# smallcase - Save & Invest — user reviews > 75 indexed App Store user reviews of smallcase by Smallcase Technologies Private Limited, rated 4.80/5 from 759 ratings. - Source: https://appshunter.io/ios/app/smallcase-save-and-invest/id1345309437/reviews - App overview in markdown: https://appshunter.io/ios/app/smallcase-save-and-invest/id1345309437.md - Rating breakdown: 5★ 660 · 4★ 62 · 3★ 18 · 2★ 5 · 1★ 14 ## What do users think of smallcase? Overall sentiment: mixed **Pros** - 👍 Easy-to-use interface and intuitive design - 💡 Innovative concept of curated stock baskets (smallcases) - 🎯 Helps beginners navigate stock market investing - 🔗 Smooth integration with brokers like Zerodha - 📊 Good portfolio management and visualization features - ⚡ One-click execution for rebalancing and investing - 🏆 Excellent customer support (when responsive) - 🎓 Educational insights into stock strategies and analysis **Cons** - 💸 High subscription fees that often outweigh returns - 📉 Poor investment performance and significant losses reported - 🐛 Frequent app crashes and freezing issues - 🔐 Persistent login and authentication problems - ⏱️ Session timeouts and automatic logouts - 🚫 Rebalancing errors and technical glitches - 📱 UI/UX inconsistencies and navigation difficulties - 💬 Inconsistent and unresponsive customer support - 🔗 Poor broker integration (especially with Groww and Upstox) - 🤔 Lack of transparency regarding hidden charges and fees - 📊 Misleading performance metrics and CAGR calculations - ⚠️ Fund manager competency concerns **Commonly reported bugs** - App crashes on startup and during operations - Login failures with OTP not being sent - Session expires too quickly requiring frequent re-login - Rebalancing orders fail with 'not enough shares' errors - Insufficient funds errors during rebalancing - Screen resize issues on iPhone SE3 with unclickable buttons - App freezes at 'Collecting Ideas' screen - Repair orders not functioning properly - Portfolio not syncing with broker accounts - Stocks sold in broker account not reflecting in app - Search functionality not working properly - App becomes unresponsive and slow - Automatic logouts throughout the day - Incompatibility with older iOS versions - Payment gateway connection issues with Zerodha - Groww integration causing repeated login requirements **Most requested features** - iOS widget for quick portfolio viewing - Ability to prepone/advance SIP dates for market opportunities - Search functionality within smallcase stock lists - Dividend tracking and reporting features - Transaction reports filtered by smallcase - Download investment and returns reports - Total fees paid summary - Multiple account/profile login support - Apple Watch app version - Loan tracking and management features - Better SIP analysis with amount-oriented outcomes - Direct stock selling from demat account within app - Limit order feature for stocks - Complete Zerodha integration for real-time sync ## Newest reviews (13 of 75) ### 3/5 — Unable to place orders through app *2026-01-06* Whenever I try to place an order through app, such as buy or rebalance, it takes me through the browser then it performs the login using my broker app, and then goes to browser again and then never makes it to Smallcase app again. I am left with the NativeBrokerLogin screen with an error message, ‘Unable to redirect’. But if i perform the whole flow on browser it works. **Developer response:** Hi, We regret the inconvenience you had to face. For better assistance please share your information with support@smallcase.com. We will be happy to assist you. ### 3/5 — iOS widget required urgently *2025-11-09, version 7.29.0* Hi Team, Fabulous application. That said where is the iOS widget - you need to make one just like Kite - Zerodha - this makes seeing daily movement and portfolio amount super easy and convenient. Please I am begging you guys just get the widget online already ! We are in Nov 2025 and we are not getting any younger. 3/5 star the missing 2 stars is for lagging behind in widget / convenience! ### 4/5 — Information Simplification is needed. *2025-10-01, version 7.19.0* Personal Opinion: Every information that is showcased should have a connecting root and how this is leading to appreciation. Right now I was not able to understand what rebalancing we were trying to achieve. ### 4/5 — Transaction *2025-09-04, version 7.19.0* Not clear how transactions charge will be deducted. Where to deposit money, in broker’s account or in your platform. Amount which is reflecting in your platform is lying where? Would you like to clear these questions please? Chatbot is not sufficient to answer these details. Thanks ### 3/5 — UI