Portfolio Creation

• What is an ETF?
• What is a stock?
• What should I invest in?
• How many securities can I have in my portfolio?
• Can I buy mutual funds?
• What stocks and funds are available on M1?

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Dividends

• Dividends in your M1 Portfolio
• Why do I see a negative dividend in my account?

My Custom Pies

• How can I share a Pie?
• My Pies Performance Calculation
• What is a Pie?
• How many Pies can I create?
• Can I have the same security in different Pies?

M1 Expert Pies

• How does the M1 backtest work?
• How are Expert Pie Performances Calculated?
• Will M1 Pies cause tax consequences?
• Does an Expert Pie have to be my entire portfolio?
• Should I use an M1 Expert Pie?
• What happens when changes are made to a M1 Expert Pie?

See all 9 articles

Performance

• What is Money-Weighted return?
• What is total gain?
• How does M1 calculate return?
• How are gains/losses calculated?
• Can I lose money in my M1 account?

Statements and Confirms

• Download and View Realized Gains
• How long are my account statements available for?
• What are trade confirmations?
• Will I receive monthly statements?
• What documents does M1 prepare for me?
• What are these emails for "Electronic Trade Confirmations"?