{"id":6768,"date":"2017-03-16T12:40:03","date_gmt":"2017-03-16T07:10:03","guid":{"rendered":"http:\/\/zerodha.com\/z-connect\/?p=6768"},"modified":"2024-02-02T14:44:54","modified_gmt":"2024-02-02T09:14:54","slug":"create-your-own-smallcase","status":"publish","type":"post","link":"https:\/\/zerodha.com\/z-connect\/smallcase\/create-your-own-smallcase","title":{"rendered":"Create your own smallcase"},"content":{"rendered":"<p>Traders,<\/p>\n<p>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 <a href=\"https:\/\/goo.gl\/TxkY6X\">here<\/a>).<\/p>\n<p>However, investing in portfolios is a cumbersome process, involving at least 3 different portals and 100+ clicks for each of the four steps involved.<\/p>\n<ul style=\"text-align: left;\">\n<li><strong>Discover\/Create<\/strong> \u2013 finding portfolio-related research or creating your own portfolio happens on different platforms \u2013 your broker research, advisory, screeners.<\/li>\n<li><strong>Buy<\/strong> \u2013 to buy a portfolio of 20 stocks, it takes you over 100 clicks\/20 minutes to buy each stock.<\/li>\n<li><strong>Track<\/strong> \u2013 since brokerage interfaces do not support multiple portfolio tracking, you have to export your portfolios onto spreadsheets or portfolio tracking apps &amp; tools to see how they\u2019re performing.<\/li>\n<li><strong>Manage<\/strong> \u2013 investing more in a specific portfolio, or rebalancing\/exiting the portfolio takes another 120+ clicks on your broker interface.<\/li>\n<\/ul>\n<p style=\"text-align: left;\">With <a href=\"http:\/\/www.smallcase.com\">smallcase<\/a> now \u2013 you have access to 60+ readymade portfolios (or smallcases) &#8211; 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 &#8211; so you can buy &amp; manage portfolios in 2-clicks. Get started instantly by logging in <a href=\"http:\/\/www.smallcase.com\/login\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\n<p style=\"text-align: left;\">This week, we also launched the &#8216;Create your smallcase&#8217; feature; to help you build your own portfolios and invest in them easily.<\/p>\n<p style=\"text-align: left;\">In 3 steps, you can create your smallcase and invest in it immediately.<\/p>\n<h4 style=\"text-align: left;\">1. Select your stocks &amp; organise them by segments<\/h4>\n<ul style=\"text-align: left;\">\n<li>A smallcase is a weighted list of up to 20 stocks.<\/li>\n<li>Get started with adding a stock, and use the similar stocks widget to see more stocks in the same sector.<\/li>\n<li>Once you have added all your required stocks, use \u2018segments\u2019 to organise and categorise them as shown.<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6776 size-full\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/1.png\" alt=\"\" width=\"526\" height=\"623\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/1.png 526w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/1-253x300.png 253w\" sizes=\"auto, (max-width: 526px) 100vw, 526px\" \/><\/p>\n<h4 style=\"text-align: left;\">2. Assign a weighting scheme for these stocks, or weight them individually<\/h4>\n<ul style=\"text-align: left;\">\n<li>You can pick between an Equi-weighted or Market Cap-weighted scheme to weight your smallcase (more on weighting a portfolio <a href=\"https:\/\/goo.gl\/zAViWu\">here<\/a>).<\/li>\n<li>Else, you can assign individual weights to your stocks or even choose the number of shares for each stock.<\/li>\n<li>While assigning weights, you can see the final weights\/shares for that stock along with the minimum investment amount for this smallcase.\n<ul>\n<li>This minimum amount ensures you\u2019re buying the stocks with the weights you have allocated.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6777\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/2.png\" alt=\"\" width=\"303\" height=\"700\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/2.png 303w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/2-130x300.png 130w\" sizes=\"auto, (max-width: 303px) 100vw, 303px\" \/><\/p>\n<h4 style=\"text-align: left;\">3. See the past performance of your created smallcase &amp; buy it instantly<\/h4>\n<ul style=\"text-align: left;\">\n<li>While adding your stocks, and assigning weights \u2013 you can see how the smallcase would have performed in the last 1 year with respect to the general market (Nifty).<\/li>\n<li>Once you are happy with the stocks, weights \u2013 you can add details for your smallcase \u2013 image, name, overview and buy it immediately.