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How to reduce stocks and amount allocated in momentify investing portfolio?

Scheduled Pinned Locked Moved Ask Definedge Team (Subject related)
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  • S Offline
    S Offline
    Siva Sri
    wrote on last edited by
    #1

    I want to reduce my capital allocated to the momentify strategy and also want to reduce the stocks allocated to it.

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  • Definedge Offline
    DefinedgeD Offline
    Definedge
    wrote on last edited by
    #2

    Currently, reducing allocation or the number of stocks directly within an existing Momentify strategy is not supported.

    As a workaround, you can:
    Manually exit the stocks you want to remove
    Create a new strategy with your desired allocation and number of stocks
    Add your existing holdings to the new strategy using the Add Portfolio option

    If you need help with this process, we can arrange a call and assist you.

    Definedge

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  • S Offline
    S Offline
    Siva Sri
    wrote on last edited by
    #3

    if i do so i lost the days that i followed the same strategy for long years to continue in future, since my capital will gro 10L to 50L then i need to change no.of stocks in future then it will not be the single startegy it will feel like many times rework I'm doing. Please provide options to change as soon as possible

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