--- title: "Customise the terminal | RupeeCase" description: "Customise picks the lead key figures, cards, default tab, chart and benchmark for each page, saved on this device, with a reset." source_url: "https://www.rupeecase.com/learn/terminal/customise" --- ## Watch: Customise This button opens Customise for the page you are on.Customise: how do I set what each page shows? 5 chapters, 1:26, with voice and music 1. [Chapter 1Where it is0:15](/instiv2/media/tut3/customise-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:32](/instiv2/media/tut3/customise-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/customise-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:23](/instiv2/media/tut3/customise-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/customise-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 7In 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 2 Show the whole screen 1. 1**Customise**This button opens Customise for the page you are on. Each page has its own section; the shared settings follow. Shown in the video, not on this still 2. 2**Account menu**On a desktop, Customise is in the account menu. Shown in the video, not on this still 3. 3**Customise** Each page has its own section; the shared settings follow. Shown in the video, not on this still ### Chapter 2: What it means 12 Show the whole screen 12 Show the whole screen 1. 1**Figures**Tick up to four lead key figures. Shown in the video, not on this still 2. 2**Charts**Cards, key figures, the default tab and the chart, for this page. Charts: the metric, the scale and the benchmark. Shown in the video, not on this still ### Chapter 4: How to read it 12 Show the whole screen 12 Show the whole screen 1. 1**Reset this page**Reset this page puts this page back. Shown in the video, not on this still 2. 2**This device only**Saved for you on this device. Nothing goes to the server. Shown in the video, not on this still ## 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. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## 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 Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** This button opens Customise for the page you are on. 2. 0:15**What it means.** Cards, key figures, the default tab and the chart, for this page. 3. 0:47**Worked 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. 0:53**How to read it.** Reset this page puts this page back. 5. 1:16**Watch 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 50](/learn/glossary#nifty-50)Index of 50 large-cap Indian stocks representing about 65 percent of NSE free-float market cap. * [drawdown](/learn/glossary#drawdown)The peak-to-trough decline during a specific period. ## Learn it in depth * [Module 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement) TKeep watching ## Next tutorial. [1:21Next tutorial, Make it yours and AdvancedAdvanced risk figures: Sortino, Calmar, VaR, beta and moreSortino, Calmar, VaR and CVaR, beta, tracking error, information ratio and up and down capture: what each measures and how the app works it out.Watch next](/learn/terminal/advanced-risk-figures) ### Related tutorials * [1:16Start here, BasicBasic or Advanced: where did the other figures go?1:16 video, BasicWatched](/learn/terminal/basic-and-advanced) * [0:58Read a strategy, BasicThe key figures card: what are the four lead figures?0:58 video, BasicWatched](/learn/terminal/key-figures-card) * [1:32Find and compare, BasicCompare with: what do index, fund and strategy lines show?1:32 video, BasicWatched](/learn/terminal/compare-with-indices-and-funds) [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. * [TutorialNumbers: how do lakh, crore, Short and Full change a figure?1:00 video, Basic](/learn/terminal/numbers-lakh-crore) * [TutorialReturn distribution: what do skew and kurtosis say?1:04 video, Advanced](/learn/terminal/shape-of-weekly-returns) * [TutorialTreynor, Omega and weeks ahead: three more ways to read risk?0:59 video, Advanced](/learn/terminal/treynor-omega-weeks-ahead) * [TutorialRank table: how does a dynamic allocation share out its money?1:11 video, Advanced](/learn/terminal/rank-table-dynamic-allocation) * [TutorialExit rank and strength filters: when does a sleeve sell?1:18 video, Advanced](/learn/terminal/exit-rank-and-strength-filters) 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.