--- title: "Cash at the broker | RupeeCase Terminal" description: "Your money stays in your broker account. The Dashboard reads your broker cash when you ask, and each portfolio shows its own cash not yet invested." source_url: "https://www.rupeecase.com/learn/terminal/cash-at-the-broker" --- ## Watch: Cash at the broker Cash at broker is read when you tap, with the time.Cash at the broker: where is my uninvested money? 5 chapters, 0:46, with voice and music 1. [Chapter 1Where it is0:10](/instiv2/media/tut5/cash-at-the-broker-where-phone-dark-v1-va2.mp4) 2. [Chapter 2What it means0:15](/instiv2/media/tut5/cash-at-the-broker-meaning-phone-dark-v1-va2.mp4) 3. [Chapter 3Worked example0:05](/instiv2/media/tut5/cash-at-the-broker-example-phone-dark-v1-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut5/cash-at-the-broker-reading-phone-dark-v1-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut5/cash-at-the-broker-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 2In 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**Cash at broker**Cash at broker is read when you tap, with the time. Shown in the video, not on this still ### Chapter 2: What it means 1 Show the whole screen 1 Show the whole screen 1. 1**Still at your broker**A portfolio's cash not yet invested stays in your broker account. Shown in the video, not on this still ## Where it is ScreenDashboard and PortfolioBasic "Cash at broker" on the Dashboard's account row (in Advanced) with Fetch, then Refresh; "Cash, not invested" in a portfolio's Holdings table; "Broker cash available" on the invest sheet. Index in this video: [Large Cap Multi Asset](/strategies/largecap-multi-asset) (the sample portfolio). ## What it means Cash at broker is the spendable cash your broker reports for the account, read only when you tap Fetch or Refresh, with the time it was read ("as of"). A portfolio's "Cash, not invested" is the part of that portfolio's money its last action did not spend, for example the small amount left when a share price does not divide evenly. It is still in your broker account; RupeeCase never holds money. The Marketplace reads broker cash to say whether it covers a strategy's minimum. ## The formula A portfolio's value = its holdings at the latest prices plus its cash not yet invested. As computed in the RupeeCase app`Cash at broker = the broker's available cash for the account, when you tap Fetch or Refresh Cash, not invested = the portfolio's cash balance less estimated charges Value = holdings x latest price + cash not invested` ## Worked example Example only * Broker cash Rs 1,21,480 as of 10:42 * Portfolio: holdings Rs 2,54,885 + cash not invested Rs 18,535 * Portfolio value: Rs 2,73,420 ## How to read it * "Unavailable" means the broker did not answer; tap again. * Broker cash is for the whole account; a portfolio's cash is its own share. * The next rebalance or top up can use a portfolio's cash. ## Watch out * Broker cash can be spent by orders placed outside RupeeCase. * A withdrawal sells holdings; the money stays at your broker until you move it. * Margin and pledged collateral are not the same as cash. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Cash at broker is read when you tap, with the time. 2. 0:10**What it means.** A portfolio's cash not yet invested stays in your broker account. 3. 0:25**Worked example.** Worked example, example only: Broker cash Rs 1,21,480 as of 10:42. Portfolio: holdings Rs 2,54,885 + cash not invested Rs 18,535. Portfolio value: Rs 2,73,420. 4. 0:30**How to read it.** How to read it: "Unavailable" means the broker did not answer; tap again. Broker cash is for the whole account; a portfolio's cash is its own share. The next rebalance or top up can use a portfolio's cash. 5. 0:36**Watch out.** Watch out: Broker cash can be spent by orders placed outside RupeeCase. A withdrawal sells holdings; the money stays at your broker until you move it. Margin and pledged collateral are not the same as cash. ## Terms in this tutorial * [Broker cash](/learn/glossary#broker-cash)The cash you can spend in your own broker account right now. * [Cash share](/learn/glossary#cash-share)The part of a portfolio sitting in cash rather than in stocks. * [Demat account](/learn/glossary#demat-account)The account at a depository, opened through your broker, that holds your shares in electronic form in your own name. ## Learn it in depth * [Module 1.6: Your Accounts and Your Safety10 min read, free](/learn/path-1/module-1-6-your-accounts-and-your-safety) * [Module 10.7: Running a Portfolio: Invest, Top Up, Withdraw and Rebalance9 min read, free](/learn/path-10/module-10-7-running-a-portfolio-invest-top-up-withdraw-and-rebalance) TKeep watching ## Next tutorial. [1:00Next tutorial, Managing your portfolioCombine portfolios: how do I merge two on the same strategy?Combine rolls one or more portfolios on the same strategy and mode into another. Holdings and cash move over in the books; no broker order is placed.Watch next](/learn/terminal/combine-portfolios) ### Related tutorials * [0:56When something goes wrong, BasicNot enough cash: what happens when funds or margin fall short?0:56 video, BasicWatched](/learn/terminal/insufficient-funds-or-margin) * [0:52Managing your portfolio, AdvancedBroker positions and gaps: does my broker hold what the app says?0:52 video, AdvancedWatched](/learn/terminal/broker-positions-and-gaps) * [1:09Your money, BasicWithdraw: what is sold, and where does the money go?1:09 video, BasicWatched](/learn/terminal/withdraw) [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. * [TutorialChange strategy: what happens to my holdings if I switch?1:01 video, Basic](/learn/terminal/change-strategy) * [TutorialThe app's questions: what is each prompt asking me?1:03 video, Basic](/learn/terminal/answering-the-app-prompts) * [TutorialCombine portfolios: how do I merge two on the same strategy?1:00 video, Basic](/learn/terminal/combine-portfolios) * [TutorialNot enough cash: what happens when funds or margin fall short?0:56 video, Basic](/learn/terminal/insufficient-funds-or-margin) * [TutorialBroker positions and gaps: does my broker hold what the app says?0:52 video, Advanced](/learn/terminal/broker-positions-and-gaps) * [TutorialWithdraw: what is sold, and where does the money go?1:09 video, Basic](/learn/terminal/withdraw) 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.