sessions expires too quick *2025-07-31, version 7.16.0* Integration with Groww is very bad. You need to login into groww multiple times. Even sometimes session gets logged out. Also if you want to manage smallcase it’s difficult to locate stocks. No search is provided if you have like 50 stocks in the list. ### 4/5 — Repair orders not working *2025-04-21* I have been trying to repair orders from past months but none of them is working properly. Even there is no option to upgrade the app. Please look into to it and provide resolution. **Developer response:** Hi Abhishek - Sorry for the inconvenience. Please write to us at help@smallcase.com with your details and we'll look into it immediately. ### 4/5 — Add loan tracking also *2025-01-03* I love the app and loan taking idea too but I want to give you a suggestion where you can allow user to put loan details of different loans so the user can track the different loans from your app. Eventually they can start the sip for that loan target to meet Or else you can give a feature to help them with a inbuilt strategy to finish the loan fast. Blindly people will download you ### 3/5 — Search doesn’t work properly *2024-09-02, version 6.44.0* Title ### 3/5 — Good concept , but as time goes shortfalls are more visible *2024-08-14* 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. ### 4/5 — Great app experience overall *2024-08-09* The app is great, been using it from past two years. Below are some features I would like have to make it more friendly 1. Add a section to see how much dividends we have earned , probably a date filter for filtering by time 2. Timeline of how much money we put in, now we can only see this by going to each individual smallcase which is a pain 3. A way to download investments and returns reports for all smallcases 4. Total value of smallcase fees paid **Developer response:** Hi Sharathsamala -Thank you so much for the rating and for sharing your thoughtful feedback! We're glad to hear you've been enjoying the app over the past two years. We’ve noted your suggestions. ### 4/5 — Best *2024-06-07, version 6.34.0* Best way to SIP ### 2/5 — Great concept with buggy application *2024-06-03* While the concept of smallcases is appreciated. The app is extremely buggy with multiple crashes, automatic log outs throughout the day. The process of investing where it keeps on jumping between 2 applications (smallcases and kite) is extremely annoying which fails half of the time in any of the intermediate steps. I like the application a lot but if these UX things are improved then it would be even better. **Developer response:** Hi there, we apologize for the inconvenience. Please share more details about the bugs you encountered by emailing us at help@smallcase.com, and we'll look into it immediately. ### 4/5 — Smallcase Review *2024-04-16* The app is great. I loved the concept. There is just a slight problem though. It should be linked with Zerodha completely, because once you buy the case from the app. It reflects in Zerodha, but if you sell the stocks from Zerodha it doesn't reflect in smallcase app which gets very confusing for the overall investment a person has made. But they have great customer service. Loved it. **Developer response:** Hi Geetansh - Thank you for the love! We currently have an option to reconcile your holdings on the app that you can use to update sold stocks. We understand that this is not automatically done at the moment & we've noted down your feedback on this:) We'll keep you posted in case of anything ## Most critical reviews (10 lowest-rated) ### 1/5 — Disappointed!! *2026-08-14* I have been doing monthly and quarterly SIPs in smallcases for the last 2–3 years and was perfectly fine paying ₹10 + GST for each SIP transaction. But now the SIP format has been changed and rebranded as “Investment Reminder” under the “Invest More” category, where the fee is ₹100 + GST per transaction. That is a shocking 10× increase! Even worse, automated SIPs no longer offer the quarterly option, and the minimum SIP amount has effectively become the minimum investment amount of the smallcase. How is an average investor expected to invest ₹50,000–₹90,000 or more every month in a single smallcase? These changes seriously undermine the convenience and affordability that made smallcase attractive in the first place. I have been a long-term user, but this is making me lose trust in the platform. Very disappointing and honestly sad to see such a drastic change. **Developer response:** Hi Ashutosh, Please share your details with us at support@smallcase.com. Our team will be happy to connect with you over a call and assist you further. ### 1/5 — Please don’t fall for