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The Pie

Transforming the way you invest

Choose your own stocks and funds to build a portfolio completely customized to your unique financial goals and preferences. You can even combine your own investment picks with Expert Pies to build your ideal long-term portfolio.

M1 Finance portfolio with 5 stocks

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

Investments as slices in your Pie

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

Adding money to portfolio Pie

Just fund your Pie, and money automatically flows into your investments to align with your target asset allocation.

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

Cash moving into underweight slice of Pie

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

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

Mobile phone displaying M1 Finance Expert Pies

Expert Pies

You can choose from professionally designed Pies crafted to meet particular goals, align with your risk tolerance, or allow you to easily invest in entire industries. M1 Expert Pies use proven methodologies used by some of the world’s most successful brokerages and advisors.

Mobile phone displaying targets in M1 Finance Pie

Custom Pies

Build a portfolio completely customized to your unique financial goals and preferences with M1 Custom Pies. Choose from individual stocks, ETFs and even combine with Expert Pies to build your ideal long-term portfolio.

Change the way you invest.


Build Your Pie
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By using this website, you accept our Terms of Use and Privacy Policy and acknowledge receipt of all disclosures in our Disclosure Library. All agreements are available in our Agreement Library. M1 relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. M1 refers to M1 Holdings Inc., and its affiliates. M1 Holdings is a technology company offering a range of financial products and services through its wholly-owned, separate but affiliated operating subsidiaries, M1 Finance LLC and M1 Spend LLC.

Brokerage products and services offered by M1 Finance LLC, an SEC registered broker-dealer and Member FINRA / SIPC.

Brokerage products are: Not FDIC Insured • No Bank Guarantee • May Lose Value

All investing involves risk, including the risk of losing the money you invest, and past performance does not guarantee future performance. Borrowing on margin can add to these risks, and you should learn more before borrowing. Nothing in this informational site is an offer, solicitation of an offer, or advice to buy or sell any security and you are encouraged to consult your personal investment, legal, and tax advisors.

M1 Spend checking accounts furnished by Lincoln Savings Bank, Member FDIC. M1 VisaTM Debit Card is issued by Lincoln Savings Bank, Member FDIC.

No minimum balance to open account. No minimum balance to obtain APY (annual percentage yield). APY valid from account opening. Fees may reduce earnings. Rates may vary.
All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
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