Create my M1 portfolio

To get started investing, you’ll first need to create your portfolio  

For a refresher on the differences between portfolio, Pie, and slice, check out the M1 glossary 

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What’s New? 

  • You're now able to create Pies directly in the portfolio organizer.  
  • A brand-new drag and drop feature to move slices to new locations within the portfolio before funding your account. 
  • An enhanced explanation between the difference between Pies, slices, and your portfolio. 

These changes will let you have better control over your new portfolio with an easy-to-use tool. 

Mobile: 

When you first log on to M1, you'll be asked to finish setting up your account and building your portfolio.  

M1 Finance mobile account onboarding screen to finish setting up your M1 account

Click “Choose securities” to view M1’s supported list and/or Expert Pies.  You can then make your slice selections on this page. 

M1 Finance mobile account screen add slices

Tap the stock you're interested in to see more details and company information. You'll be able to see news related to that company, price history, and a profile of that company.  

M1 Finance mobile account screen amazon security details

To add a stock or fund to your portfolio, you can either tap on the plus sign on the stock or the "Add to Pie" button in the details screen. 

M1 Finance mobile account screen add slice

You’ll also see a tab called Expert Pies. M1 Expert Pies are a collection of portfolios of stocks and ETFs ranging from general investing, responsible investing, to hedge fund followers.

M1 Finance account expert pies tab

To browse our Expert Pies, tap on the categories you’re interested in and tap on any Expert Pie to see details such as the holdings in that Pie, return history, expense ratio, and dividend yield.  

M1 Finance mobile account screen moderately consrevative expert pie details

To add an Expert Pie to your portfolio, you can either tap on the plus sign on the Expert Pie or the "Add to Pie" button in the details screen. 

M1 Finance mobile account screen add expert pie to portfolio

Once you’ve selected all securities that you want in your portfolio, tap "Done”. You'll be redirected to a screen where you can name your new portfolio, see your selected securities, and begin to organize into your Pies. 

M1 Finance mobile account screen edit portfolio nameM1 Finance mobile account screen change target percentages

NEW Features:  

Helper: 

Then, you'll be redirected to the portfolio organizer tutorial. This tutorial shows M1’s new and improved suite for portfolio and Pie creation. 

You can click on the question mark icon to enable or disable the tutorial at any point. 

M1 Finance mobile account screen helper feature search securitiesM1 Finance mobile account screen build first portfolio edit target percentages

M1 Finance mobile account screen name helper feature name portfolio

Create New Pie: 

Choose “Create New Pie” in order to group your selections together into their own Pie. The new Pie can then be re-named with a description to make it easily identifiable. You will then see your new custom Pie at the top of page. 

M1 Finance mobile account screen create new pieM1 Finance mobile account screen add security to pie 

Drag & drop 

You can also use the drag & drop tool to move securities into a custom Pie.  

Each slice that can be dragged into a custom Pie will show a drag icon on the right side of the screen. Each custom Pie must have at least one slice in order to save. 

M1 Finance mobile account screen drag amazon security into pieM1 Finance mobile account screen drop amazon security into pie

After dragging your slices into Pies, you can click on a custom Pie to see individual slices within. 

M1 Finance mobile account screen view slices within pie

Slices can also be dragged from one custom Pie to another, or you can drag a Slice from a custom Pie to the root level of the portfolio. 

 

Bulk Select 

Individual Slices can be moved into custom Pies using the “Select” tool. You can check the boxes on the left of the Slices and click the Pie icon, which can be found in the top right corner, to move your selections into an existing custom Pie. 

M1 Finance mobile account screen select slices to move to pieM1 Finance mobile account screen select pie to move slices to

Your Slices will then be added to the custom Pie you choose. Now, you’re ready to set target allocation percentages. 

 

Set Targets 

After arranging your Pie within the overall portfolio, you’ll set target allocations for each Slice.  

  • Input your desired target percentage.  
  • All slices within a Pie must add up to 100%.

