Skip to content

Start free

Terminal tutorials/Start here/Basic

Basic or Advanced: where did the other figures go?

The Basic and Advanced switch, the "more in Advanced" rows, info buttons and pins: how the app hides figures without deleting any of them.

1:16 video
5 chapters
Basic view
Captions, no sound

Watch: Basic and Advanced

Basic shows fewer figures. Advanced shows every one.

Basic or Advanced: where did the other figures go?

5 chapters, 1:16, no sound

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.

Where it is

ScreenApp bar, every pageBasic

The Basic | Advanced switch is in the app bar on every page. Reach rows ("N more figures in Advanced") and info buttons sit inside the cards. Basic is the default.

What it means

Basic shows a shorter set of figures and cards; Advanced shows every one. Nothing is removed in Basic: rows such as "2 more figures in Advanced" count what Advanced adds there. Info buttons explain each figure, and a pin keeps an Advanced figure in Basic for that page.

The formula

The switch is saved on this device for your user. Advanced items carry a marker and Basic hides them; pins override that per page. A few disclosure figures always stay in Basic.

As computed in the RupeeCase app

Basic or Advanced is saved on this device (Basic by default)
Pins decide which Advanced figures also show in Basic, page by page
Always in Basic: max drawdown, volatility, cost, charges and net return

Worked example

Example only

Basic key figures on a strategy: 8 figures
Advanced adds Sharpe and Alpha: 10 figures
Pin Sharpe: Basic now shows 9, Alpha stays in Advanced

How to read it

"N more figures in Advanced" tells you what is hidden on that card.
"In Advanced" next to a glossary word means the figure is shown in Advanced only.
Your choice and your pins stay on this device only.

Watch out

Switching modes changes what is shown, not what is computed.
Pins and the mode are not synced: another phone or browser starts in Basic.
Some figures cannot be unpinned in Basic, because they are disclosures.

Transcript

The video has no sound. These are its on screen captions, chapter by chapter.

0:00Where it is. Basic shows fewer figures. Advanced shows every one.
0:08What it means. Rows like this count what Advanced adds to this card.
0:45Worked example. Worked example, example only: Basic key figures on a strategy: 8 figures. Advanced adds Sharpe and Alpha: 10 figures. Pin Sharpe: Basic now shows 9, Alpha stays in Advanced.
0:51How to read it. "In Advanced" marks a word shown in Advanced only.
1:06Watch out. Watch out: Switching modes changes what is shown, not what is computed. Pins and the mode are not synced: another phone or browser starts in Basic. Some figures cannot be unpinned in Basic, because they are disclosures.

Terms in this tutorial

Sharpe ratioRisk-adjusted return.
alphaReturn above what a benchmark would deliver.

Learn it in depth

Module 4.4: Performance Measurement9 min read, free

TKeep watching

Next tutorial.

1:09Next tutorial, Start herePractice or Live: is my money really invested?Practice follows a strategy with no broker order. Live sends real orders to your own broker. Where the choice is made and how to tell which one you hold.Watch next

Related tutorials

All 32 terminal tutorials

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 Glossary

Explore next

Keep learning the terminal.

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 Join the WhatsApp group

One form, one groupScan 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. Investments in securities markets are subject to market risks.