Step 1: Secure broker connection
SmartETF uses OAuth or broker APIs (Zerodha, Dhan, Groww, Finvasia) to connect your account. You can revoke access anytime.
- No fund transfer to SmartETF.
- Tokens are encrypted and can be rotated.
- Only your broker executes trades.
Step 2: Rule engine creates orders
The algorithm checks ETF signals, sector caps, and drawdown thresholds. When a signal hits, SmartETF prepares the order for approval.
You set the limits—SIP amount, dip multiplier, and per-ETF caps.
Step 3: Alerts + approvals
Receive WhatsApp/email alerts for every purchase. Approve large orders before they execute.
All transactions are logged with timestamp, ETF, and broker reference.
Step 4: Performance tracking
Track monthly performance, sector exposure, and diversification across Gold BeES, Silver BeES, IT, Infra, Realty, and MAFANG ETFs.
See diversification guide →