Understand your performance

See how your portfolio compares to other stocks, ETFs—even custom portfolios.

Build custom benchmarks

Your investing strategy is unique to you. Your benchmarks should be, too.

  • Build custom Pies to use as a benchmark
  • Benchmark against a portfolio that matches your strategy (e.g., asset allocation, risk tolerance)
  • Get as detailed as you want—Pies can have up to 100 Slices

Insights you need

Better understand how your personal investment strategy holds up.

Data at your fingertips

See details like expense ratio, dividend yield, and market moves.

Find it on the performance view

  1. Choose an Invest Account
  2. Tap the Performance icon at the top right corner of your Pie
  3. Scroll down and tap “Benchmark your performance”
  4. Add custom benchmarks using the search field
Finding M1 Performance Benchmarking on mobile.

Ready to go deeper?

Try Benchmarking

All images and screenshots are for illustrative purposes only.

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