---
title: "Basic and Advanced modes | RupeeCase"
description: "The Basic and Advanced switch, the "more in Advanced" rows, info buttons and pins: how the app hides figures without deleting any of them."
source_url: "https://www.rupeecase.com/learn/terminal/basic-and-advanced"
---

## 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, with voice and music

1. [Chapter 1Where it is0:08](/instiv2/media/tut3/basic-and-advanced-where-phone-dark-v3-va2.mp4)
2. [Chapter 2What it means0:37](/instiv2/media/tut3/basic-and-advanced-meaning-phone-dark-v3-va2.mp4)
3. [Chapter 3Worked example0:06](/instiv2/media/tut3/basic-and-advanced-example-phone-dark-v3-va2.mp4)
4. [Chapter 4How to read it0:15](/instiv2/media/tut3/basic-and-advanced-reading-phone-dark-v3-va2.mp4)
5. [Chapter 5Watch out0:10](/instiv2/media/tut3/basic-and-advanced-watch-phone-dark-v3-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**4**How to read it

### Chapter 1: Where it is

1

Show the whole screen

1

Show the whole screen

1. 1**Basic or Advanced**Basic shows fewer figures. Advanced shows every one.

Shown in the video, not on this still

### Chapter 2: What it means

2

Show the whole screen

12

Show the whole screen

1. 1**Hidden, not removed**Rows like this count what Advanced adds to this card.

Shown in the video, not on this still
2. 2**Advanced**In Advanced the same card shows them in place.

Shown in the video, not on this still
3. 3**Pin to Basic**

Each info button explains its figures. A pin keeps one in Basic.

Shown in the video, not on this still

### Chapter 4: How to read it

2

Show the whole screen

1. 1**Advanced only**

"In Advanced" marks a word shown in Advanced only.

Shown in the video, not on this still
2. 2**Advanced only**An "Advanced" tag marks a word shown in Advanced only.

Shown in the video, not on this still

## 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.

Index in this video: [Allcap](/strategies/allcap) (strategy page).

## 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: 9 figures
* Advanced adds Sharpe and Alpha: 11 figures
* Pin Sharpe: Basic now shows 10, 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

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

1. 0:00**Where it is.** Basic shows fewer figures. Advanced shows every one.
2. 0:08**What it means.** Rows like this count what Advanced adds to this card.
3. 0:45**Worked example.** Worked example, example only: Basic key figures on a strategy: 9 figures. Advanced adds Sharpe and Alpha: 11 figures. Pin Sharpe: Basic now shows 10, Alpha stays in Advanced.
4. 0:51**How to read it.** "In Advanced" marks a word shown in Advanced only.
5. 1:06**Watch 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 ratio](/learn/glossary#sharpe-ratio)Return above a risk free rate for each unit of volatility.
* [alpha](/learn/glossary#alpha)How far a return was ahead of or behind its benchmark.

## Learn it in depth

* [Module 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement)

  TKeep watching

## Next tutorial.

  [1:10Next 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](/learn/terminal/practice-vs-live)

### Related tutorials

* [0:58Read a strategy, BasicThe key figures card: what are the four lead figures?0:58 video, BasicWatched](/learn/terminal/key-figures-card)
* [1:00Start here, BasicGetting around: where are the tabs, markets and glossary?1:00 video, BasicWatched](/learn/terminal/getting-around)
* [1:34Read a strategy, BasicHoldings, Returns, Risk, History: what is in each tab?1:34 video, BasicWatched](/learn/terminal/strategy-tabs)

  [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.

* [TutorialModel history or your portfolio: which numbers am I looking at?1:09 video, Basic](/learn/terminal/model-history-vs-your-portfolio)
* [TutorialThe performance disclosure: why do the charts wait for I agree?1:21 video, Basic](/learn/terminal/performance-disclosure)
* [TutorialThe account menu: where are sessions, links and codes?1:13 video, Basic](/learn/terminal/your-account)

      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. Investments in securities markets are subject to market risks.