Create your own smallcase

March 16, 2017

Traders,

Portfolio investing is probably the best way to invest in the stock markets since you are taking a diversified approach to investing in stocks (more here).

However, investing in portfolios is a cumbersome process, involving at least 3 different portals and 100+ clicks for each of the four steps involved.

  • Discover/Create – finding portfolio-related research or creating your own portfolio happens on different platforms – your broker research, advisory, screeners.
  • Buy – to buy a portfolio of 20 stocks, it takes you over 100 clicks/20 minutes to buy each stock.
  • Track – since brokerage interfaces do not support multiple portfolio tracking, you have to export your portfolios onto spreadsheets or portfolio tracking apps & tools to see how they’re performing.
  • Manage – investing more in a specific portfolio, or rebalancing/exiting the portfolio takes another 120+ clicks on your broker interface.

With smallcase now – you have access to 60+ readymade portfolios (or smallcases) – each of them tied to a market theme, trending idea or an investing strategy helping you take an informed decision about where your money is going. At the same time, this is seamlessly integrated with your broker – so you can buy & manage portfolios in 2-clicks. Get started instantly by logging in here.

This week, we also launched the ‘Create your smallcase’ feature; to help you build your own portfolios and invest in them easily.

In 3 steps, you can create your smallcase and invest in it immediately.

1. Select your stocks & organise them by segments

  • A smallcase is a weighted list of up to 20 stocks.
  • Get started with adding a stock, and use the similar stocks widget to see more stocks in the same sector.
  • Once you have added all your required stocks, use ‘segments’ to organise and categorise them as shown.

2. Assign a weighting scheme for these stocks, or weight them individually

  • You can pick between an Equi-weighted or Market Cap-weighted scheme to weight your smallcase (more on weighting a portfolio here).
  • Else, you can assign individual weights to your stocks or even choose the number of shares for each stock.
  • While assigning weights, you can see the final weights/shares for that stock along with the minimum investment amount for this smallcase.
    • This minimum amount ensures you’re buying the stocks with the weights you have allocated.

3. See the past performance of your created smallcase & buy it instantly

  • While adding your stocks, and assigning weights – you can see how the smallcase would have performed in the last 1 year with respect to the general market (Nifty).
  • Once you are happy with the stocks, weights – you can add details for your smallcase – image, name, overview and buy it immediately.
  • Or you can also save your smallcase for later, track it on your Drafts page and buy it whenever you feel like.

Customise an existing smallcase

You can also use an existing smallcase to start with, and customise the stocks (add or remove stocks), change weights and then buy. When you do this, you will not receive any updates made to the original version of the smallcase though – so only customise a smallcase if you know what you’re doing.

You can customise a smallcase from the Stocks & Weights tab of that smallcase page.

With this feature, it’s now easy to create, buy, track & manage multiple portfolios for different use-cases you may have, for example

  • Long Term Holdings
  • Bets for this month
  • Dad’s Portfolio, Kids’ education
  • Replicate a portfolio from your advisor
  • Buying a portfolio of stocks mentioned in a news article etc.

The fees for buying a customised/created smallcase are the same at a flat Rs. 100 (or 2.5% of the investment amount, whichever is lesser) for each smallcase. No additional charges from our end when you invest more, add/remove stocks or exit your smallcase.

Note
  • You can only add NSE stocks to create/customise your smallcase.
  • Your smallcase will be private and will be visible only to you.

We’re adding more options to help you create your smallcase better & easier – better way to select your stocks, easier weighting options and more. Tune into a webinar to learn more about creating your smallcase here. Do let us know how we could improve this experience for you, by commenting below.

Happy investing!

