Managing & Tracking

Everything you need to know about your investments

Vasanth Kamath avatar Gowri avatar Rahul Satish avatar +1
11 articles in this collection
Written by Vasanth Kamath, Gowri, Rahul Satish and 1 other

Understanding XIRR

Tracking returns of your investments
Rahul Satish avatar
Written by Rahul Satish
Updated over a week ago

Why is my rebalance order suggesting changes to the stocks which are not added/dropped in the rebalance update?

This happens due to price changes. A buffer has been added to avoid unnecessary transactions during rebalance
Rahul Satish avatar
Written by Rahul Satish
Updated over a week ago

My investments are lesser after Rebalance or Manage order !?

lesser investment after rebalance.
Gowri avatar
Written by Gowri
Updated over a week ago

How do I track the performance of my investments?

Metrics that help you know how your smallcase is doing
Vasanth Kamath avatar
Written by Vasanth Kamath
Updated over a week ago

How can I invest more or exit from my smallcase?

Select your smallcase, place an "Invest More" or "Exit" order
Gowri avatar
Written by Gowri
Updated over a week ago

How do I edit/end my SIP?

Change your SIP frequency, amount and next instalment date
Vasanth Kamath avatar
Written by Vasanth Kamath
Updated over a week ago

Can I add or remove stocks from my smallcase?

Learn to manage your smallcase investment
Gowri avatar
Written by Gowri
Updated over a week ago

How do I rebalance my smallcases?

Apply your rebalance and stay up to date with your investment objectives
Vasanth Kamath avatar
Written by Vasanth Kamath
Updated over a week ago

Explaining Current Investment, Money Put In and Current Value.

Understand the investment terms for smallcase.
Gowri avatar
Written by Gowri
Updated over a week ago

Dos and Don'ts of investing in smallcases?

Tips to stay on track with your smallcase investments
Vasanth Kamath avatar
Written by Vasanth Kamath
Updated over a week ago

Invest more in your smallcases

A guide on investing more in your smallcase
Angith avatar
Written by Angith
Updated over a week ago