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

1. To add a stock to create your smallcase, just click on the “+” button in the header next to Name.


2. Once you have added all the stocks, you can click on "Create smallcase" at the top right of the table to buy the created portfolio.




3. Once you connect your broker account, you can complete buying the stocks as a portfolio on the smallcase platform.