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Support Center

How do I edit my portfolio? (Mobile)

An M1 user, always has complete control of their portfolio and can make edits to your slices (stocks, ETFs, Pies) at any time. When editing your portfolio, you have the power add, remove or change the target percentages on slices.

Pie Details 

In order to edit your portfolio,  you will have to first get to your Pie Details page, to get their click the 'i' button on the portfolio page. Then slide over to 'allocations'.

 

M1_FAQ_Mobile_PieDetails.gif

Add

 

To add a slice, click the blue '+' button. You will then choose any new stock, ETF, or Pie to add to your portfolio.

 

After you choose your new slices, they will queue up. When you are ready to add them to your portfolio, go ahead and click done.

 

M1_FAQ_Mobile_AddSlice.gif

 

 

 

Remove 

Android 

To remove a slice, on the 'Allocations' page, click the box next to a slice and then click remove. Removing a slice will trigger M1 to sell that slice during the next trading window.

 

M1_FAQ_Mobile_RemoveSlice-Android.gif

 

 

iPhone 

To remove a slice, on the 'Allocations' page, click the box next to a slice and then click remove. Removing a slice will trigger M1 to sell that slice during the next trading window.

 

M1_FAQ_Mobile_RemoveSlice-iOS.gif

 

Change Targets 

To update your target percentages, change the percentages to the new targets and click 'save'

 

M1_FAQ_Mobile_ChangePercentage.gif

 

 

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