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What happens when I buy/sell new holdings outside smallcase?
What happens when I buy/sell new holdings outside smallcase?

Steps to follow if directly sold from broker

Paramita avatar
Written by Paramita
Updated over a week ago

If you buy/sell any of your mutual funds or stocks outside smallcase, you can come back to smallcase and resync your holdings anytime to get a fresh overview of your net worth.

Note: Try resyncing your mutual funds post 1-2 days after your recent buy/sell as it takes time to start reflecting on smallcase. Stocks & ETFs can be resynced immediately post-transacting.

  • You can resync your mutual fund holdings to import any new buy, sell or SIP.

  • You can resync your stock & ETF holdings to import any newly bought/sold scripts.

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