How to make a NEW PIE in M1 Finance!

When starting our using M1 Finance, it was oddly complicated on creating a new pie to use for investing on the platform. Once you do it, it makes sense, but finding it is a bit cumbersome.

Creating a New Pie

1. Log-in
2. Click on “RESEARCH” on the top bar
3. Click on “My Pies” on the new page
4. On the top right, you should see a button labeled “Create New Pie”
5. Now it will allow you to select your stocks, you can use the checkbox or click on/search for a stock & select “Add to Basket”
6. Once you have selected all of your stocks, you must click on the “Add” button on the bottom right corner.
7. Now your pie is created, click on “Edit” to give your pie a name & change it’s allocation settings, and save.
8. Click on “Add to Portfolio”, which will allow you to allocate to that pie. And save.