smallcase Lifecycle

1. First order by a user in a smallcase - BUY

Each smallcase is represented by a unique id called scid. Pass the scid of respective smallcase which user wants to "buy".
Possible order type: BUY
x-gateway-authtoken JWT: can be a guest user auth token
Sample request body -

{
    "intent": "TRANSACTION",
    "orderConfig": {
        "type": "BUY",
        "scid": "SCET_0010"
    },
    "notes": "upto 256 character long string (optional) to tag order"
}

Once the user completed a buy order, in the transaction response, iscid (a unique identifier for the user's invested smallcase) is created and shared.

2. Subsequent orders in an invested smallcase

The iscid can be used to trigger subsequent orders on the invested smallcase.
Possible order type: INVESTMORE / FIX / REBALANCE / SIP / MANAGE / EXIT
x-gateway-authtoken JWT: must be connected user auth token
Sample request body -

{
    "intent": "TRANSACTION",
    "orderConfig": {
        "type": "INVESTMORE",
        "scid": "SCET_0010"
    },
    "notes": "upto 256 character long string (optional) to tag order"
}

3. Start and manage SIP

This iscid can be used to manage SIP (start, edit, end).
Intent: SIP_SETUP
x-gateway-authtoken JWT: must be connected user auth token
Sample request body -

{
    "intent": "SIP_SETUP",
    "orderConfig": {
        "iscid": "5f58be2e0ae6815aef0d1118"
    }
}

Learn more in our SIP Setup guide

List of order types

Order Type	Description
BUY	This is the first investment for the user in a smallcase (identified uniquely by scid).
INVESTMORE	Users can make subsequent investments (buying more) in their invested smallcase (identified uniquely by iscid).
FIX/REPAIR	In a repair order, all the unfilled stocks of the previous transaction are attempted again as a fresh order on the same invested smallcase.
REBALANCE	smallcase constituents are reviewed periodically to ensure that it accurately reflects the underlying theme and model. Whenever a manager pushes rebalance update, a `recommendedAction=REBALANCE` is added to invested smallcase data (and as a pending action).
SIP	If a user has set a manual SIP, a SIP order will help the user complete their sip order on and after SIP due date. The SIP pending action is added to the user's invested smallcase on the due date.
MANAGE	This flow allows user to manually tweak their investment (addition and removal of constituents) from their invested smallcase. This will lead to deviation from the manager's recommendation.
EXIT	This will trigger the sell flow for the user to exit the smallcase, partially or completely.

Sample UI for enabling different order types

2150 — Investment details page screenshot from smallcase.zerodha.com (for reference)

FAQs

How can we know which actions can be further taken on an invested smallcase?

Fetch smallcase investments API shares recommendedAction key for each invested smallcase
Fetch pending actions API shares all suggested actions

Request parameters

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