<\/li>\n<li>Or you can also save your smallcase for later, track it on your Drafts page and buy it whenever you feel like.<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6778\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/3.png\" alt=\"\" width=\"600\" height=\"371\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/3.png 589w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/3-300x185.png 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/p>\n<h4 style=\"text-align: left;\">Customise an existing smallcase<\/h4>\n<p style=\"text-align: left;\">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 \u2013 so only customise a smallcase if you know what you\u2019re doing.<\/p>\n<p style=\"text-align: left;\">You can customise a smallcase from the Stocks &amp; Weights tab of that smallcase page.<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6779\" src=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/4-300x107.png\" alt=\"\" width=\"600\" height=\"214\" srcset=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/4-300x107.png 300w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/4-768x274.png 768w, https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/4.png 812w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/p>\n<p style=\"text-align: left;\">With this feature, it\u2019s now easy to create, buy, track &amp; manage multiple portfolios for different use-cases you may have, for example<\/p>\n<ul>\n<li>Long Term Holdings<\/li>\n<li>Bets for this month<\/li>\n<li>Dad\u2019s Portfolio, Kids\u2019 education<\/li>\n<li>Replicate a portfolio from your advisor<\/li>\n<li>Buying a portfolio of stocks mentioned in a news article etc.<\/li>\n<\/ul>\n<p style=\"text-align: left;\">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.<\/p>\n<h5 style=\"text-align: left;\"><strong>Note<\/strong><\/h5>\n<ul style=\"text-align: left;\">\n<li>You can only add NSE stocks to create\/customise your smallcase.<\/li>\n<li>Your smallcase will be private and will be visible only to you.<\/li>\n<\/ul>\n<p style=\"text-align: left;\">We\u2019re adding more options to help you create your smallcase better &amp; easier \u2013 better way to select your stocks, easier weighting options and more. Tune into a webinar to learn more about creating your smallcase <a href=\"https:\/\/goo.gl\/n8YOHt\">here<\/a>. Do let us know how we could improve this experience for you, by commenting below.<\/p>\n<p style=\"text-align: left;\">Happy investing!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 \u2013 finding portfolio-related [&hellip;]<\/p>\n","protected":false},"author":149682,"featured_media":6780,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[531,413],"tags":[415,414],"class_list":["post-6768","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","category-smallcase","tag-buy-portfolios","tag-create-smallcase"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.5 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create your own smallcase &#8211; Z-Connect by Zerodha<\/title>\n<meta name=\"description\" content=\"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\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/zerodha.com\/z-connect\/smallcase\/create-your-own-smallcase\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create your own smallcase\" \/>\n<meta property=\"og:description\" content=\"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\" \/>\n<meta property=\"og:url\" content=\"https:\/\/zerodha.com\/z-connect\/smallcase\/create-your-own-smallcase\" \/>\n<meta property=\"og:site_name\" content=\"Z-Connect by Zerodha\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/zerodha.social\" \/>\n<meta property=\"article:published_time\" content=\"2017-03-16T07:10:03+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-02-02T09:14:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/zerodha.com\/z-connect\/wp-content\/uploads\/2017\/03\/banner-e1489648424569.png\" \/>\n\t<meta property=\"og:image:width\" content=\"493\" \/>\n\t<meta property=\"og:image:height\" content=\"214\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@zerodhaonline\" \/>\n<meta name=\"twitter:site\" content=\"@zerodhaonline\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/zerodha.com\/z-connect\/smallcase\/create-your-own-smallcase\",\"url\":\"https:\/\/zerodha.com\/z-connect\/smallcase\/create-your-own-smallcase\",\"name\":\"Create your own smallcase &#8211; 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