Vasanth Kamath

Founder/CEO at smallcase | Changing how India invests

105 comments

  1. Ravi says:

    Waiting for this so long.. yayyy

    • Veekhay says:

      Me too

    • Pradeep Kochath says:

      Sir allow portfolio based day trading with fixed amount stop loss and fixed amount profit booking trigger. Irrespective of stock prices the trigger should sell total portfolio as soon as profit or loss amount trigger ACHIEVED. Allow shorting of small case with multiple margins . allow options to be included in small case for hedging purpose.
      Sreeja Pradeep

      • Vasanth says:

        Hey Pradeep – on our list of things to do – adding portfolio/smallcase-level alerts to take decisions easier

        Anything other than equities in a smallcase is further down the line – not anytime soon

  2. Mihir says:

    I created my smallcase.. dont want others to see the same.. how do I make it private?

  3. MUKESH MS says:

    what charges?

  4. Padhiyar Niraj Sinh says:

    why route of smallcase join? please suggest me.

  5. Ritesh says:

    Is Convenience fee of Rs 100 also applicable on custom made smallcase?

  6. Soummyajit Guha says:

    Sir, I am not able to do this in Kite, is this some new update to be rolled out or in other app?

  7. CHANDRASHEKAR POOJARI says:

    only benefit i lost in 2016 Jan to 2017 Rs,6.75 lac previous since 2009 to 2015 more than 55 lac
    now iam totally wickedness in finance support iam thinking best to stop the trading

  8. Pmd says:

    There are so many issues with kite(web). It was down yesterday during crucial market hours. There are so many other issues I have mailed on kite app and ite(web). When will you address them ?

    • Zerodha Social says:

      We have made a few changes which will ensure that yesterday’s issues won’t happen again. Post the system change, today’s performance was the best it has ever been at market open. Check this link for more details. If you have any other queries or issues you can write to us at social@zerodha.com.

  9. PrabhakaranRajendran says:

    Is it a chargeable service ? how the brokerage will be processed – for each stock or for portfolio

  10. Baiju says:

    hi,

    consider we invested in one small case, if one of the shares in the small case has gone down drastically, if i want to buy the same and add in the small case, can we do it.

    Please advise.

    regards

  11. PrabhakaranRajendran says:

    Place, modify, and cancel orders – is it ok to give this permission.
    and pls quote the information regarding pricing

    • Hey! Yup, we cannot place orders without your permission/approval each time – no worries there!

      Charges for buying a smallcase is a flat Rs. 100. This is over & above the usual Zerodha charges for buying/selling stocks

  12. Kazi says:

    Super Kool…

  13. Anand says:

    i have my portfolio (already invested), is there any way i can track it? Currently i believe i can’t change buying price so what if somebody like me who has already invested and want to track/create smallcase for same?

    • Umm.. not right now, you’ll have to create a new smallcase right now for the same – so from next time

      Will think of how we can export your current investments to a smallcase

  14. Amit says:

    A small clarification….suppose (don’t laugh at this stupid querry)
    1) I create a watchlist with 6 stocks, irrespective of segment
    2) I add 50K
    3) Assign number of shares to be purchased
    4) Start trading everyday (intra and not positional)

    Possible….or I got it all wrong

  15. gautam says:

    how to and where to create smallcase

  16. Narayanan says:

    Game changer…:)

  17. sONJOE says:

    Dear Sir,

    Even the concept of smallcase is good i feel the charges are a bit high. As a sample purpose suppose we buy one small case as the the charges its coming around Rs.200 for one small case ie (Rs.100+Rs.40+All the STT & ST). IF the cost is Rs.200 then we are never and ever going to get any returns even from one small case.

    Regards,

    Sonjoe Joseph.

    • Hey, these are all flat fees so the cost percentage for your investment decreases with a higher amount invested. Working on optimizing this for smaller amounts as well

      Also, this is a long term investing platform 🙂

      • sONJOE says:

        I know its flat amount but still the cost is on the higher side. Since u already have a tie up with Zerodha from yr side also the cost is to be Rs.20 so the total small case cost should not go above Rs.100. For Zerodha clients u guys u need to charge only Rs.20 then only even the small invest clients can be profitable in the longer term. Now a days the logic of the business is to increase the volume and not to charge high. Only those guys will only sustain in the longer term.

        Regards,

        Sonjoe Joseph.

