Managing & Tracking

Everything you need to know about your investments

11 articles in this collection
Written by Rahul Satish and Angith

Understanding XIRR

Tracking returns of your investments

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

Written by Rahul Satish
Updated over a week ago

How do I track the performance of my investments?

Metrics that help you know how your smallcase is doing

Written by Rahul Satish
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

Written by Rahul Satish
Updated over a week ago

How do I edit/end my SIP?

Change your SIP frequency, amount and next instalment date

Written by Rahul Satish
Updated over a week ago

Can I add or remove stocks from my smallcase?

Learn to manage your smallcase investment

Written by Rahul Satish
Updated over a week ago

How do I rebalance my smallcases?

Apply your rebalance and stay up to date with your investment objectives

Written by Rahul Satish
Updated over a week ago

Dos and Don'ts of investing in smallcases?

Tips to stay on track with your smallcase investments

Written by Rahul Satish
Updated over a week ago

My investments are lesser after Rebalance or Manage order !?

lesser investment after rebalance.

Written by Rahul Satish
Updated over a week ago

Explaining Current Investment, Money Put In and Current Value.

Understand the investment terms for smallcase.

Written by Rahul Satish
Updated over a week ago

Invest more in your smallcases

A guide on investing more in your smallcase

Written by Angith
Updated over a week ago