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Managing & Tracking
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