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Creating your M1 Portfolio

Welcome to M1! To get started investing, you’ll first need to create your portfolio. 
 
When you first log in to the M1 app, you’ll notice your portfolio screen is empty. To start creating your portfolio, tap on the “Get Started” button.
 

Portfolio Versus Pie: A Pie is a collection of up to 100 slices where any slice is a stock, ETF, or another Pie. A portfolio is a collection of one or more Pies.

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On Mobile: 

 
Mobile_BuildPortfolio-1.jpg
 
You’ll be redirected to our stock and fund screener, where you can search for any stock or ETF that trades on major US exchanges. To see more details, simply tap on the card with the stock you’re interested in. You’ll be able to see news related to that company, price history, and a profile of that company. 
 
Mobile_BuildPortfolio-2.jpg
 
To add a stock or fund to your portfolio, you can either tap on the plus sign on the stock card or the “Add to Pie” button in the details screen.
 
Mobile_BuildPortfolio-3.jpg
 
You’ll also notice a tab called Expert Pies. This is what we call our professionally curated portfolios that are designed to align with multiple time horizons and risk tolerances. To browse our Expert Pies, just tap on the categories you’re interested in, and tap on any Expert Pie to see details like the holdings in that Pie, return history, expense ratio, and dividend yield.
 
Mobile_BuildPortfolio-4.jpg
 
To add an Expert Pie to your portfolio, you can either tap on the plus sign on the Expert Pie card or the “Add to Pie” button in the details screen.
 
Mobile_BuildPortfolio-5.jpg
 
Once you’re happy with your selections, tap “Done” on the top right corner. You’ll be redirected to a screen where you can see a pie chart visualization of your portfolio. Each slice represents a security or another Pie. Select target weights for each slice and click “Save.”
 
Mobile_BuildPortfolio-6.jpg
 
And that’s it! You can edit your portfolio any time. You can also create your own Custom Pies of stocks, funds, or other Expert Pies to organize your portfolio as you choose. 
 
The next step in getting started is making your first deposit. Check out our guide for step-by-step directions.
 
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On Web:

 
Web_BuildPortfolio-1.jpg
 
You’ll be redirected to our stock and fund screener, where you can search for any stock or ETF that trades on major US exchanges. To see more details, simply click on the stock you’re interested in. You’ll be able to see news related to that company, price history, and a profile of that company. 
 
Web_BuildPortfolio-2a.jpg
 
Web_BuildPortfolio-2b.jpg
 
To add a stock or fund to your portfolio, you can either check the box next to the stock on the screener or click the “Add to Basket” button in the details screen. You’ll notice your picks get queued up at the bottom of your screen.
 
Web_BuildPortfolio-3a.jpg
 
Web_BuildPortfolio-3b.jpg
 
You’ll also notice a tab called Expert Pies. This is what we call our professionally curated portfolios that are designed to align with multiple time horizons and risk tolerances. To browse our Expert Pies, just click on the categories you’re interested in, and click on any Expert Pie to see details like the holdings in that Pie, return history, expense ratio, and dividend yield.
 
Web_BuildPortfolio-4a.jpg
 
Web_BuildPortfolio-4b.jpg
 
Web_BuildPortfolio-4c.jpg
 
To add an Expert Pie to your portfolio, you can either check the box next to  the Expert Pie or click the “Add to Basket” button in the details screen.
 
Web_BuildPortfolio-5a.jpg
 
Web_BuildPortfolio-5b.jpg
 
Once you’re happy with your selections, tap “Add” on the bottom of your screen. You’ll be redirected to a screen where you can see a pie chart visualization of your portfolio. Each slice represents a security or another Pie. Select target weights for each slice and click “Save Changes.”
 
Web_BuildPortfolio-6.jpg
 
And that’s it! You can edit your portfolio any time. You can also create your own Custom Pies of stocks, funds, or other Expert Pies to organize your portfolio as you choose. 
 
The next step in getting started is making your first deposit. Check out our guide for step-by-step directions.
 
 
 

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