  M1 Finance mobile account screen adjust target percentages to equal 100%M1 Finance mobile account screen confirm target percentages

Target allocation percentages can be set on Pies and individual slices within your portfolio.  

Once each level of the portfolio equals 100%, you are ready to click “Save” and begin investing.  

Custom Pies without any Slices cannot be saved, either delete or add slices totaling 100% to save. 

M1 Finance mobile account screen set target percentages to equal 100%

The next step in getting started is making your first deposit. Check out our guide for step-by-step directions.  

 

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Web: 

 When you first log on to M1, you'll be asked to finish setting up your account and building your portfolio.  

M1 Finance web account screen build portfolio

Click “Choose securities” to view M1’s supported list and/or Expert Pies.  You can then make your slice selections on this page. 

M1 Finance web account screen choose securities

Click the stock you're interested in to see more details and company information. You'll be able to see news related to that company, price history, and a profile of that company.  

M1 Finance web account screen stock information

To add a stock or fund to your portfolio, you can either check the box to the left of the stock or the "Add to Basket" button in the details screen. 

M1 Finance web account screen add stock to basketYou’ll also see a tab called Expert Pies.  M1 Expert Pies are a collection of portfolios of stocks and ETFs ranging from general investing, responsible investing, to hedge fund followers. 

M1 Finance web account screen expert pies overviewTo browse our Expert Pies, tap on the categories you’re interested in and tap on any Expert Pie to see details such as the holdings in that Pie, return history, expense ratio, and dividend yield.  

M1 Finance web account screen browse expert pies

To add an Expert Pie to your portfolio, you can either check the box to the left of the pie or the "Add to Basket" button in the details screen. 

M1 Finance web account screen add pie to basket

Once you’ve selected all securities that you want in your portfolio, tap "Done”. You'll be redirected to a screen where you can name your new portfolio, see your selected securities, and begin to organize into your Pies. 

M1 Finance web account screen name portfolio

NEW Features:  

Helper: 

Then, you'll be redirected to the portfolio organizer tutorial. This tutorial shows M1’s new and improved suite for portfolio and Pie creation. 

You can click on the question mark icon to enable or disable the tutorial at any point. 

M1 Finance web account screen helper tool

Create New Pie: 

Choose “Create New Pie” in order to group your selections together into their own Pie. The new Pie can then be re-named with a description to make it easily identifiable. You will then see your new custom Pie at the top of page. 

M1 Finance web account screen create new pie

Drag & drop 

You can also use the drag & drop tool to move securities into a custom Pie.  

Each slice that can be dragged into a custom Pie will show a drag icon on the right side of the screen. Each custom Pie must have at least one slice in order to save. 

M1 Finance web account screen drag and drop

After dragging your slices into Pies, you can click on a custom Pie to see individual slices within. 

M1 Finance web account screen custom pie

Slices can also be dragged from one custom Pie to another, or you can drag a Slice from a custom Pie to the root level of the portfolio. 

 

Bulk Select 

Individual Slices can be moved into custom Pies using the “Select” tool. You can check the boxes on the left of the Slices and click the Pie icon, which can be found in the top right corner, to move your selections into an existing custom Pie. 

M1 Finance web account screen bulk select

Your Slices will then be added to the custom Pie you choose. Now, you’re ready to set target allocation percentages. 

 

Set Targets 

After arranging your Pie within the overall portfolio, you’ll set target allocations for each Slice.  

  • Input your desired target percentage.  
  • All slices within a Pie must add up to 100%.  

M1 Finance web account screen save percentages custom pie

Target allocation percentages can be set on Pies and individual slices within your portfolio.  

Once each level of the portfolio equals 100%, you are ready to click “Save” and begin investing.  

Custom Pies without any Slices cannot be saved, either delete or add slices totaling 100% to save. 

M1 Finance web account screen save percentages allocations

The next step in getting started is making your first deposit. Check out our guide for step-by-step directions. 

 

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. 

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