How to create a smallcase?
With smallcase, you can curate a portfolio of 2-50 stocks, reflecting diverse market themes and strategies found in the Discover section. Traditionally, portfolio management involved navigating multiple platforms, which was time-consuming and click-intensive. Smallcase streamlines this process, enabling you to create and invest in your custom portfolio in just three steps:
- Select Stocks and Organize by Segments: Add stocks to your smallcase and explore additional suggestions within that sector. Once your selection is complete, use ‘Segments’ to categorize and organize your stocks effectively.
2. Assign Weighting Schemes: Choose between Equi-weighted or Market Cap-weighted schemes, or assign individual weights to each stock. You can also specify the number of shares per stock. This steps determines the final share of each stock and the minimum investment required, ensuring adherence to allocated weights.
3. Evaluate Performance and Invest: Click on ‘Performance’ to review your smallcase’s performance against Nifty in the past year. Add a personalized touch with an image, name, and overview, then invest immediately or save it in your ‘Drafts.’
To enhance your investment experience, integrate your smallcase journey with 5Paisa. It offers a seamless interface for managing your investments, complete with analytical tools and real-time insights. The intuitive platform accommodates all your investment scenarios, from ‘Long Term Bets’ to ‘Dad’s Portfolio.’
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