smallcase: Stocks, MFs, FDs 4+

Great Concept and Transperancy

It is good idea and thought process one can take decisions on their own to decide where to invest and. PLEASE help out with SIP process into, amount oriented as to what amount of SIP gives what return outcome i.e. past investment SIP of particular shares in a smallcase has its return likewise. As in big amount smallcase for eg. Smart Beta or Middle class ones. We are not able to decide as to SIP amount as which share would be bought on what SIP amount are those performing or not in our SIP amount will performing share be included in SIP or not will low performing share be bought to bring down average.

Please request to developers to give broader analysis on “SIP” in smallcase.

Needs Improvement: Buggy Experience & Limited Features

I’ve been using the Smallcase app for a while now, and while the concept is great, the app falls short in a few key areas: 1.Connection Issues with Brokers: I’ve been facing persistent bugs while trying to connect with my Kotak Neo broker. This is a major setback as it disrupts the overall investment experience. 2.Limited Explore Section: The explore section is not very user-friendly. It lacks the ability to properly filter and select smallcases based on relevant criteria like rebalance timeline, fees, benchmark index, and more. The current filters feel irrelevant and don’t help in finding the right smallcase efficiently. 3.Transparency on Charges: The investment section should clearly show the total charges paid to the broker, including brokerage, all taxes, and DP charges. This is critical for tracking expenses and understanding the real cost of investments. 4.Multiple Broker Support: The app should allow users to connect multiple brokers, which would make managing and diversifying portfolios much easier. Overall, the Smallcase app has potential, but it needs significant improvements in these areas to truly enhance the user experience. Until then, it feels more like a work in progress rather than a fully developed investment tool.

Developer Response ,

Hi Ritu - Thanks for the elaborate feedback. Could you please give us more details on the first point by emailing us at help@smallcase.com?

Good concept , but as time goes shortfalls are more visible

This is a good aggregator concept. However I would like to have few additional features included. For SIP, there should be an option to “Apply SIP now” to make use of favourable market conditions. This can be limited to the number of registered SIP transactions itself. Invest more option, for me, is to put additional different amount to invest my non-cyclical additional income. If I am having monthly SIP and I see that market has dropped two days before SIP date, if I want to make use of the opportunity in my SIP, currently it’s not possible.
The report for transactions by smallcase is a useful feature to have. Currently I have to rely on broker reports which are not mapped to smallcases. So if two smallcases have invested in same stock, I will not be able to differentiate easily. Transaction report by smallcase will solve my problem here.