--- title: "Combine portfolios | RupeeCase Terminal" description: "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." source_url: "https://www.rupeecase.com/learn/terminal/combine-portfolios" --- ## Watch: Combine portfolios Combine portfolios is in More options.Combine portfolios: how do I merge two on the same strategy? 5 chapters, 1:00, with voice and music 1. [Chapter 1Where it is0:07](/instiv2/media/tut5/combine-portfolios-where-phone-dark-v1-va2.mp4) 2. [Chapter 2What it means0:31](/instiv2/media/tut5/combine-portfolios-meaning-phone-dark-v1-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut5/combine-portfolios-example-phone-dark-v1-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut5/combine-portfolios-reading-phone-dark-v1-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut5/combine-portfolios-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**Combine portfolios**Combine portfolios is in More options. Shown in the video, not on this still ### Chapter 2: What it means 123 Show the whole screen 123 Show the whole screen 1. 1**Moves into this one**Holdings and cash move in; the others are archived. Shown in the video, not on this still 2. 2**Same strategy, same mode**Only portfolios on the same strategy and mode are listed. Shown in the video, not on this still 3. 3**Combine**Combine moves the selected portfolios' holdings and cash into this one and archives them. No broker order is placed: it is a bookkeeping merge. 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, then Combine portfolios. It shows only when you have another portfolio on the same strategy and the same mode (Live or Practice), and both are Up to date. Index in this video: [Energy Basket](/strategies/energy-basket) (strategy page). ## What it means The sheet asks you to tick the portfolios to roll into this one: "Their holdings and cash move into this portfolio, and the selected ones are then archived." A confirmation lists what moves and says "No broker orders are placed, this is a bookkeeping merge." The Ledger of each portfolio records the move (Combined), and the merged ones go to the Archived tab, read only. ## The formula The merged portfolio holds the sum of the shares and cash. Each share keeps its average buy price. As computed in the RupeeCase app`Allowed: same strategy, same mode, every one Up to date, linked to a strategy Moves: holdings at average cost + cash, booked out of each and into this one After: the others are archived (read only); Ledger rows read Combined` ## Worked example Example only * Energy Basket Rs 80,000 and Energy Basket Two Rs 40,000 * Combine: Energy Basket holds both books, about Rs 1,20,000 * Energy Basket Two moves to Archived ## How to read it * A portfolio missing from the list is on another strategy, another mode, or busy. * Invested on the merged card adds the money moved in. * The archived portfolio keeps its history, read only. ## Watch out * The app does not check that two Live portfolios use the same broker; combine only portfolios at one broker. * Live and Practice portfolios cannot be combined. * A portfolio funded with margin (MTF) must be reconciled before it can be combined. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Combine portfolios is in More options. 2. 0:07**What it means.** Holdings and cash move in; the others are archived. 3. 0:38**Worked example.** Worked example, example only: Energy Basket Rs 80,000 and Energy Basket Two Rs 40,000. Combine: Energy Basket holds both books, about Rs 1,20,000. Energy Basket Two moves to Archived. 4. 0:44**How to read it.** How to read it: A portfolio missing from the list is on another strategy, another mode, or busy. Invested on the merged card adds the money moved in. The archived portfolio keeps its history, read only. 5. 0:50**Watch out.** Watch out: The app does not check that two Live portfolios use the same broker; combine only portfolios at one broker. Live and Practice portfolios cannot be combined. A portfolio funded with margin (MTF) must be reconciled before it can be combined. ## Terms in this tutorial * [Combine portfolios](/learn/glossary#combine-portfolios)Merging two portfolios on the same strategy into one, so their holdings and money history sit together. * [Archived](/learn/glossary#archived)A portfolio you put away. * [Ledger](/learn/glossary#ledger)The list of every event on a portfolio with its date, amount, status and notes: money added, money taken out, invested, rebalanced, withdrawn, a corporate action or portfolios combined. ## Learn it in depth * [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. [1:01Next tutorial, Managing your portfolioChange strategy: what happens to my holdings if I switch?Change strategy links a portfolio to another strategy with the same benchmark. Nothing is traded at once; the next rebalance adjusts only the differences.Watch next](/learn/terminal/change-strategy) ### Related tutorials * [1:05Your money, BasicLedger and Orders: where is every rupee in and out?1:05 video, BasicWatched](/learn/terminal/ledger-and-orders) * [1:04Your money, BasicThe portfolio card: status, due pill and cycle ring1:04 video, BasicWatched](/learn/terminal/portfolio-card) * [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) [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. * [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) * [TutorialChange strategy: what happens to my holdings if I switch?1:01 video, Basic](/learn/terminal/change-strategy) * [TutorialLedger and Orders: where is every rupee in and out?1:05 video, Basic](/learn/terminal/ledger-and-orders) * [TutorialThe portfolio card: status, due pill and cycle ring1:04 video, Basic](/learn/terminal/portfolio-card) * [TutorialBroker positions and gaps: does my broker hold what the app says?0:52 video, Advanced](/learn/terminal/broker-positions-and-gaps) 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.