You always has complete control of your 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.
In order to edit your portfolio, you will have to first get to your Pie Details page. To get there click the 'Edit' button on the portfolio page or navigate directly to your Pie from the My Pies page.
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.
To remove a slice, on the 'Pie Details' page, click the box next to a slice and then click remove. Please note: Removing a slice will trigger M1 to liquidate that slice during the next trading window. The money from the liquidation will be reinvested into your Pie.
To adjust your target percentages, change the percentages to the new targets and click 'save'. Changing only the target percentages will not trigger any trading activity. These changes will occur over time with the natural inflows of money into your account. If you want the new targets to reflect your actual holdings, you can request a rebalance.