this Trap. Invest if you want to loose money *2025-09-12, version 7.19.0* After paying fees of more than 20k in the past 1 year. My portfolio Is down by more than 2.8 lakhs. I don’t understand the strategies and analysts knowledge of the market. My total loss on all the investments is more than 3 lakhs. I do not recommend this even after paying fees you are still at huge loss. It’s better to invest according to our knowledge of the market. ### 1/5 — Incompetent Fund Managers – A Disaster for Your Money *2025-03-26, version 7.3.0* If you’re looking for a guaranteed way to burn your money, this app is perfect for you. Their so-called “fund managers” are completely incompetent and seem to have no idea what they’re doing. Honestly, I doubt they’re even credible. What’s the point if they can’t manage funds properly? I subscribed to the paid Smallcase Alpha Blend – Market Leaders, and guess what? I still lost my money. Paying for this was just adding insult to injury. Stay far away unless you enjoy throwing cash into a black hole. ### 1/5 — Worst customer support *2025-01-29* I have been using this app for a while. After I changed my device, I faced with a login problem stating my broker account is linked to another number, but i have only one number. I wanted this to get resolved and reached out to smallcase’s support team. Believe me it is the worst customer support i have ever contacted. 1. They have shift, so each and everytime you should explain your problem from the scratch to those illiterates. 2. Your chat gets disappeared often, so you have to click multiple system generated options and then again reach out to those illiterates. 3. I have been advised to do some steps, and i did that and ended up nothing working out. even i sent them a screen record of the issue still no response. 4. As i mentioned earlier i was talking to many in a single chat, i have to discuss my problem from the scratch and at end of it all they said to me is we can schedule a gmeet and have it discussed. I have been trying to get this resolved for like 5 months and initiated many chats ive been told we can have a gmeet like 30 times but they never initiated one. **Developer response:** Hi Naveen - Sorry for the inconvenience. Please share your details at help@smallcase.com and we'll look into it immediately. ### 1/5 — As bad as you can think of. *2024-10-16* Pathetic service and money beggars. Special Adel. **Developer response:** Hi Ashok - We're sorry to hear about your experience. It appears that we've already offered complete assistance on chat. Please reach out to us at help@smallcase.com if you have further queries. ### 1/5 — Loss are not reflected correctly *2024-09-27* i invested in defence and railway and endedup in 10% loss. Hold on. you endup in loss. Government will not consider this as a loss. you have a stock collection. some made profit and some made loss. overall you are in loss. but government will charge tax on some tocks that had little profix. so overall you had loss + 15% tax on stocks that gained some money. This is a scam. you will not make money in current market conditions. Don’t go for it. thou defence is making loss since a year its shown as one of top 6. So fundamentally this is not right **Developer response:** Hi Shankar - Thank you for your feedback. The returns for your smallcase depends on how the underlying strategy plays out in the market. The tax here will be applicable on long-term & short-term gains and will apply on net gains within each category. Please reach out to us at help@smallcase.com for more details & we'll help clarify this for you. ### 1/5 — Ease of use *2024-09-06, version 6.44.1* Not very easy to navigate. Difficult to know which is a paid and which is not. Plenty of room for improvement. When performing a rebalance, errors appear, saying not enough shares to be sold etc. This is completely in their control and they should know how many shares to sell etc. sometimes we get error message saying not enough funds while performing a rebalance. When this happens, no telephone number to call or speak to. !!! ### 1/5 — A Word of Caution: My Experience with Smallcase *2024-07-28* I have been using smallcase for a few years now, but I haven't found it to be worthwhile. The concept doesn't seem to deliver the promised value. I had taken out a paid plan, but I ended up losing a significant amount of money in addition to paying extra for the membership. Based on my experience, I would not recommend smallcase to anyone else. The costs outweighed any potential benefits, and I ultimately lost money rather than making profitable investments through the platform. My advice would be to look for other investment