--- title: "Minimum investment explained | RupeeCase" description: "The minimum is what it takes to buy at least one share of every stock at its target weight. How the server works it out and where the app enforces it." source_url: "https://www.rupeecase.com/learn/terminal/minimum-investment" --- ## Watch: Minimum Each card shows the minimum first investment.Minimum investment: why does each strategy have one? 5 chapters, 0:51, with voice and music 1. [Chapter 1Where it is0:13](/instiv2/media/tut3/minimum-investment-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:16](/instiv2/media/tut3/minimum-investment-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/minimum-investment-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut3/minimum-investment-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/minimum-investment-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 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 1 Show the whole screen 1. 1**Minimum**Each card shows the minimum first investment. Shown in the video, not on this still 2. 2**Minimum** On a phone it stays beside Invest. Shown in the video, not on this still 3. 3**Minimum** It is also in the key figures. Shown in the video, not on this still ### Chapter 2: What it means 1 Show the whole screen 1 Show the whole screen 1. 1**Starts at the minimum**The invest sheet opens with the minimum as the amount. Shown in the video, not on this still ## Where it is ScreenMarketplace, Strategy, invest sheetBasic On each Marketplace card ("Min"), in the strategy key figures and the phone action bar, and on the invest sheet. Basic and Advanced. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## What it means The minimum is the smallest first investment that lets the strategy buy at least one share of each stock at its weight. It depends on the highest share price among the stocks it holds, so it moves when prices or holdings change. The invest sheet refuses a first amount below it; top ups later can be any amount. ## The formula Take the number of stocks times the highest price among them, divide by the sleeve's share of the money, add 2 percent, and round up to the next Rs 1,000. As computed in the RupeeCase app`Minimum = largest over sleeves of (number of stocks x highest price among them at the last rebalance) / sleeve's share of the money x 1.02 rounded up to the next Rs 1,000` ## Worked example Example only * 50 stocks, highest price Rs 4,000, one sleeve with all the money * 50 x 4,000 = Rs 2,00,000; x 1.02 = Rs 2,04,000 * Minimum shown: Rs 2,04,000 ## How to read it * "Add Rs X" on a card is the gap between your broker cash and the minimum. * Fewer stocks or lower prices mean a lower minimum. * "Use minimum" on the invest sheet puts the minimum back in the amount. ## Watch out * The minimum changes with prices; it is worked out on the latest rebalance. * At the minimum, weights can drift from target because shares come whole. * Charges are separate from the minimum. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Each card shows the minimum first investment. 2. 0:13**What it means.** The invest sheet opens with the minimum as the amount. 3. 0:29**Worked example.** Worked example, example only: 50 stocks, highest price Rs 4,000, one sleeve with all the money. 50 x 4,000 = Rs 2,00,000; x 1.02 = Rs 2,04,000. Minimum shown: Rs 2,04,000. 4. 0:35**How to read it.** How to read it: "Add Rs X" on a card is the gap between your broker cash and the minimum. Fewer stocks or lower prices mean a lower minimum. "Use minimum" on the invest sheet puts the minimum back in the amount. 5. 0:41**Watch out.** Watch out: The minimum changes with prices; it is worked out on the latest rebalance. At the minimum, weights can drift from target because shares come whole. Charges are separate from the minimum. ## Terms in this tutorial * [rebalancing](/learn/glossary#rebalancing)Periodic reset of portfolio holdings back to target weights or a new selection. * [diversification](/learn/glossary#diversification)Spreading capital across assets that do not move together. ## Learn it in depth * [Module 4.2: Position Sizing8 min read, free](/learn/path-4/module-4-2-position-sizing) * [Module 6.10: Ways to Own a Strategy in India10 min read, free](/learn/path-6/module-6-10-ways-to-own-a-strategy) TKeep watching ## Next tutorial. [0:56Next tutorial, Read a strategyRebalance cadence: how often does the strategy trade?Weekly, every N weeks or monthly: what the rebalance figure on a strategy means, what a rebalance does and where turnover is recorded.Watch next](/learn/terminal/rebalance-cadence) ### Related tutorials * [1:10Start here, BasicPractice or Live: is my money really invested?1:10 video, BasicWatched](/learn/terminal/practice-vs-live) * [0:45Read a strategy, BasicThe riskometer: what sets Low to Very High?0:45 video, BasicWatched](/learn/terminal/riskometer) * [1:06Read a strategy, BasicGrowth per year: how fast did the model grow?1:06 video, BasicWatched](/learn/terminal/growth-per-year) [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. 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