What’s an M1 Pie?

Pies are the building blocks of M1 portfolios. They contain your stocks and funds, or crypto. Create a Pie, or groups of Pies, to help you visualize and drive toward long-term financial goals.

Build a Pie

Fine-tune your investing strategy

M1 Portfolio

A portfolio is a single M1 Brokerage Account. Each portfolio is made up of one or more Pies.

Pies

A Pie is a group of investments. Use them to organize your stocks and ETFs or crypto. Then, automate your strategy.

Slices

A Slice can contain an individual investment, another Pie, or even a group of Pies. Pies can contain up to 100 Slices.

Build your first custom Pie, step-by-step

1. Login to M1 and complete account setup.
2. Select “Choose Securities”.
3. Choose the stocks and/or ETFs to include in your Pie.
4. Enter the percentage allocation for each asset.
5. Save your Pie and start investing.

Don’t start from scratch.
Use a Model Portfolio.

Use our Model Portfolios as a starting point when building out your long-term investment strategy. Themed around different investing goals and popular methodologies, these collections of holdings can be used as a complete starter Pie or as a Slice in your portfolio.

Then, set everything in motion

Set your targets

The percentages you set for each Slice represent how funds will be allocated each time you invest.

Investing, simplified

With M1’s Pie interface, you’re able to buy your entire portfolio at once—no need to micromanage.

Dynamic Rebalancing

We’ll do the calculations to analyze and rebalance your Pie, maintaining the percentages you set.

Zero commission fees^

There are no hidden costs or fees associated with M1 Brokerage Accounts, including IRAs. For a complete list of fees, see the M1 Fee Schedule.

Your M1 Pie questions, answered

Go to M1’s Help Center

Yes. You can add additional Pies as Slices within a single Brokerage Account. Learn more about creating multiple Pies.

Yes, and it’s quite simple! Generally, moving Slices won’t result in a buy or sell, so you won’t have to worry about a taxable event.

However, if the Pies you’re updating are used in other accounts, trades (taxable events) may be executed in those accounts, unless you take further action. Learn more about moving Slices.

Yes. You can add a Pie as a Slice within Pie. This makes it easier to group your investments for greater control.

No. At this time, crypto investments can only be housed within a Crypto Account at M1, separate from stocks and ETFs.

Start visualizing your strategy with Pies

Investing with another brokerage?
It’s easy to move securities to M1 and start using Pies.

Start your transfer

^Commission-free trading of stocks and ETFs refers to $0 commissions charged by M1 Finance LLC for self-directed brokerage accounts. Other fees may apply such as regulatory, M1 Plus membership, account closures, and ADR fees. For complete list of fees, visit m1.com/legal/disclosures/misc-fees