Learn/Terminal tutorials
Terminal tutorials
Short videos of the RupeeCase app, one screen or one figure at a time: where it is, what it means, how the app works it out, a worked example and what to watch out for. Every tutorial has a full transcript.
- 32 tutorials
- 36 min in all
- Free, no signup
1:08
0Track 0
Start here
Model history and your own money, Basic and Advanced, Practice and Live, and finding your way around.
1Track 1
Read a strategy
Every figure on a strategy page: growth per year, drawdown, risk, minimum, benchmark, alpha, Sharpe and charges.
1:06BasicGrowth per year: how fast did the model grow?
0:56BasicMax drawdown: how bad did it get?
0:45BasicThe riskometer: what sets Low to Very High?
0:51BasicMinimum investment: why does each strategy have one?
0:53BasicRebalance cadence: how often does the strategy trade?
1:08BasicRs 10,00,000 became: what do the hero figure and periods show?
0:57BasicThe benchmark line: what is the strategy compared with?
0:58AdvancedAlpha: which of the three alphas is this?
0:54AdvancedSharpe and volatility: how bumpy was the ride?
0:46BasicNet return and charges: what do estimated costs take?
0:58BasicThe key figures card: what are the four lead figures?
1:33BasicHoldings, Returns, Risk, History: what is in each tab?
2Track 2
Find and compare
Filters, sort, the shortlist and table, compare up to four, the compare picker, chart metrics and rolling views.
1:41BasicFilters, sort and shortlist: how do I narrow the list?
1:28BasicCompare strategies: how do I set up to four side by side?
1:32BasicCompare with: what do index, fund and strategy lines show?
1:09BasicThe Compare card: return or growth per year?
1:24BasicChart metrics: Value, Return, Drawdown and the log scale
3Track 3
Your money
The invest sheet, the dashboard strip, portfolio cards, rebalance, top up, withdraw, the ledger and orders.
1:14BasicThe invest sheet: what happens when I press Invest?
1:14BasicThe Dashboard summary: value, invested and return
1:04BasicThe portfolio card: status, due pill and cycle ring
1:08BasicPortfolio value: what does "Same money in NIFTY 50" mean?
0:53BasicModel cards on a portfolio: which figures are mine?
1:02BasicRebalance in the app: what does Rebalance now do?
0:51BasicTop up: how is new money added to a portfolio?
1:09BasicWithdraw: what is sold, and where does the money go?
1:05BasicLedger and Orders: where is every rupee in and out?
4Track 4
Make it yours and Advanced
Customise, number and rupee formats, theme, and the advanced risk figures from Sortino to up and down capture.
LGo deeper
The words and the ideas behind the screens.
Investing glossary91 terms in plain words, each linked to its tutorialLearn paths11 free paths and 70 modules, each with a quizGetting startedFrom sign up to your first rebalance
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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. Investments in securities markets are subject to market risks.