  18. Dipankar says:

    Request you to make an app for smallcase.

  19. Shashidhar A says:

    Hi.
    Really, if I put money in one of your pre existing small cases without customising, how is it different from a mutual fund ?

    • Similar in concept, that you have a portfolio exposure

      Here, no expense ratio, instead just a flat fee = so more cost-effective
      each smallcase is related to an idea/theme/strategy = more relatable
      you own all the shares and are in complete control = transparency

      🙂

  20. Afra says:

    Existing holding can be add in small case…? by crating new my own small case.

  21. Anirudha says:

    Team Zerodha,
    Great initiative. Thanks.
    The coolest feature is to see the past performance of your smallcase. Which is very cumbersome in case of all individual stocks.

    Thanks again

  22. Rishi says:

    Is there an option to create small case to buy F&O stocks ?

  23. Pradeep Kochath says:

    Allow portfolio N smallcase based day trading with fixed amount based stop loss N fixed amount profit booking target. As soon as the specified amount is achieved the total portfolio will be sold. Alow portfolio N smallcase shorting to allow theme based short selling, with higher margins

  24. Sumeet Das says:

    Small Case is a very good platform. Its a great experience in Zerodha so far 🙂

  25. Sundaram says:

    SIr, by investing in smallcase, is there any locking period?

  26. FRANCIS XAVIER says:

    “You can only add NSE stocks to create/customise your smallcase ” – why this restriction? a lot of valuable small caps are listed only in BSE. Is your theme/strategy based smallcase also have this BSE restriction? then you must be missing some good smallcaps!!

    • Yup, our smallcases also only have NSE stocks – optimizing for liquidity here

      BSE is on our list of to-dos

      • balamurugan.a says:

        I hope you will understand, Timing is everything in Market. Don’t let your TODO list piling up.
        Somehow, zerodha/kite is not as impressive as it used to be!

        Howlong ?
        No GTC orders!
        No BSE in smallcase!
        Stuck/crash/Not-login in RUSH hours, OMG!
        No Q data-sync now!
        f2f errors at off-market hours. Still!
        No realtime data/LTP from NSE before pre-open! have to check it in google finance 8.30-9.
        buggy T1 quantity profit/loss calculation in ‘Holdings’
        No sector wise pictorial view in Q.

        Come on Nitin and Vasanth!
        Just learn how good its, the free ET-Portfolio page!

        An year back, Kite and Q was amazing., But no more now.
        Something seriously going wrong in Zerodha recent times., and you have no time to correct it ?

  27. Chiranjeevi says:

    Hi,
    If we create a small case portfolio and buy 1 lot, after couple of days – I change the weightage and buy again – will I have to pay 100 more ?
    If I add or delete a stock in the same small case portfolio that I bought previously and buy again, will I have to pay 100 again ?
    Can I sell only one stock of portfolio separately through zerodha? If I sell will my small case portfolio holding reflect that?
    Small case order is limit order or market order?
    Can we place off market order that can get executed only market opens?
    One suggestion – please include sip way of investing in small case portfolio

  28. vikas says:

    Hi Vasanth,

    i undertood that for long term wealth genereation smallcase is ideal.
    Is there anything we can do for saving tax? if i invest in directly in smallcase.
    I know Zerodha does provide mutual fund investment, but just need to confirm that smallcase provide that facility.
    Please advice.

  29. Praphs says:

    Hi Small Case Team

    – Good Concept. Best Wishes for Successful venture.
    – Lots of queries on pricing front. Understand price on small case is applicable on initial purchase only. So in case of small case of total value less than 4000, it makes sense to buy one lot and add subsequently. Am i right?
    – Any thoughts on integrating sell transaction initiated on small case directly from Kite/Pi

    • Vasanth says:

      Hey Praphs, thanks for the support! 🙂

      – Yup, that works. We count the total amount invested in a smallcase on the day of buy to calculate the charges (Rs 100 or 2.5% of the amount)
      – Nope, working on it, but for now – you should sell/manage smallcase stocks on smallcase.com only

  30. kamlesh soni says:

    Please add awesome indicator in PI with adjustable parameters (sma ema periods)

  31. Chamundeswar says:

    Very interesting and cool idea Nithin and Vasanth..I believe it would help the individual retail investors well and also folks who wanted to have SIP kind,simply create a portfolio you are keen about and buy as funds are available or based on the performance and current situation.

