Automate Your Portfolio with Cubeplus SIPs

P
Prince K |
Automate Your Portfolio with Cubeplus SIPs

A Systematic Investment Plan (SIP) in direct stocks allows investors to buy shares of chosen companies at regular intervals, daily, weekly, or monthly, rather than through a lump-sum purchase. This method supports cost averaging in stock investment, helping to reduce the effects of short-term volatility and build long-term investing discipline.

With CubePlus, Tradejini’s automated stock investment platform, investors can now automate their equity and ETF purchases seamlessly. The Stock SIP on CubePlus Tradejini functions like a mutual fund SIP but offers a major edge: you invest directly in equities without recurring fund management charges, only standard brokerage applies. This feature combines automation and consistency, enabling investors to benefit from direct equity SIP benefits without manual intervention.

Also Read: CubePlus by Tradejini The All-in-One Analysis Platform

Navigating the Dashboard

After logging into CubePlus, the top navigation bar displays the main modules: Dashboard, Orders, Positions, Holdings, Market Scan, Funds, and Mutual Funds (Beta).



To access the SIP setup, open the Orders section, where tabs include Orders, Trades, GTT, Baskets, SIP, and IPO. Selecting SIP launches a clean, functional interface for configuring your plan, ideal for users exploring the CubePlus SIP feature guide.

Also Read: How to apply for an IPO on CubePlus website by Tradejini

Setting Up a New SIP

Creating a SIP on Tradejini involves a clear, step-by-step process:

  1. Name your SIP: Customize it (e.g., Long Term, Growth Portfolio).

  2. Choose a start date: Pick your SIP start date from the built-in calendar.



  1. Set frequency: Choose Daily, Weekly, Fortnightly, or Monthly.

  2. Select duration: Define your investment period, 10 Days, 10 Fortnights, or 22 Fortnights.

You can add up to 20 stocks per SIP, making it easy to build a diversified equity basket. CubePlus supports a maximum of 50 active SIPs, offering scope for thematic or sector-based portfolios.

The platform’s Tradejini stock SIP automation ensures consistent investing discipline by executing orders automatically, aligning with your chosen schedule.

Example: Setting a Fortnightly SIP

In the example below, the investor creates a SIP titled “Long Term,” starting on 10th November 2025, with a fortnightly frequency and a 22-period duration.
They add Dr. Reddy’s Laboratories (DRREDDY) with an investment amount of ₹5,000 at an LTP of ₹1,204.60.



Once configured, CubePlus displays the SIP order schedule, showing when the next order will be placed (e.g., in 2 days) and its current status (Active). All SIP orders execute automatically at 9:30 AM on scheduled dates. If a trading holiday falls on the date, the order moves to the next working day.



This combination of flexibility and automation makes CubePlus one of the most efficient automated stock investment platforms for Indian investors.

Key Highlights

  • Manage up to 50 SIPs simultaneously.
  • Add 20 stocks per SIP for automated diversification.
  • Flexible scheduling to match personal cash flow.
  • Fully automated stock SIP execution for investing discipline.
  • Unified dashboard for tracking periods, status, and trigger dates.

Interesting Fact

While SIPs are usually tied to mutual funds, stock SIPs like those on CubePlus Tradejini bridge the gap between passive and active investing. You can now replicate fund-like consistency directly in equities or ETFs while avoiding stock SIP vs mutual fund SIP fees.

Also Read: Want to Buy Your First Mutual Fund? Here’s Exactly How to Do It on CubePlus

SIP-based investing also smoothens volatility over time, supporting cost averaging in stock investment and helping investors remain committed to long-term wealth creation.

Final Thoughts

The SIP feature on CubePlus brings simplicity, discipline, and automation together for serious investors. Whether you’re building a defensive portfolio, focusing on growth, or targeting ETFs, this feature helps you stay consistent, one of the most underrated aspects of wealth creation.

It reinforces a timeless principle of investing: success comes not from timing the market, but from time in the market.

Start your Stock SIP journey today by signing up on CubePlus by Tradejini.


Disclaimer: The information provided in our blogs is for informational purposes only and should not be construed as financial, investment, or trading advice. Trading and investing in the securities market carries risk. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results. Copyrighted and original content for your trading and investing needs.

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