Step-by-step guide
Open Wealth → tap the Wealth icon→ tap Link Account → choose Gold.
Pick a gold type:
Physical Gold → enter purity, quantity, purchase date & price → tap Add Investment
Gold ETF → select your broker → sign in via the smallcase gateway → approve access
SGB → select bond name → enter quantity, purchase date & price → tap Add Investment
Digital Gold → choose provider → enter quantity, purchase date & price → tap Add Investment
Add more → tap + Add More to log additional holdings.
Review & edit/delete → go to the Gold card in Wealth, tap on any holding to open details:
Edit → adjust quantity, date, price
Delete → remove the holding entirely
For ETFs → tap the overflow (⋮) on the card for Sync or Disconnect.
Things to keep in mind
Auto-sync: Only Gold ETFs update automatically when linked; manual types need you to tap Sync or re-enter values.
Data accuracy: Verify purity, bond names, and purchase details to ensure correct valuations.
One-click removal: Use the Delete or Disconnect option in the holding’s overflow menu to clean up your slate easily.
FAQs or Common Issues
“I tapped Delete but it’s still there.”
Please pull down to refresh the Wealth screen; if it persists, try again or contact support.
“My ETF didn’t sync after reconnecting.”
Re-launch the smallcase gateway via the Sync option, or disconnect and relink the account.
“Can I recover a deleted gold entry?”
Once deleted, you’ll need to add it again manually or relink your ETF.
Need help?
For any questions or issues, email us at [email protected]. We’re here to help!