To rebalance a basket created from Trendlyne watchlists, navigate to the 'My Baskets' page on Starfolio, as shown below. Here, you'll find the basket you wish to rebalance.
Navigate to your invested basket, visible under the ‘Investments active’ section on the ‘My Baskets’ page. Here, click on the ‘Rebalance from Source’ button.
This will automatically rebalance your basket based on the current stocks in the watchlist linked to your Basket. If there are any changes in the watchlist stocks, your basket will be rebalanced accordingly.
Once you've made the necessary changes to the basket, a pop-up with the changes to your portfolio will be displayed.
Review the changes and ensure that everything looks fine before saving your changes. With this, the basket is rebalanced and ready for Execution or Transaction. To do this, go to the Basket overview page and click on the ‘Apply’ button under rebalance status.
After confirming, your broker will execute the order at the available market price after you confirm.