PocketBull + Zerodha

Run a PocketBull cycle each payday (or whenever you're ready to invest). PocketBull's AI analyzes Nifty 50, Sensex, sector trends, and market conditions to suggest a split across 4 buckets:

• Safety Anchor: Nifty 50 or Sensex index fund (e.g., Nifty 50 ETF, Nifty Bees)
• Growth Engine: Nifty Next 50 or Midcap fund (e.g., Nifty Next 50 ETF, Midcap index fund)
• Steady Income: Bharat Bond ETF or Nifty IT fund
• Wildcard: Nifty Smallcap or Bank Nifty ETF

Log into your Zerodha account and navigate to the "Invest" or "Holdings" section. You'll search for each suggested instrument by name. Zerodha Kite makes it simple:

• Click "New Order"
• In the search box, type the instrument name (e.g., "Nifty 50 ETF" or "Nifty Bees")
• Select the result from the dropdown

For each bucket, enter the quantity or amount you want to invest (based on PocketBull's suggestion) and choose "MIS" or "CNC" based on your brokerage plan. Most SIP investors use CNC (cash and carry — hold till you sell). Place the order and confirm.

Return to PocketBull and enter the amounts you actually invested in each bucket. This builds your investment history and helps PocketBull track your portfolio over time. PocketBull learns from your execution pattern and refines suggestions accordingly.