--- title: "Dashboard summary figures explained | RupeeCase" description: "Current value, profit or loss, today, invested and return at the top of the Dashboard. Invested is net of withdrawals, and return uses it." source_url: "https://www.rupeecase.com/learn/terminal/dashboard-strip" --- ## Watch: Dashboard summary The Dashboard opens on a summary of your portfolios.The Dashboard summary: value, invested and return 5 chapters, 1:14, with voice and music 1. [Chapter 1Where it is0:09](/instiv2/media/tut3/dashboard-strip-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:32](/instiv2/media/tut3/dashboard-strip-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:05](/instiv2/media/tut3/dashboard-strip-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:18](/instiv2/media/tut3/dashboard-strip-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/dashboard-strip-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 1 Show the whole screen 1. 1**Summary**The Dashboard opens on a summary of your portfolios. Shown in the video, not on this still ### Chapter 2: What it means 1234 Show the whole screen 1234 Show the whole screen 1. 1**Current value**Current value: holdings at the latest prices, plus cash. Shown in the video, not on this still 2. 2**In minus out**Invested: what you put in, less what you took out. Shown in the video, not on this still 3. 3**Value minus invested**Profit or loss: current value minus invested. Shown in the video, not on this still 4. 4**On invested**Return: profit or loss as a share of invested. 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**Since the previous close**Today compares now with the previous close. Shown in the video, not on this still 2. 2**Earliest due**Next rebalance: the earliest date any portfolio is due. Shown in the video, not on this still ## Where it is ScreenDashboardBasic The summary card at the top of the Dashboard, for the tab you are on (All, Live or Practice). Reorder the figures in Customise. Basic and Advanced. The app lists every RupeeCase index; each has its own page. [See all 18 in one table](/strategies/#sxTable). ## What it means Current value is your holdings at the latest prices plus cash, less estimated costs. Invested is the money you put in minus what you took out. Profit or loss is current value minus invested, and Return is that as a share of invested. Today compares now with the previous close. Next rebalance is the earliest date any portfolio shown is due. ## The formula Invested is net of withdrawals, and Return divides profit or loss by it. Return is not per year and not time weighted. As computed in the RupeeCase app`Current value = holdings x latest price + cash - estimated costs Invested = money added - money taken out Profit or loss = current value - invested Return = profit or loss / invested Today = value now / value at the previous close - 1` ## Worked example Example only * Added Rs 3,00,000, took out Rs 50,000: invested Rs 2,50,000 * Current value Rs 2,75,000: profit Rs 25,000 * Return: 25,000 / 2,50,000 = +10% ## How to read it * The NIFTY 50 figure under profit and return is the same money in the index, on your dates. * Return is not per year: +10% in 3 months and in 3 years read the same. * The tab decides what is summed: All, Live or Practice. ## Watch out * A withdrawal lowers Invested, so Return is on the money still in. * Return ignores when the money went in; the money weighted figure is in Advanced on a portfolio. * Today needs live prices: it can lag outside market hours. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** The Dashboard opens on a summary of your portfolios. 2. 0:09**What it means.** Current value: holdings at the latest prices, plus cash. 3. 0:40**Worked example.** Worked example, example only: Added Rs 3,00,000, took out Rs 50,000: invested Rs 2,50,000. Current value Rs 2,75,000: profit Rs 25,000. Return: 25,000 / 2,50,000 = +10%. 4. 0:46**How to read it.** Today compares now with the previous close. 5. 1:04**Watch out.** Watch out: A withdrawal lowers Invested, so Return is on the money still in. Return ignores when the money went in; the money weighted figure is in Advanced on a portfolio. Today needs live prices: it can lag outside market hours. ## Terms in this tutorial * [CAGR](/learn/glossary#cagr)Compound Annual Growth Rate. * [Nifty 50](/learn/glossary#nifty-50)Index of 50 large-cap Indian stocks representing about 65 percent of NSE free-float market cap. ## Learn it in depth * [Module 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement) * [Module 10.5: Portfolio Monitoring & Rebalancing in Practice9 min read, free](/learn/path-10/module-10-5-portfolio-monitoring-and-rebalancing-in-practice) TKeep watching ## Next tutorial. [1:04Next tutorial, Your moneyThe portfolio card: status, due pill and cycle ringEach portfolio card on the Dashboard shows its status, a due pill, the rebalance cycle ring, its value, profit or loss and the benchmark on the same money.Watch next](/learn/terminal/portfolio-card) ### Related tutorials * [1:10Your money, BasicPortfolio value: what does "Same money in NIFTY 50" mean?1:10 video, BasicWatched](/learn/terminal/portfolio-hero-and-same-money) * [1:09Your money, BasicWithdraw: what is sold, and where does the money go?1:09 video, BasicWatched](/learn/terminal/withdraw) * [1:14Your money, BasicThe invest sheet: what happens when I press Invest?1:14 video, BasicWatched](/learn/terminal/invest-sheet) [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. * [TutorialModel cards on a portfolio: which figures are mine?0:53 video, Basic](/learn/terminal/model-cards-vs-your-figures) * [TutorialRebalance in the app: what does Rebalance now do?1:02 video, Basic](/learn/terminal/rebalance-in-the-app) * [TutorialTop up: how is new money added to a portfolio?0:51 video, Basic](/learn/terminal/top-up) * [TutorialLedger and Orders: where is every rupee in and out?1:05 video, Basic](/learn/terminal/ledger-and-orders) * [TutorialYour return three ways: why do the hero, key figure and XIRR differ?1:04 video, Basic](/learn/terminal/your-return-three-ways) * [TutorialMTF: what changes when the broker funds part of a buy?1:13 video, Basic](/learn/terminal/mtf-on-the-invest-sheet) 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.