options that provide better returns and value for the fees charged. **Developer response:** Hi Ankur - Sorry that you feel that way. The returns are subject to how the strategy plays out in the market. Please share your details at help@smallcase.com and we'll look into this. ### 1/5 — Too slow to fix issues *2024-04-30, version 6.30.0* App was working fine till about 6 months ago. Then started the issue with Rebalancing. They keep saying that the issue has been raised to Kite (the broker) but nothing has moved till now. How can a company at such a huge growth opportunity be so lax? I am loosing money on every rebalance because of their inaction and careless attitude. No chance of getting any compensation either for my losses it seems. I guess I will have to approach SEBI and Consumer Courts now, against my will. ### 1/5 — Not great app for financial *2024-03-14* SIP date showing something older date as pending 😇. What kind of financial APP is this? **Developer response:** Hi there - Apologies for the inconvenience. This is not the ideal case. Please provide us with your details via email at help@smallcase.com, and we will promptly investigate and address the issue for you. ## Most praised reviews (10 highest-rated) ### 5/5 — Create own *2025-12-21* I wanted to build my own smallcase from nifty 50 stocks using stock screener on phone but it did not work. Selected all fifty with nifty 50 filter then clicked on create small case . **Developer response:** Hi, We’ve noted your feedback about creating a smallcase using Nifty 50 stocks on the mobile screener. Please write to support@smallcase.com with your registered contact details and a brief summary of the issue, and our team will review it and assist you further. Thanks again for taking the time to share your experience. ### 5/5 — Third class app *2025-04-07* The only thing they suppose to do is to manage technical stuff. That's being and selling order. Every time there is a rebalance I am not able to do it because of technical glitch. And every time somebody else comes and give me the same advice. Clear cache etc. Frustrating. ### 5/5 — Caring for the customer *2025-01-06, version 6.57.0* Dear team I very sincerely appreciate your efforts in resolving my issues which was causing lot of inconvenience to me as a user. Also I appreciate the efficacy of small cases which help any customer to make a small case of their choice and invest . Great and keep going All the best Mudhita ### 5/5 — The app and Services *2024-10-18* The application is great as whole, very straightforward UI and really interactive no glitches I’ve encountered since I’ve downloaded the application. The services being provided are unique as they create a bridge between beginners and RAs/IAs in turn giving some really good insights into the type of stocks being used and the capabilities of them as well. ### 5/5 — Really Bad support *2024-09-20, version 6.46.0* Getting support from Small case is really difficult, I have small query and been trying to connect with support chat since morning but no one responds. Also no option to call them or any other way to communicate ### 5/5 — Awesome app and support team. *2024-07-23, version 6.38.0* The app is simple to use and gets most of the work done in one click.. the app is backed by a very prompt support team who help and respond on the shortest possible time. Strongly recommended for strategy based investing. ### 5/5 — Great app. Great design *2024-06-13, version 6.34.0* Love the app. Very easy to use. Excellent design as well. I really love a good looking app ### 5/5 — One of the best app with best customer support *2024-04-26, version 6.29.1* I have been using smallcase for a while, one of the best platform with so easy integration with my broker . Very usefriendly and easy to understand. Best part is there techincal support team, so helpful. Very happy. ### 5/5 — Good app *2023-08-08* Smallcase is a good app. It has nice suggestions plus they also give me a view of what best portfolios of fellow investors look like. Integration with various brokers is quite smooth. I like the value that it offers. So far, I am quite happy with it. However, you should also roll out a version for Apple Watch - so that I can view the portfolio on fly. ### 5/5 — Doesn’t work anymore *2023-01-17* This app used to work there was broker login but it doesn’t work anymore with mobile OTP sign-in. When I try to sign in using OTP it asks for broker login but when I login using broker login it crashes. **Developer response:** Hi there - Sorry for the inconvenience. Please share your details at help@smallcase.com and we'll look into it. --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-04.*