smallcase is about helping you manage your portfolios seamlessly. You can also add certain stocks or shares to your smallcase

Adding stocks

  1. Tap on a smallcase in the Investments tab and scroll to the bottom of  ‘Stock Constituents’. 
  2. At the bottom of the list of stocks, you can find the option to ‘Add/Remove stocks’.
  3. 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.
  4. Tap on Confirm Changes to review and place orders

Selling individual stocks

  1. Tap on a smallcase in the Investments tab and scroll to the bottom of  ‘Stock Constituents’. 
  2. At the bottom of the list of stocks, you can find the option to ‘Add/Remove stocks’.
  3. On the manage screen, reduce the quantity of a stock to 0 in order to sell it completely.
  4. 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. 
  5. Tap on Confirm Changes to review and place orders

A video demo for the same is also available

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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