trading algorithm indicates buying "Stock A" in one Pie and selling "Stock A" in another, the orders would be internally netted first and only the net amount would be executed.  

M1 will never buy and sell the same security on the same day. 

 

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