Where it is

ScreenStrategy, invest sheetBasic

Invest on a strategy page (the action bar on a phone, the side panel on a desktop) opens "Confirm investment". Basic and Advanced.

What it means

The sheet names the portfolio, opens with the strategy minimum as the amount and takes any amount at or above it. Trading mode starts on Practice, which follows the strategy with no broker order. Live sends real orders to the broker you choose, shows that broker's cash, and asks you to accept the consent text. Invest now places the orders immediately, and checks first that the market is open.

The formula

The first amount must be at least the strategy minimum, enough to buy every stock; top ups later can be any amount. Practice is chosen first. Live needs an active broker session, your consent and an open market.

As computed in the RupeeCase app
First amount >= strategy minimum (top ups later: any amount)
Trading mode: Practice (chosen first) or Live
Live needs a broker with an active session, your consent and an open market
Invest now places the orders immediately

Worked example

Example only

  • Minimum Rs 2,25,000: Rs 2,00,000 is refused
  • Rs 3,00,000 in Practice: no broker order is placed
  • Rs 3,00,000 in Live: orders go to your broker after your consent

How to read it

  • Check the trading mode first: Practice or Live.
  • Broker cash shows in Live only, as a guide.
  • Nothing is sent while the sheet is open; Invest now sends it.

Watch out

  • The sheet starts on Practice: an investment there places no real order.
  • Invest now on Live places orders immediately.
  • Outside market hours Invest now stops before anything is created.

Transcript

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

  1. 0:00Where it is. Invest on a strategy page opens the invest sheet.
  2. 0:14What it means. The amount starts at the strategy minimum. Less is refused.
  3. 0:52Worked example. Worked example, example only: Minimum Rs 2,25,000: Rs 2,00,000 is refused. Rs 3,00,000 in Practice: no broker order is placed. Rs 3,00,000 in Live: orders go to your broker after your consent.
  4. 0:58How to read it. How to read it: Check the trading mode first: Practice or Live. Broker cash shows in Live only, as a guide. Nothing is sent while the sheet is open; Invest now sends it.
  5. 1:04Watch out. Watch out: The sheet starts on Practice: an investment there places no real order. Invest now on Live places orders immediately. Outside market hours Invest now stops before anything is created.

Terms in this tutorial

  • T+1Settlement cycle in Indian equity markets.
  • slippageDifference between expected trade price and actual execution price.
  • systematic investingApproach where selection, weighting, rebalancing, and exit rules are defined upfront and followed mechanically.

Learn it in depth