Where it is

ScreenCustomise sheetBasic

The sliders button in the app bar (phone) or Customise in the account menu (desktop). Each page has its own section. Basic and Advanced.

What it means

For the strategy and portfolio pages you choose which cards show and in what order, the four lead key figures, the tab a page opens on, and the chart: metric, rolling window, scale and benchmark. Every page shares density, theme, number format and the home page. "Reset this page" puts one page back; "Reset everything" puts all back. Nothing is sent to the server: the choices are saved for you on this device.

The formula

Each page keeps its own choices. They live in this browser on this device, so another phone or browser starts from the defaults.

As computed in the RupeeCase app
Key figures: tick up to 4 lead figures
Cards: show, hide, reorder
Default tab, chart metric, scale and benchmark per page
Saved on this device only; Reset this page or Reset everything

Worked example

Example only

  • Lead four: Growth per year, Max drawdown, Volatility, Minimum
  • Default tab: Risk, so every strategy page opens on Risk
  • Reset this page: the lead four and Holdings come back

How to read it

  • Each row shows its current setting on the right.
  • A hidden card leaves both Basic and Advanced.
  • The chart benchmark you choose applies to every strategy page.

Watch out

  • Choices are saved on this device only: another phone or browser starts fresh.
  • Changing the benchmark changes every figure that uses it.
  • A few disclosure figures always stay in Basic.

Transcript

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

  1. 0:00Where it is. This button opens Customise for the page you are on.
  2. 0:15What it means. Cards, key figures, the default tab and the chart, for this page.
  3. 0:47Worked example. Worked example, example only: Lead four: Growth per year, Max drawdown, Volatility, Minimum. Default tab: Risk, so every strategy page opens on Risk. Reset this page: the lead four and Holdings come back.
  4. 0:53How to read it. Reset this page puts this page back.
  5. 1:16Watch out. Watch out: Choices are saved on this device only: another phone or browser starts fresh. Changing the benchmark changes every figure that uses it. A few disclosure figures always stay in Basic.

Terms in this tutorial

  • Nifty 50Index of 50 large-cap Indian stocks representing about 65 percent of NSE free-float market cap.
  • drawdownThe peak-to-trough decline during a specific period.

Learn it in depth