You are using an outdated/unsupported browser. Please upgrade your browser to improve your experience.

Support Center

How to invest in a Custom Pie? (Mobile)

My Pies

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

 

M1_FAQ_Mobile_CreateMyPie.gif

 

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 then click the three dots in the upper righthand corner and select "Edit Pie." Click the big blue plus button, tap "My Pies" 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! 

 

M1_FAQ_Mobile_AddingMyPie.gif

 

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

 

M1_FAQ_Mobile_InitialFunding.png

 

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, 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.

 

M1_FAQ_Mobile_AddAccount.gif

Have more questions? Submit a request