--- title: "Change strategy | RupeeCase Terminal" description: "Change strategy links a portfolio to another strategy with the same benchmark. Nothing is traded at once; the next rebalance adjusts only the differences." source_url: "https://www.rupeecase.com/learn/terminal/change-strategy" --- ## Watch: Change strategy Change strategy is in More options.Change strategy: what happens to my holdings if I switch? 5 chapters, 1:01, with voice and music 1. [Chapter 1Where it is0:07](/instiv2/media/tut5/change-strategy-where-phone-dark-v1-va2.mp4) 2. [Chapter 2What it means0:32](/instiv2/media/tut5/change-strategy-meaning-phone-dark-v1-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut5/change-strategy-example-phone-dark-v1-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut5/change-strategy-reading-phone-dark-v1-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut5/change-strategy-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 4In 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**Change strategy**Change strategy is in More options. Shown in the video, not on this still ### Chapter 2: What it means 23 Show the whole screen 23 Show the whole screen 1. 1**Same benchmark only** Only strategies with the same benchmark are offered. Shown in the video, not on this still 2. 2**Holdings carry over**Holdings carry over; the next rebalance adjusts the differences. Shown in the video, not on this still 3. 3**Link**Link moves the portfolio to the chosen strategy with the same benchmark. Holdings carry over and nothing is traded when you link; the next rebalance adjusts only the differences. The video does not press it. Shown in the video, not on this still ## Where it is ScreenPortfolio, More optionsBasic More options on a portfolio that is Up to date: Change strategy (or Link to a strategy for one with none). The sheet "Link to a marketplace strategy" lists strategies with the same benchmark. Index in this video: [Energy Basket](/strategies/energy-basket) (strategy page). ## What it means Pick a strategy and a confirmation explains: its configuration will be managed by the strategy going forward; "Holdings carry over, the next rebalance adjusts only the differences (no forced sell-all/rebuy)"; edits to the strategy then apply to this portfolio. Nothing is bought or sold when you link. At the next rebalance, stocks the new strategy does not hold are sold and its own picks are bought. If the new strategy holds a universe in more than one sleeve, the app asks which sleeve your holdings continue as. ## The formula Only strategies with the same benchmark can be linked. Holdings stay; the next rebalance trades the difference. As computed in the RupeeCase app`Allowed: portfolio Up to date; strategy active; same benchmark On link: no orders; the portfolio follows the new strategy's settings Next rebalance: sell what the new strategy does not hold, buy its picks` ## Worked example Example only * Portfolio on Allcap, 50 stocks; link to Large Midcap * At once: no trade; the 50 stocks stay * Next rebalance: the stocks Large Midcap does not hold are sold ## How to read it * "Currently linked" marks the strategy it follows now. * Dynamic or Static says how the strategy picks its list. * Only a portfolio that is Up to date can change strategy; a busy one waits. ## Watch out * The confirmation does not say so, but stocks outside the new strategy are sold at its next rebalance. * Selling at the next rebalance can mean charges and tax on gains. * Only strategies with the same benchmark are offered. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Change strategy is in More options. 2. 0:07**What it means.** Only strategies with the same benchmark are offered. 3. 0:39**Worked example.** Worked example, example only: Portfolio on Allcap, 50 stocks; link to Large Midcap. At once: no trade; the 50 stocks stay. Next rebalance: the stocks Large Midcap does not hold are sold. 4. 0:45**How to read it.** How to read it: "Currently linked" marks the strategy it follows now. Dynamic or Static says how the strategy picks its list. Only a portfolio that is Up to date can change strategy; a busy one waits. 5. 0:51**Watch out.** Watch out: The confirmation does not say so, but stocks outside the new strategy are sold at its next rebalance. Selling at the next rebalance can mean charges and tax on gains. Only strategies with the same benchmark are offered. ## Terms in this tutorial * [Linked strategy](/learn/glossary#linked-strategy)The strategy a portfolio follows. * [rebalancing](/learn/glossary#rebalancing)Periodic reset of portfolio holdings back to target weights or a new selection. * [Benchmark](/learn/glossary#benchmark)The index a strategy is measured against, such as the NIFTY 50. ## Learn it in depth * [Module 4.3: Rebalancing Strategies9 min read, free](/learn/path-4/module-4-3-rebalancing-strategies) * [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. [1:03Next tutorial, Managing your portfolioThe app's questions: what is each prompt asking me?The disclosure before history, the broker consent before Live orders, the confirm sheets, Market closed and the Welcome cards: what each one asks and means.Watch next](/learn/terminal/answering-the-app-prompts) ### Related tutorials * [1:00Managing your portfolio, BasicCombine portfolios: how do I merge two on the same strategy?1:00 video, BasicWatched](/learn/terminal/combine-portfolios) * [1:02Your money, BasicRebalance in the app: what does Rebalance now do?1:02 video, BasicWatched](/learn/terminal/rebalance-in-the-app) * [0:53Your money, BasicModel cards on a portfolio: which figures are mine?0:53 video, BasicWatched](/learn/terminal/model-cards-vs-your-figures) [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. * [TutorialBroker positions and gaps: does my broker hold what the app says?0:52 video, Advanced](/learn/terminal/broker-positions-and-gaps) * [TutorialCash at the broker: where is my uninvested money?0:46 video, Basic](/learn/terminal/cash-at-the-broker) * [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) * [TutorialRebalance in the app: what does Rebalance now do?1:02 video, Basic](/learn/terminal/rebalance-in-the-app) * [TutorialModel cards on a portfolio: which figures are mine?0:53 video, Basic](/learn/terminal/model-cards-vs-your-figures) 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.