--- title: "Filters and sort | RupeeCase Terminal" description: "Narrow the Marketplace with filters, order it with sort, keep a shortlist and, in Advanced, read it as a table with computed columns." source_url: "https://www.rupeecase.com/learn/terminal/filters-sort-and-table" --- ## Watch: Filters and sort Sort, Filters and the shortlist sit above the cards.Filters, sort and shortlist: how do I narrow the list? 5 chapters, 1:41, with voice and music 1. [Chapter 1Where it is0:20](/instiv2/media/tut3/filters-sort-and-table-where-phone-dark-v3-va3.mp4) 2. [Chapter 2What it means0:39](/instiv2/media/tut3/filters-sort-and-table-meaning-phone-dark-v3-va3.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/filters-sort-and-table-example-phone-dark-v3-va3.mp4) 4. [Chapter 4How to read it0:26](/instiv2/media/tut3/filters-sort-and-table-reading-phone-dark-v3-va3.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/filters-sort-and-table-watch-phone-dark-v3-va3.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 8In 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**Shortlist only**Sort, Filters and the shortlist sit above the cards. Star a strategy; the shortlist switch then shows only the starred. Shown in the video, not on this still ### Chapter 2: What it means 3 Show the whole screen 3 Show the whole screen 1. 1**One choice per group** Pick one value in a group: here Risk, Moderately High. Shown in the video, not on this still 2. 2**What is left** A strategy stays only if it matches every group you set. Shown in the video, not on this still 3. 3**Minimum, low to high**Sort orders the cards by one figure, either way. Shown in the video, not on this still ### Chapter 4: How to read it 2 Show the whole screen 1. 1**In Advanced** In Advanced the layout can be a list; a wider screen shows a table. Shown in the video, not on this still 2. 2**In Advanced**In Advanced the Table layout sets the figures in columns. Shown in the video, not on this still 3. 3**Computed in the app** Customise adds computed columns, such as Calmar. Shown in the video, not on this still 4. 4**Calmar** It is worked out from each strategy's history. Shown in the video, not on this still ## Where it is ScreenMarketplaceBasic The Marketplace toolbar above the cards: Sort, Filters and the shortlist star. The Cards or Table layout is in Advanced (a list on a phone, a table on a wider screen). The app lists every RupeeCase index; each has its own page. [See all 18 in one table](/strategies/#sxTable). ## What it means Filters keep only the strategies that match every group you set: tier, risk, minimum and rebalance, plus cap segment, theme, stocks and source behind "More filters". Sort orders the cards by one figure, high to low or low to high. The star adds a strategy to your shortlist, and the shortlist switch shows only those. In Advanced the table sets the same figures out in columns, and Customise adds computed columns such as Calmar, worked out in the app from each strategy's history. ## The formula One choice per filter group; a strategy shows only when it matches every group you set. Sort uses each figure as the card shows it: model, full history, after estimated charges. A computed column loads each strategy's history first and uses the same arithmetic as the strategy page. As computed in the RupeeCase app`Shown = matches every filter group you set (one value per group) Sort = one figure, high to low or low to high Computed column, for example Calmar = growth per year / size of the max drawdown` ## Worked example Example only * Start from every strategy; Risk: High leaves 6 * Add Minimum up to Rs 1L: 4 of those 6 remain * Calmar: 30% a year, max drawdown -20%: 30 / 20 = 1.5 ## How to read it * "Show N strategies" counts what your filters leave. * Every card figure is model history after charges over the full history, so a sort compares like with like. * Filters, sort and layout stay on this device; Share this view puts them in a link. ## Watch out * A sort orders past model figures; it is not a recommendation. * Computed columns load each strategy's history, so they can take a moment. * The table is in Advanced; in Basic a saved table waits and the cards show. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Sort, Filters and the shortlist sit above the cards. 2. 0:20**What it means.** Pick one value in a group: here Risk, Moderately High. 3. 0:59**Worked example.** Worked example, example only: Start from every strategy; Risk: High leaves 6. Add Minimum up to Rs 1L: 4 of those 6 remain. Calmar: 30% a year, max drawdown -20%: 30 / 20 = 1.5. 4. 1:05**How to read it.** In Advanced the layout can be a list; a wider screen shows a table. 5. 1:31**Watch out.** Watch out: A sort orders past model figures; it is not a recommendation. Computed columns load each strategy's history, so they can take a moment. The table is in Advanced; in Basic a saved table waits and the cards show. ## Terms in this tutorial * [CAGR](/learn/glossary#cagr)Compound Annual Growth Rate. * [drawdown](/learn/glossary#drawdown)The peak-to-trough decline during a specific period. * [Sharpe ratio](/learn/glossary#sharpe-ratio)Return above a risk free rate for each unit of volatility. * [Sortino ratio](/learn/glossary#sortino-ratio)Like Sharpe but only penalises downside volatility. ## Learn it in depth * [Module 2.3: Risk Metrics That Matter8 min read, free](/learn/path-2/module-2-3-risk-metrics-that-matter) * [Module 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement) TKeep watching ## Next tutorial. [1:28Next tutorial, Find and compareCompare strategies: how do I set up to four side by side?Pick up to four strategies on the Marketplace and compare their model growth, drawdowns and figures in one sheet, with a mark on the better value.Watch next](/learn/terminal/compare-strategies) ### Related tutorials * [1:06Read a strategy, BasicGrowth per year: how fast did the model grow?1:06 video, BasicWatched](/learn/terminal/growth-per-year) * [1:16Start here, BasicBasic or Advanced: where did the other figures go?1:16 video, BasicWatched](/learn/terminal/basic-and-advanced) * [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. * [TutorialThe Compare card: return or growth per year?1:09 video, Basic](/learn/terminal/compare-card) * [TutorialChart metrics: Value, Return, Drawdown and the log scale1:24 video, Basic](/learn/terminal/chart-metrics-and-log) * [TutorialMarketplace chips: what do New, Partner and the themes mean?1:09 video, Basic](/learn/terminal/marketplace-card-chips) * [TutorialCorrelation: how closely did two lines move together?0:56 video, Advanced](/learn/terminal/correlation-and-diversification) 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. 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