--- title: "Finish a partial rebalance | RupeeCase Terminal" description: "Some orders filled, some did not. Read the Orders tab, then re-price, resend or cancel each open leg and Resume to close the rebalance." source_url: "https://www.rupeecase.com/learn/terminal/complete-a-partial-rebalance" --- ## Watch: Finish a partial rebalance The heading counts the open legs and what is not yet filled.Partly done: how do I finish a rebalance that partly filled? 5 chapters, 1:14, with voice and music 1. [Chapter 1Where it is0:12](/instiv2/media/tut5/complete-a-partial-rebalance-where-phone-dark-v1-va2.mp4) 2. [Chapter 2What it means0:40](/instiv2/media/tut5/complete-a-partial-rebalance-meaning-phone-dark-v1b-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut5/complete-a-partial-rebalance-example-phone-dark-v1-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut5/complete-a-partial-rebalance-reading-phone-dark-v1-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut5/complete-a-partial-rebalance-watch-phone-dark-v1-va2.mp4) Screens from the RupeeCase app on sample data. Strategy figures are model, back tested, as of the date on screen. Formula and example numbers are illustrative. Mark as watched 6In this screen ## Every button the video points at. A still from each chapter with its buttons and fields numbered. Pick a number to zoom in on it; hover the still for a close up; Esc shows the whole screen again. Sample data, no order is placed. **1**Where it is**2**What it means ### Chapter 1: Where it is 1 Show the whole screen 1 Show the whole screen 1. 1**Not yet filled**The heading counts the open legs and what is not yet filled. Shown in the video, not on this still ### Chapter 2: What it means 4 Show the whole screen 1235 Show the whole screen 1. 1**Adjust price**Adjust price: re-price an order still open at the broker. Shown in the video, not on this still 2. 2**Resend**Resend: send a rejected order again. Shown in the video, not on this still 3. 3**Cancel order**Cancel order: skip a leg. Shown in the video, not on this still 4. 4**Adjust order price**No Resume needed after a new price. Shown in the video, not on this still 5. 5**Then Resume**When every leg is settled, Resume closes the rebalance. Shown in the video, not on this still ## Where it is ScreenPortfolio, Orders tabBasic The portfolio's Orders tab: the heading counts the open legs and the rupees not yet filled; each open order has its own buttons (Adjust price, Resend, Cancel order) in the Status column. Index in this video: [Midcap](/strategies/midcap) (strategy page). ## What it means A rebalance sells first, then buys. If it stops part way, the Orders tab lists each order still open with Filled over target. Each open leg has a way forward: an order still working at the broker can be re-priced (Adjust price: "The broker order updates immediately, no Resume needed."); a rejected order can be sent again (Resend); any of them can be dropped (Cancel order: the leg is skipped). Then Resume closes the task. A leg you drop or resend for fewer shares is not bought now; the next rebalance brings the weight back to target. ## The formula Not yet filled = for each open leg, the shares still missing times the price. A rebalance closes as Done when every leg filled, Partly filled when some did. As computed in the RupeeCase app`Open legs = orders of the latest action with fewer shares filled than the target Adjust price: an order still open at the broker; no Resume needed Resend: a rejected order with nothing open; Cancel order: skip the leg Then Resume: the task closes (Done, or Partly filled)` ## Worked example Example only * Buy 3 shares: 1 of 3 filled, the rest open at Rs 4,540 * Adjust price to the live price: the broker order updates * Cancel order instead: 2 shares skipped; the next rebalance restores the weight ## How to read it * A fill bar under the stock shows how much of the order filled. * Adjust price shows only while the broker order is still open. * After the last leg settles, Resume finalises; the Ledger row reads Done or Partly filled. ## Watch out * Mark complete is for the RupeeCase team; if a task cannot be resumed, contact support. * A partly filled portfolio is off its target weights until the next rebalance. * Re-pricing changes a real order at your broker on a Live portfolio. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** The heading counts the open legs and what is not yet filled. 2. 0:12**What it means.** Adjust price: re-price an order still open at the broker. 