- Overview
- Editing Your M1 Portfolio - On Mobile
- Pie Targets
- Add a Slice
- Remove a Slice
- Change Target Percentages
- Editing Your M1 Portfolio - On Web
- Add a Slice
- Remove a Slice
- Change Target Percentages
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Overview
With M1, you 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 to add, remove or alter the target percentages on slices.
Keep in mind, M1 enforces a security maximum of 100 slices per portfolio. If your portfolio exceeds this maximum, you will need to decrease the total number of slices in the portfolio before you can edit or save your changes. Additionally, any buy order must equal a minimum of $1.00 per security before a trade will be executed.
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Editing On Mobile
Pie Details
To edit your portfolio, you will have to first get to your Pie Targets page. To get to this page, click the 'Manage Pie' button on the portfolio page, then "Edit Pie."
Add
To add a slice, click the blue '+' button. You will then choose any new stock, ETF, or Pie to add to your portfolio.
As you choose your new slices, they will be added to your basket. When you are ready to add them to your portfolio, click 'done.’
Finally, adjust the target percentages of the slices, ensuring that each slice is allocated at least 1% and the target percentages of all the slices add up to 100%. You will not be able to save your changes until the total percentage equals 100%.
When you’re happy with your changes, click ‘Save’ in the top right-hand corner of your screen.
Remove
To remove a slice, lower the target percentage of that slice to 0%, adjust the remaining slices to add up to 100%, and click ‘Save.’ Removing a slice will trigger M1 to liquidate that slice during the next trade window and the money from the liquidation will be reinvested into your Pie based on your target percentages. This will happen even if auto-invest is turned “off” in the account.
Change Target Percentages
To update your target percentages, change the percentages using the “+” and “-” tabs and click 'Save.'
These changes will occur over time with the natural inflows of money into your account. If you want your holdings to reflect the new targets, you can request a rebalance.
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Editing On Web:
Add
To add a slice, start under Invest > Portfolio and click the ‘Edit’ button. Then, click "add" at the top of the screen. You can then choose any new stock, ETF, Expert Pie, or Custom Pie to add to your portfolio.
As you choose your new slices, they will be added to your basket. When you are ready to add them to your portfolio, click ‘add’ in the bottom right-hand corner of the screen.
Finally, adjust the target percentages of the slices, ensuring that each slice is allocated at least 1% and the target percentages of all the slices add up to 100%. You will not be able to save your changes until the total percentage equals 100%.
When you’re happy with your changes, click ‘Save’ in the top right-hand corner of your screen.
Remove
To remove a slice, start under Invest > Portfolio and click the ‘Edit’ button. Check the box next to the slice you want to remove, then click ‘Remove.’
Finally, adjust the target percentages of the slices, ensuring that each slice is allocated at least 1% and the target percentages of all the slices add up to 100%. You will not be able to save your changes until the total percentage equals 100%.
When you’re happy with your changes, click ‘Save’ in the top right-hand corner of your screen.
Please note: Removing a slice will trigger M1 to liquidate that slice during the next trade window and the money from the liquidation will be reinvested into your Pie based on your target percentages. This will happen even if auto-invest is turned “off” in the account.
Change Target Percentages
To adjust your target percentages, start under Invest > Portfolio and click the ‘Edit’ button. Change the percentages to the new targets and click 'Save.’
These changes will occur over time with the natural inflows of money into your account. If you want your holdings to reflect the new targets, you can request a rebalance.