    Yet to explore how we track the created segments’ or smallcase’s performance.Usually Brokers maintain portfolio view for currently held assets,which is a report or graphical view but did not yet excel to provide a feature to buy right away from it skipping usual Quote,Hold funds and Order process.

    It would be helpful if you provide an option to create small case by choosing existing held stocks,do we have one to do that?

    • Vasanth says:

      Hey! Thanks for the support – this is exactly what we’re trying to achieve – making portfolio investing as easy & seamless as possible

      This is how tracking works for a smallcase you have bought http://help.smallcase.com/using-smallcase/manage-your-smallcase/track-your-investments – you can manage (invest more, rebalance/add/remove stocks/shares, exit your smallcase from your Investments page)

      Not yet – this is on our list to work on soon. For now, the best way would be to create a new smallcase and buy fresh stocks to view it as a separate portfolio

  32. PANKAJ JAIN says:

    HOW TO APPLY IPO WITH ZERODHA PI PL HELP ME

  33. su says:

    hello,
    do you have any plans to introduce co with limit option in kite just like in pi? it would be really helpful.also gtc orders will be superb if you can introduce it.
    thanks.

  34. pradeep patil says:

    hallo sir i do not understand about cover order buy / sell entry. sir cover order me buy kiya to sell on the spot kaise karte hai? aur cover note se sell kiya to buy on the spot kaise karte hai pls tell & guide to me sir .order book me jaker modify karne ke liye destop ke back jana padta hai usme time weste hota hai hai trade rate dn/ up ho jata hai.

  35. pradeep patil says:

    kal jawab milenga kya sir? sir meri problem maine a/c open karne ke time hi batai thi .muze earing problem hai mai sun nahi sakta karke cell phone nahi karta sir.taqlif dene ka erada nahi sir software new type hone se samaj me nahi aata mai 5/6 saal se trading band kiya tha.

  36. Kazmi says:

    Hi,
    I have a suggestion for rising smallcase… if some one invest in Smallcase u have to provide extra Margine in Intraday/Delivery.(according his investment value)

  37. Technofunda says:

    Dear Nithin,

    I understood your new AMO policy, but there is big problem related to ETF AMOs. Cant put AMO for ETFs like NiftyBees or BankBess as they are not traded in pre-open. Hence are cancelled immediately at 9:00 with a message ” Product not traded in this market.” Please suggest any work around. need to put orders in the evening.

  38. Karan Pillai says:

    First of all, smallcase is a great idea that I like quite a lot. It can be a real boon to portfolio construction for an investor.
    However, I did have one idea to add to the conversation, this is something that I see missing from the smallcase platform. I don’t see any ability to use ETF’s, in conjunction with stocks, so the true range of choices in terms of asset allocation is quite minimal. I guess this is primarily because smallcase seems to be a purely stock oriented platform, but surely, multi asset allocation portfolios also qualify as a theme? For example, a portfolio featuring gold, stocks, and long-term gsecs can easily be constructed using ETF’s. Enabling this kind of portfolio construction in smallcase would be really cool.
    But anyway, great work on the platform. Truly innovative, and looks like it would be fabulous to use.

    • Vasanth says:

      Hi Karan, thanks for the kind words & support! Appreciate it

      Yup, very true. On our list, hopefully very soon 🙂

  39. nishad says:

    iam an nri status can i open a demat account with normal savings account??

  40. Srinivas says:

    Hi Zerodha/Nithin Kamath,
    Do you have any plans to introduce the ability to pledge the investments made in smallcase for shorting options? I duplicated this post from another thread “stock pleding” as it is relevant for this conversation thread as well.
    The reason for asking is as below.

