In today’s fast-paced market, automated investing and systematic portfolio building are no longer luxuries—they’re essentials. Whether you're an individual investor or a financial professional, Systematic Investment Plans (SIPs) help you stay consistent, eliminate emotional decision-making, and benefit from rupee cost averaging.
But what if your SIP platform did more than just automate? What if it also helped you build model portfolios, allowed custom allocations, and supported one-time bulk buying during market dips?
Welcome to Alphabots SIP —your next-gen tool for intelligent, flexible, and transparent investing.
How to Create an SIP on Alphabots
Setting up an SIP on Alphabots is quick, intuitive, and packed with features tailored for today’s investor.
Here’s a step-by-step guide:
1. Log in & Navigate to SIP
Once you’re logged into the platform, head to the ‘Create SIP’ section from the left-hand sidebar.
2. Add Stocks or ETFs
Click the “Add Symbol” button to include stocks or ETFs in your SIP. You can choose from:
Choose from Predefined baskets curated by Alphabots, or
Build your custom portfolio with selected stocks and ETFs aligned with your strategy.
This is where you begin to create your model portfolio, similar to platforms like Smallcase—but with more flexibility.
3. Define Investment Amount
Enter the total SIP amount you want to invest. This amount will be allocated based on your preferred strategy. This is the total investment you'd like to make at each interval.
4. Choose Allocation Method
You have two options:
Equi-weighted: The amount is split equally among all selected stocks.
Custom Weighted: You manually assign different weights or share counts to each stock. Allocate specific weights or number of shares to each stock.
5. Set Investment Frequency
Choose how often you want to your SIP to be executed:
Daily
Weekly (select your preferred day)
Monthly (select the date)
This lets you plan your cash flow with precision.
6. Finalize & Invest
Click ‘Invest Now’ to proceed. You’ll be prompted to:
Name your SIP basket
Choose between Live Trading and Paper Trading
Use Alphabots SIP as a One-Time Bulk Investment Tool
Besides recurring SIPs, Alphabots also lets you use the same basket as a bulk investment tool during market corrections.
Enable the SIP,
Execute a single-time investment when the market dips,
Disable it after execution.
This makes it a highly adaptable feature for opportunistic investors who want to buy the dip without manually re-entering stock allocations.
Track & Manage SIPs with Full Transparency
After setup, you’ll be redirected to the ‘My SIP’ dashboard. Here you can:
View all active SIPs
Edit, Delete, or Pause them anytime
Access the Order Book to track every transaction and execution
Alphabots maintains complete audit logs to ensure transparency and compliance across all your portfolios
Build Model Portfolios Like a Pro
Think beyond SIPs. Use Alphabots to design and manage model portfolios for:
Long-term wealth creation
Sector-based investing
Thematic portfolios (ESG, tech, dividend, etc.)
Client portfolios (for advisors and RMs)
This turns Alphabots into a full-fledged portfolio management platform—not just an SIP too
Why Investors Prefer SIPs on Alphabots
Trending Benefits:
SIP investing made smarter with custom weights
Flexibility for both recurring and one-time investments
Built-in tools to buy the dip
Best for model portfolios and advisors
Automated, transparent, and scalable investment
Final Thoughts
AlphaBots empowers modern investors with more than just automation—it offers clarity, customization, and control.
Whether you’re a retail trader or a fintech advisor, building SIPs and model portfolios with Alphabots can help you stay ahead, invest systematically, and scale effortlessly.