Pie with individually selected securities from all of your portfolios, each chart may include other charts and show goals&grown sections
Pie with individually selected securities from all of your portfolios, each chart may include other charts and show goals&grown slices.
A chart with selected securities from all of your portfolios. Each chart can include such items as: securities, and other charts, and those charts may consist of other chats or securities and so on.
Each security from one portfolio may be included in only one chart at a time. Each chart may be included in only one chart at a time.
When creating or editing a chart/pie, you must set the percentage of the pie to each item, which established by default into % of the security you hold to the portfolio. But can be manually changed to represent future expectations for the thing to monitor it easily.
Also, you can exclude the entire portfolio with all the securities or individual security from each portfolio. As mentioned in this idea https://yahoo.uservoice.com/forums/382977-finance/suggestions/36312400-feature-to-select-which-portfolios-to-include-in-m
There is a great visualization tool build into m1finance.com; it allows you to set goals on your investments in the form of pies, which can include such items as other pies and securities. If an item/slices in a pie downsized or overgrown % of the previously set goal, you can observe it instantly and take action. You can form pies of similar securities into one to monitor related items in groups/pies.
This idea focuses on visualization to easily monitor your existing portfolio. It allows you to remember your goals and stick to your plan, if for example, you set to have no more than 33% of REIT investments, it will allow you to observe that you already reached your goal quickly. You should not buy any more REIT, but there buy more securities from other slices.
Once opened a Pies it'll show you aggregated data over time.
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