The app's questions: what is each prompt asking me?

Where it is

ScreenStrategy, invest and portfolio sheetsBasic

Historical performance disclosure on a strategy page (Show performance history); the broker consent with I accept on Live money sheets; confirm sheets such as Resume reconciliation, Cancel order and Archive portfolio; Market closed; the Welcome sheet on first sign in.

Index in this video: Allcap (strategy page).

What it means

The disclosure asks you to read how model history is made before the chart and figures show; I agree lasts for the day on that device. The broker consent shows your broker's text on a Live invest, rebalance, top up or withdraw sheet; the action button stays off until you tick I accept. A confirm sheet repeats what the action will do; Cancel closes it with nothing sent. Market closed shows the trading window. The app does not ask a risk questionnaire; the riskometer on each strategy is the strategy's own rating.

The formula

Nothing is sent until you confirm. Live money sheets also need your broker consent ticked.

Disclosure: I agree, once a day per device
Broker consent: Live only; I accept enables the button
Confirm sheets: Cancel sends nothing
Market closed: Live actions only in the trading window, 09:20 to 15:10 IST

Worked example

How to read it

• The consent text is your broker's, not RupeeCase's.
• Welcome shows once; Customise can show the welcome again.
• The website's Risk profile page is separate from the app.

Watch out

• Ticking I accept and confirming places real orders on a Live portfolio.
• The disclosure resets each day, so it can ask again.
• Read Resume reconciliation and Cancel order sheets in full; they change orders at your broker.

Transcript

Tap Sound on for voice and music. These are the captions of the video, chapter by chapter.

1. 0:00Where it is. The Welcome sheet shows once, on your first sign in.
2. 0:06What it means. History shows after the performance disclosure.
3. 0:28Worked example. Worked example, example only: Open a strategy: the disclosure asks once today. Live invest: consent text, I accept, then Invest now. Cancel on any confirm sheet: nothing is sent.
4. 0:34How to read it. Live: your broker's consent; the button waits for I accept.
5. 0:53Watch out. Watch out: Ticking I accept and confirming places real orders on a Live portfolio. The disclosure resets each day, so it can ask again. Read Resume reconciliation and Cancel order sheets in full; they change orders at your broker.

Terms in this tutorial

• Historical performance disclosureA notice you read and accept before the app shows a strategy's past model returns.
• Broker consentYour explicit yes, given in the app, before any real order goes to your broker.
• RiskometerA six step scale that places a strategy from Low through Low to Moderate, Moderate, Moderately High and High to Very High risk.
• Market hoursThe hours when NSE and BSE trade shares, 9:15 am to 3:30 pm on weekdays that are not holidays.

Learn it in depth

• Module 11.4: SEBI Regulatory Framework: What Every Investor Must Know9 min read, free