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How do I edit my portfolio? (Web)

You always have complete control of your portfolio and can edit 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.

Watch a video to learn how to edit your portfolio.

 

To edit your portfolio, navigate to the 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.

 

Add

To add a slice, click the 'add slices' button. You will then choose any new stock, ETF, Expert Pie, or Custom 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.

 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. 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.

FAQ_Web_RemoveSlice.gif

 

Edit

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.

FAQ_Web_ChangePercentage.gif

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