Orders might not get filled for your smallcase in the following scenarios:

  1. If the stock is already sold on Kite, orders might be unfilled (if you have sold a smallcase stock directly on Kite, this information is not updated in your smallcases due to privacy reasons. When you attempt to sell the stock again from your smallcase, this results in unfilled orders. Write to support@smallcase.com with the sell details to reconcile your holdings)
  2. Upper Circuit or Lower Circuit - Each stock has a limit upto which it can move, for a given day. So, when a stock's price hits the upper circuit, no more buy orders can go through and when a stock's price hits the lower circuit, no more sell orders can go through. You can repair the order or place a fresh a fresh order once the stock starts trading again. 
  3. Insufficient funds while placing the orders (even though a funds check is conducted when you place any order - prices might have changed resulting in a/some order/s not getting filled)
  4. No demat account linked with your trading account (you only have a trading account to buy/sell stocks, but no demat account to hold them - only delivery orders are placed for smallcases
  5. Liquidity issues in the market for those stocks (very rare for professional smallcases)

In this case, you can either Repair or Archive the batch

Repair

Repairing the batch helps you place fresh market orders for those stocks/orders that weren't filled so your smallcase can be complete

Repairing will be successful only under the following circumstances:

  • you're trying at a point where there's liquidity for the stock
  • if you have mapped a demat account later
  • you have added funds to your broker account
  • you have bought the same stock in the right quantity from the broker platform

If you're unable to repair the batch after trying multiple times, please write to support@smallcase.com 

Archive

Archiving a batch ensures your smallcase is complete, but the orders that were not filled will not be filled - and your smallcase won't contain those stocks/shares

In this case, the smallcase will not be the same as the original version you meant to buy/invest more/rebalance/exit & will differ in composition & returns

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