    For example if I invest in 2Lakhs in “Growth & Income” small case which is one of the best performing small case, I’ve various following troubles.

    This small case has 15 stocks. I can individually pledge each 15 the stocks to short the options. But, for each stock Zerodha charge 60 rupees for pledging. That means if pledge and unpledge this stock it costs 120rupees for each stock. The taxes adds much more to this number. For total small case it will be 1800 rupees brokerage. If we include the taxes that will way above 2000 rupees. Thats more than 2% of the total investment value for pleding this smallcase to short options.

    Can you enable pledge the entire smallcase investment as a single transaction?
    This is a concern for many people I know. If you can enable this option, it will greatly help several people.?

    -Srinivas

    • Srinivas, all stocks bought through smallcase show up on Q holdings page. https://q.zerodha.com/, you can login there and pledge the stocks. Check this link for more.

      • Srinivas says:

        Hi Nithin,
        Thank you for reply. Yes, I know the procedue to pledge.
        Do you have plans to pledge the entire smallcase as a single investment rather than individual stocks?
        Individual stock pledging of a small case which has several stocks almosts cost 1-2% of the total value of the investments of less than 2Lakhs. Are you considering to give an opportunity to pledge the smallcase lot at lower prices than individual stock pledgings?

        Regards,
        Srinivas

  41. Prasad says:

    Hi Vasanth and team

    Great work in coming up with such a wonderful platform in India!!

    I am new to investing and read Joels book recently to educate myself along with others. He has the magicformulainvesting.com for US stocks and I could not find any similar platform for India and had to rely on screener.in for the same to buy a portfolio with his formula a few weeks back! If only you announced a little earlier.

    My query here is, how true to the original idea are your portfolios/smallcases based on each of the models used in the site? I am not such an expert yet to go deep and find out but just wondering how it was done.

    Again great work and you have made my day!

    • Vasanth says:

      Hi Prasad, thanks a lot for the nice words, means a lot 🙂 We’ve been up and running since July 2016 – Magic Formula being one of the first smallcases put up. We also have a low-cost version for the same, ICYMI

      They’re based on the criteria that the model/theme requires – we have adapted some criteria slightly to suit the Indian markets wherever required. For example, this is how we have built the Magic Formula smallcase http://telegra.ph/How-smallcase-returns-are-calculated-12-22

      Happy investing!

      • Prasad says:

        Hi Vasanth,

        I guess its my loss for not researching enough before starting my investment journey. Well I thank you for your response and wish to say that you have a customer for the smallcase in me as long as I am an investor! I do like the way Magic formula is calculated, cheers!

  42. Diwakar says:

    Hi Vasanth,

    smallcase is a Great idea, really appreciate it!

    Few thoughts below-
    – Stock selection is key for portfolio performance, as confidence booster please give little insight on how you intend to pick top performing stocks for each time. Also are stocks picked by Algos/scanner/manually
    – Would be great to know how the specific smallcases performed through bull and bear phases (pre-2013) like 3yr/5yr/10yr performance for the relevant smallcases.
    – Would greatly help if smallcases can be tracked for virtual returns since addition to Watchlist

    These would be of great help, Thank you.

  43. sudarshan says:

    Hi sir,
    Can we sell single stock whenever so need from small case
    I m having zerodha Ac

    Plz reply

  44. Satheesh says:

    Does the small case platform give period of holding and short/ long term capital gains ?

    If one invests in more than one small cases,then are all holding and profit/ loss reporting kept separate for these small cases ?

    • Vasanth says:

      Hey Satheesh, nope – it will be a combined tax statement that you’ll get from Zerodha’s back office that you can use directly

      We calculate the P&L for smallcases separately on smallcase.com though 🙂

  45. pradeep says:

    can i operate multiple account at a time, like place a order in one parent account automatically opens order in linked accounts

  46. Manoj Gupta says:

    Is there any small case for only Housing Finance Companies ?

  47. Keshav says:

    How to calculate income tax profit made by smallcase..?

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