When a user who has bought the stock through smallcase sells the stock directly on the broker’s website, it is not automatically reflected in smallcase. This leads to a deviation from the manager recommended portfolio. This also results in significant failures in Rebalance orders.
In this feature, we detect if the user has placed the order directly on the broker's website. If this is indeed the situation, we nudge the users to reconcile their holdings before placing a rebalance order. Users can add details of the trade made on the broker and then proceed to place the rebalance order. This ensures that the user's holdings are accurate before they place a rebalance order. Users will also have the option to skip this and place the rebalance order directly.
This feature has significantly reduced the order error rate that users were facing during rebalance
