What is a Pie?  

A Pie is the building block of your portfolio at M1. It’s where all your stocks and funds live. 

We know you have financial goals and preferences that just as unique as you are.  

Pies allow you to choose your own stocks and funds to build a portfolio completely customized to those goals. 

You can combine your investment picks into a Pie and build your ideal long-term portfolio. 

 
Key Terms 

Portfolio 

Your entire Invest account. You can have up to 5 separate Invest accounts under one login at M1.   

Your portfolio is made up of Pies. 

 

Pie 

A Pie is a group of stocks and funds. Pies are used to organize and optimize your portfolio and your investment strategy. You can either create a custom pie, choose an expert pie, or use a shared pie from a friend. 

Your Pies are made up of slices. 

 

Slice 

A slice can be an individual stock or a Pie. Portfolios can have a total of 100 Slices.     

 

How it works 

Graphic showing holdings in a portfolio

Simply select your investments and add them to your Pie. Each holding will represent one “slice.” 

Graphic showing one ETF as 25% of your portfolio

Set the target weight of each slice. These percentages correspond to the portion of your overall portfolio. 

Graphic showing slices represented as money

Once you fund your Pie, money automatically flows into your investments to align with your target percentages. 

Graphic showing slices in portfolio

Easily visualize portfolio performance. Slices that outperform their target weight will grow, while underperforming slices will shrink. 

Graphics showing holdings represented as money

As you continue to fund to your portfolio, money will automatically flow into your investments to bring slices back to their target percentages. 

Graphic showing holdings in portfolio

Add, remove, or edit slices at any time so you’re always invested exactly how you want. 

 

Types of Pies 

Custom Pies 

Custom Pies allow you to choose from individual stocks and funds to build your ideal long-term portfolio. 

 

Expert Pies 

Expert Pies are professionally designed to meet particular goals, align with your risk tolerance, or allow you to easily invest in entire industries. 

Some of M1 Expert Pies follow proven methodologies used by some of the world’s most successful brokerages and advisors. 

 

 
 

 

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