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Create & share your own smallcase

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Inside smallcase ,  

Create & share your own smallcase

Author Mamta Tainwala
Published May 30, 2022
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Reading Time: 2 minutes

smallcase is a curated stock portfolio with an underlying theme/strategy/idea. You can easily pick from 500+ such portfolios. However, if you are somebody who has their own set of stocks/ companies you believe will do good for your portfolio, you can always create & invest in your OWN basket of stocks. You can also share it with folks who believe in you or the idea of your smallcase.

You can create your smallcase in 3 simple steps: 

1. Select your stocks 

  • Click on the create tab, then click on ‘Add stocks’ and type in your stocks. Alternatively, you can also find them by clicking on ‘Find stocks on screener’.
  • Once you have added all your stocks, you can organise them in different ‘segments’ if you’d like.

2. Weigh your stocks

  • By default these stocks get equi-weighted. You can edit the weights of these stocks according to your liking.
  • On the left bottom of the app screen, you can see the minimum amount required to invest in the stocks you have chosen in the weighting scheme made by you. 
  • You can adjust the weights of the stocks to suit the amount you’d like to invest. 

3. Evaluate smallcase performance

  • Once the stocks are added & weighed, at the bottom of the screen, you can see how the smallcase would have performed in the past 1 year with respect to Nifty or Equity. 
  • After finalising all the stocks & their weights, click on ‘save’. 
  • Now add details like image, name, and objective. 

Congratulations! You now have a basket of stocks curated & created by you! You could now share your smallcase with your friends & family or invest in it or just track it to test out your strategy. 

Note

  • You can only add NSE stocks to create/customize your smallcase
  • Your smallcase will be private and will be visible only to you or folks you have shared it with. Understand why.

Happy investing!

Author

  • Mamta Tainwala

    Product Marketer @smallcaseHQ

    View all posts

create smallcasecreate&sharecurated smallcaseslong term investingown smallcaseshare smallcase
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Mamta Tainwala

Product Marketer @smallcaseHQ

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