Customizing smallcase

CLICK CUSTOMIZE
On the smallcase page, go to ‘Stocks & Weights” and click on ‘CUSTOMIZE’
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CHOOSE WEIGHTING SCHEME
Pick from the Equi-weighted and Market Cap weighted weighing scheme. Or you can can continue with the existing scheme
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ADD STOCK
Click on the add stock button and search for the stock name. You can also add stocks from the ‘Quick add stocks’ section
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ASSIGN SEGMENT
Drag and drop the stocks to move to a segment. You can also create a new segment by clicking on the ‘Add Segment’ button
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EDIT WEIGHTAGE
Edit weightage of the stocks as per your criteria, you can also lock/unlock the weightage by clicking on the lock icon
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TOGGLE BETWEEN WEIGHTS AND SHARES MODE
You can also switch between Weights and Shares mode by clicking on the Weights column head
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EDIT NAME AND DESCRIPTION
Give your smallcase a unique name and description. To avoid confusion, make sure you use a name different from the existing one
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CLICK INVEST NOW
Click on INVEST NOW to invest in the smallcase. To save the smallcase as draft click on ‘SAVE FOR LATER’
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CHOOSE THE AMOUNT
Fill in the amount to invest and confirm
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CHOOSE THE AMOUNT
Fill in the amount to invest and confirm
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CLICK INVEST NOW AND CONFIRM
Review stocks, weightage, quantity and click INVEST NOW. Confirm the order