With smallcases, you have full flexibility over your investments. You can manage your smallcase by adding/removing stocks or adjusting quantities, in a few taps.

By going to Investments > Select your smallcase > scroll down > See all stocks > Manage Stocks

Adding stocks

  • On the manage screen, tap on the 'Add a stock' option to add a new stock and increase the no. of shares to the desired quantity.
  • Tap on Confirm Changes to review and place orders

Increasing  / Decreasing the Quantity of existing stocks:

  • use the + / - symbol to increase or decrease the available shares in your already existing stocks. 
  • Shares : It  shows the number of Shares that you will have after the change. 
  • Change: It shows the share that is about to get sold or bought differentiated by Red and Green.

Example from the  screenshot : Gujarat Alkalies : Buying 4 additional shares adds to 25 shares in total. So previously it had 22 shares.
Birlasoft Ltd: Selling 4 shares which had 12 shares initially.

Selling Stocks:

  1. On the manage screen, reduce the quantity of a stock to 0 in "Shares" in order to sell it completely.
  2. If you wish to sell some shares of a stock only, reduce the qty to the no. of shares you would like to retain. The remaining would be sold. 
  3. Tap on Confirm Changes to review and place orders
  4. Example from the above screenshot : Take Solutions Ltd - selling all 8 shares by making 0 in the Shares column.

A video demo for the same is also available

Caution: Adding stocks or shares from your smallcase means it will not match the original version, and hence the holdings, composition & returns of your smallcase will be different. Only proceed with managing your smallcase, if you know what you're doing. Not recommended for first-timers :)

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