Once you are done tweaking filters & criteria to arrive at your screen, you can start adding stocks from the screening results to the smallcase and invest in it immediately

Step 1 - Add stocks
To add a stock to the smallcase, just click on the “+” button in front of the stock name. 

Step 2 - Review stocks

You can see the list of stocks added to the smallcase by clicking on the green window on the right bottom of your screen

Suppose, in addition to the screening results, you also want to add one more stock to your smallcase. You can do the same by typing the stock name in the search box inside the smallcase card and selecting the stock from the results list (enter 3 characters at least to trigger the search)

At the bottom of the smallcase card, you would also be able to see the approximate cost of an equal weighted smallcase of stocks present in the card. Clicking on CREATE NEW SMALLCASE button will take you to the create page on smallcase.com, where you can change the configuration with past 1Y performance, segments, weights/shares before buying the smallcase

On smallcase:

Step 1 - Assign a weighting scheme for your stocks

  • 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

Step 2 - Save or Invest

  • Once you scroll to the bottom after assigning weights, you can see how the smallcase would have performed in the last 1 year with respect to the general market (Nifty)
  • After reviewing this, you can click on 'Save for Later' if you wish to invest in it at a later time
  • To invest immediately, you can click on 'Invest Now'. After giving your smallcase a name and a description, you can then review and confirm the orders

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