In light of transparency updates and from user feedback, changes around visibility and discoverability have been made to blocked smallcases. This would ensure users have greater context regarding blocked smallcases across the smallcase ecosystem and also understand why the smallcase has been blocked.
When you (smallcase Manager) want to stop new subscriptions to a smallcase but wish to continue to send rebalance updates to existing subscribers, you can keep the smallcase in a Blocked state.
Existing subscribers as well as already invested users will be able to 'invest more' in the smallcase. You can also provide non-investors and intent users context on why it was blocked.
- Blocked smallcases are discoverable and searchable anywhere in the ecosystem, including your microsite, smallcase web/app and the broker platforms (where meant to be discoverable).
Users who have watchlisted smallcases will be able to see that their smallcase has been blocked.
- Blocked smallcases’s (free and fee based) stocks and weights section can be viewed by subscribed users after logging in.
- Blocked smallcases can now be accessed from the smallcase URL.
The smallcase profile will showcase the smallcase details but will not allow new users to subscribe (in case of fee-based smallcases) or invest (in case of free smallcases).
- In your microsite, blocked smallcases will appear below in the list of published smallcases labeled as closed for new subscribers/investors
- Existing investors/subscribers can still invest and would be given context of the same through the smallcase card.
- On the publisher platform, a smallcase can be blocked from the ‘Manage smallcase’ modal.
