Unclaimed investments refer to securities or dividends that remain unclaimed due to investor inaction — often because of outdated contact details, lost physical share certificates, or account inactivity. These may…

Rebalancing is the periodic adjustment of stocks/weights in a Smallcase to stay aligned with the strategy. You’ll get a notification and can apply changes with a single click.

Yes, you can partially or fully exit a Smallcase at any time. You can also customize it by adding/removing stocks after the initial investment.