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

Support Center

How do I edit my portfolio? (Web)

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 alter 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 'view details' button on the portfolio page.

 

 

 M1_FAQ_Web_PieDetails.gif

 

Add

To add a slice, click the 'add slices' 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 at the bottom of the screen. When you are ready to add them to your portfolio, go ahead and click add to pie.

 

M1_FAQ_Web_AddSlice.gif

 

Remove

To remove a slice, on the 'Pie Details' 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_Web_RemoveSlice.gif

 

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

 

M1_FAQ_Web_ChangePercentage.gif

Have more questions? Submit a request