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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

Check the background of M1 Finance LLC on FINRA's BrokerCheck

Member of SIPC. Securities in your account protected up to $500,000. SIPC insurance does not protect against loss in the market value of securities. For additional information Securities and services are provided to clients of M1 by M1 Finance LLC, member FINRA/SIPC. Investments are not FDIC insured and may lose value. Investing in securities involves risk and there is always the potential of losing money when you invest in securities. Please consider your objectives and M1 fees before investing. Past performance is not a guarantee of future results. Using margin involves risks: you can lose more than you deposit, you are subject to a margin call, and interest rates may change. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdiction where M1 Finance LLC is not registered.

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