Portfolio Health Logic Updates

Modified on Thu, 14 Nov at 12:49 PM

What are the exit conditions?

1. Exits only from non-recommended funds

2. Small holding exits (<2% of total portfolio)

3. No exits for recommended funds or top-ranked funds from recommended categories


What’s in place?

1. Recommend the best funds from the Scripbox recommendation

2. Primarily focusing on portfolio clutter

3. Notifications for you to do your portfolio health check on the App/email notifications


FAQs

Q: Will the external portfolio have similar exit rules?

Yes, the external portfolio also will respect the same exit rules.


Q: Can you continue to modify exit recommendations?

Yes, this will continue to remain available.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article