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.

Managing your smallcase 

  • Tap on the smallcase in the Investments tab and scroll to the bottom of  ‘Stock Constituents’
  • At the bottom of the list of stocks, you can find the option to ‘Manage Stocks'

Adding Stocks: 

  1. 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.
  2. If you wish to buy additional shares of an existing stock, tap on '+' to increase the quantity
  3. Tap on Confirm Changes to review and place orders

Selling Stocks:

  1. In order to sell a stock completely, reduce the Quantity to 0, so that all the shares of the stock will be sold.
  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

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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