3. 0:52**Worked example.** Worked example, example only: Buy 3 shares: 1 of 3 filled, the rest open at Rs 4,540. Adjust price to the live price: the broker order updates. Cancel order instead: 2 shares skipped; the next rebalance restores the weight. 4. 0:58**How to read it.** How to read it: A fill bar under the stock shows how much of the order filled. Adjust price shows only while the broker order is still open. After the last leg settles, Resume finalises; the Ledger row reads Done or Partly filled. 5. 1:04**Watch out.** Watch out: Mark complete is for the RupeeCase team; if a task cannot be resumed, contact support. A partly filled portfolio is off its target weights until the next rebalance. Re-pricing changes a real order at your broker on a Live portfolio. ## Terms in this tutorial * [Orders](/learn/glossary#orders)The buy and sell instructions sent to your broker while a top up, withdrawal or rebalance runs. * [rebalancing](/learn/glossary#rebalancing)Periodic reset of portfolio holdings back to target weights or a new selection. * [Needs attention](/learn/glossary#needs-attention)A flag that the last action on a portfolio, an investment, rebalance or withdrawal, stopped before it finished, for example because an order did not go through. ## Learn it in depth * [Module 10.1: How Orders Actually Work: Market Microstructure India12 min read, free](/learn/path-10/module-10-1-how-orders-actually-work-market-microstructure-india) * [Module 10.5: Portfolio Monitoring & Rebalancing in Practice9 min read, free](/learn/path-10/module-10-5-portfolio-monitoring-and-rebalancing-in-practice) TKeep watching ## Next tutorial. [0:47Next tutorial, When something goes wrongRejected orders: why did my broker refuse an order?A Rejected order is one your broker refused. The broker's message is in the order row; the app retries buys a few times, then leaves the rest to you.Watch next](/learn/terminal/rejected-orders-and-why) ### Related tutorials * [1:07When something goes wrong, BasicResend: how do I send a rejected order again?1:07 video, BasicWatched](/learn/terminal/resend-a-failed-order) * [0:54When something goes wrong, BasicCancel order: how do I drop a stuck order?0:54 video, BasicWatched](/learn/terminal/cancel-an-order) * [1:02When something goes wrong, BasicResume: how do I restart a rebalance that stopped?1:02 video, BasicWatched](/learn/terminal/resume-a-rebalance) [All 67 terminal tutorials](/learn/terminal/) Try it in Practice ## See it on your own screen. Practice mode runs the whole terminal without real orders, so you can open any strategy and find every screen from this tutorial for yourself. [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[Glossary](/learn/glossary) Explore next ## Keep learning the terminal. * [TutorialOrder status: what do Placed, Open and Partly filled mean?1:08 video, Basic](/learn/terminal/order-status-explained) * [TutorialNeeds attention: what does the app tell me when a task stops?1:01 video, Basic](/learn/terminal/needs-attention-alerts) * [TutorialBroker session expired: why sign in again every day?0:50 video, Basic](/learn/terminal/broker-session-expired) * [TutorialNot enough cash: what happens when funds or margin fall short?0:56 video, Basic](/learn/terminal/insufficient-funds-or-margin) * [TutorialPractice and Live: what can go wrong in each?0:54 video, Basic](/learn/terminal/practice-vs-live-when-things-fail) * [TutorialPhone or desktop: how do I put the terminal on my home screen?0:45 video, Basic](/learn/terminal/using-the-terminal-on-phone-and-desktop) Community ## Join my WhatsApp group. Scan the code, fillFill one short form, and join my WhatsApp group. Slides, sources, factsheets and the rebalance logs live there, and members join a daily Google Meet with me. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7) [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera Education only, not investment advice. Screens are recordings of the RupeeCase app on sample data. Strategy figures are model, back tested and after estimated charges, as of the date on screen; they are not client returns and not a promise of future returns. Formula and worked example numbers are illustrative. RupeeCase is a technology platform operated by QC Alpha Technologies Pvt Ltd; it is not a mutual fund, a PMS, an AIF or a SEBI registered investment adviser. Trades execute through your own SEBI registered broker and the shares sit in your own demat. 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