--- title: "Funds and margin | RupeeCase Terminal" description: "The app shows your broker cash before you invest, warns when it is short, and stops a Live task that needs more than the broker has. Here is each check." source_url: "https://www.rupeecase.com/learn/terminal/insufficient-funds-or-margin" --- ## Watch: Funds and margin A card shows when your broker cash is short of its minimum.Not enough cash: what happens when funds or margin fall short? 5 chapters, 0:56, with voice and music 1. [Chapter 1Where it is0:09](/instiv2/media/tut5/insufficient-funds-or-margin-where-phone-dark-v1-va2.mp4) 2. [Chapter 2What it means0:25](/instiv2/media/tut5/insufficient-funds-or-margin-meaning-phone-dark-v1-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut5/insufficient-funds-or-margin-example-phone-dark-v1-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut5/insufficient-funds-or-margin-reading-phone-dark-v1-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut5/insufficient-funds-or-margin-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 2 Show the whole screen 1. 1**Short for the minimum**A card shows when your broker cash is short of its minimum. Shown in the video, not on this still 2. 2**Short for the minimum**A card shows when your broker cash is short of its minimum. 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**Read from your broker**Live shows your broker cash. Shown in the video, not on this still 2. 2**A warning, not a block**More than your cash: some orders may be rejected for funds. Shown in the video, not on this still ## Where it is ScreenMarketplace, invest sheet and PortfolioBasic The Marketplace card ("Broker cash covers the minimum." or "Broker cash is short by Rs X for the minimum."; an "Add Rs X" chip on a phone), "Broker cash available" on the invest sheet, and "Broker funds available" on the Resend sheet. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## What it means Your money stays at your broker, so every buy needs cash (or margin) there. The invest sheet compares your amount with the broker cash: "This needs Rs X but your broker shows Rs Y available. Some orders may be rejected for insufficient funds. You can still proceed." It does not block you. When a Live task starts, the server checks again; if the broker has less than the orders need, the task stops before any order with "Insufficient margin" and reads Needs attention. A buy the broker refuses for funds reads Rejected. In a rebalance the buys wait about 45 seconds after the sells so the sale money can settle. ## The formula Short by = the minimum (or your amount) minus the broker cash. The warning is a guide; the broker decides. As computed in the RupeeCase app`Marketplace: short by = minimum - broker cash (hidden when the broker cash reads 0) Invest sheet: warning when amount > broker cash; you can still proceed Live task start: need > have: stops with Insufficient margin Rejected for funds: add cash at the broker, then Resend or Resume` ## Worked example Example only * Minimum Rs 2,40,000; broker cash Rs 2,00,000 * The card reads: short by Rs 40,000 for the minimum * Invest Rs 2,40,000 anyway: some buys may be rejected for funds ## How to read it * A cash figure reads at the time it was fetched; tap Refresh on the Dashboard for a new one. * Margin funded (MTF) portfolios on 5paisa show a margin line on the rebalance sheet. * The weekly email says failed rebalances often need funds or margin at your broker before a retry. ## Watch out * Charges come out of the same cash; keep a little more than the order value. * The "Minimum to add" on the Top up sheet is a guide; it is not enforced. * Practice has no cash limit, so it never fails for funds. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** A card shows when your broker cash is short of its minimum. 2. 0:09**What it means.** Live shows your broker cash. 3. 0:34**Worked example.** Worked example, example only: Minimum Rs 2,40,000; broker cash Rs 2,00,000. The card reads: short by Rs 40,000 for the minimum. Invest Rs 2,40,000 anyway: some buys may be rejected for funds. 4. 0:40**How to read it.** How to read it: A cash figure reads at the time it was fetched; tap Refresh on the Dashboard for a new one. Margin funded (MTF) portfolios on 5paisa show a margin line on the rebalance sheet. The weekly email says failed rebalances often need funds or margin at your broker before a retry. 5. 0:46**Watch out.** Watch out: Charges come out of the same cash; keep a little more than the order value. The "Minimum to add" on the Top up sheet is a guide; it is not enforced. Practice has no cash limit, so it never fails for funds. ## Terms in this tutorial * [Broker cash](/learn/glossary#broker-cash)The cash you can spend in your own broker account right now. * [MTF](/learn/glossary#mtf)Margin trading facility: a loan from your broker that lets you buy shares for more than the cash you have, paying interest on the borrowed part. * [Minimum investment](/learn/glossary#minimum-investment)The smallest first amount that lets a strategy buy at least one share of every stock at its weight. ## Learn it in depth * [Module 10.2: The Real Cost of Trading: Slippage & Transaction Costs11 min read, free](/learn/path-10/module-10-2-the-real-cost-of-trading-slippage-and-transaction-costs) * [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. [0:54Next tutorial, When something goes wrongPractice and Live: what can go wrong in each?Practice fills every order at once with no broker, so most failures cannot happen. Live meets real brokers, cash and sessions. Here is the difference.Watch next](/learn/terminal/practice-vs-live-when-things-fail) ### Related tutorials * [0:47When something goes wrong, BasicRejected orders: why did my broker refuse an order?0:47 video, BasicWatched](/learn/terminal/rejected-orders-and-why) * [0:46Managing your portfolio, BasicCash at the broker: where is my uninvested money?0:46 video, BasicWatched](/learn/terminal/cash-at-the-broker) * [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. * [TutorialOrder status: what do Placed, Open and Partly filled mean?1:08 video, Basic](/learn/terminal/order-status-explained) * [TutorialNeeds attention: what does the app tell me when a task stops?1:01 video, Basic](/learn/terminal/needs-attention-alerts) * [TutorialResume: how do I restart a rebalance that stopped?1:02 video, Basic](/learn/terminal/resume-a-rebalance) * [TutorialPartly done: how do I finish a rebalance that partly filled?1:14 video, Basic](/learn/terminal/complete-a-partial-rebalance) * [TutorialResend: how do I send a rejected order again?1:07 video, Basic](/learn/terminal/resend-a-failed-order) * [TutorialCancel order: how do I drop a stuck order?0:54 video, Basic](/learn/terminal/cancel-an-order) 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.