--- title: "The invest sheet explained | RupeeCase" description: "Invest opens Confirm investment: the amount with its minimum, Practice or Live, your broker and consent. Nothing is placed until Invest now." source_url: "https://www.rupeecase.com/learn/terminal/invest-sheet" --- ## Watch: Invest sheet Invest on a strategy page opens the invest sheet.The invest sheet: what happens when I press Invest? 5 chapters, 1:14, with voice and music 1. [Chapter 1Where it is0:14](/instiv2/media/tut3/invest-sheet-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:38](/instiv2/media/tut3/invest-sheet-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/invest-sheet-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut3/invest-sheet-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/invest-sheet-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 5In 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 1 Show the whole screen 1. 1**Invest**Invest on a strategy page opens the invest sheet. Confirm investment: nothing is sent while it is open. Shown in the video, not on this still ### Chapter 2: What it means 124 Show the whole screen 1234 Show the whole screen 1. 1**Starts at the minimum**The amount starts at the strategy minimum. Less is refused. Shown in the video, not on this still 2. 2**Practice is chosen first**Practice follows the strategy with no broker order. Shown in the video, not on this still 3. 3**Live: your consent**Live sends real orders to your broker, after your consent. Shown in the video, not on this still 4. 4**Places orders**Invest now places the orders, during market hours. Shown in the video, not on this still ## 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. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## 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 Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Invest on a strategy page opens the invest sheet. 2. 0:14**What it means.** The amount starts at the strategy minimum. Less is refused. 3. 0:52**Worked 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. 0:58**How 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. 1:04**Watch 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+1](/learn/glossary#t-plus-1)Settlement cycle in Indian equity markets. * [slippage](/learn/glossary#slippage)Difference between expected trade price and actual execution price. * [systematic investing](/learn/glossary#systematic-investing)Approach where selection, weighting, rebalancing, and exit rules are defined upfront and followed mechanically. ## Learn it in depth * [Module 10.4: Paper Trading to Live: The Hardest Transition9 min read, free](/learn/path-10/module-10-4-paper-trading-to-live-the-hardest-transition) * [Module 10.1: How Orders Actually Work: Market Microstructure India12 min read, free](/learn/path-10/module-10-1-how-orders-actually-work-market-microstructure-india) * [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. [1:14Next tutorial, Your moneyThe Dashboard summary: value, invested and returnCurrent value, profit or loss, today, invested and return at the top of the Dashboard. Invested is net of withdrawals, and return uses it.Watch next](/learn/terminal/dashboard-strip) ### Related tutorials * [1:10Start here, BasicPractice or Live: is my money really invested?1:10 video, BasicWatched](/learn/terminal/practice-vs-live) * [0:51Read a strategy, BasicMinimum investment: why does each strategy have one?0:51 video, BasicWatched](/learn/terminal/minimum-investment) * [1:04Your money, BasicThe portfolio card: status, due pill and cycle ring1:04 video, BasicWatched](/learn/terminal/portfolio-card) [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. * [TutorialPortfolio value: what does "Same money in NIFTY 50" mean?1:10 video, Basic](/learn/terminal/portfolio-hero-and-same-money) * [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) * [TutorialWithdraw: what is sold, and where does the money go?1:09 video, Basic](/learn/terminal/withdraw) * [TutorialLedger and Orders: where is every rupee in and out?1:05 video, Basic](/learn/terminal/ledger-and-orders) 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.