--- title: "Model cards vs yours | RupeeCase Terminal" description: "On a portfolio page the hero, key figures and holdings are yours. Most Returns and Risk cards show the linked strategy's model since you invested." source_url: "https://www.rupeecase.com/learn/terminal/model-cards-vs-your-figures" --- ## Watch: Model cards vs yours On a portfolio, the Compare card shows you, live.Model cards on a portfolio: which figures are mine? 5 chapters, 0:53, with voice and music 1. [Chapter 1Where it is0:17](/instiv2/media/tut3/model-cards-vs-your-figures-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:06](/instiv2/media/tut3/model-cards-vs-your-figures-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/model-cards-vs-your-figures-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:15](/instiv2/media/tut3/model-cards-vs-your-figures-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/model-cards-vs-your-figures-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 3In 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**4**How to read it ### Chapter 1: Where it is 12 Show the whole screen 12 Show the whole screen 1. 1**Yours, live**On a portfolio, the Compare card shows you, live. Shown in the video, not on this still 2. 2**Not your portfolio**From here down, cards are the strategy's model since you invested. Shown in the video, not on this still ### Chapter 4: How to read it 1 Show the whole screen 1 Show the whole screen 1. 1**Your charges: Ledger**Your own charges are on the Ledger tab. Shown in the video, not on this still ## Where it is ScreenPortfolio, Returns and Risk tabsBasic The Returns and Risk tabs of a portfolio page, under the band "Model since you invested: , not your portfolio". Basic and Advanced. Index in this video: [Large Cap Multi Asset](/strategies/largecap-multi-asset) (the sample portfolio). ## What it means A portfolio page mixes two sources. Yours: the hero, the key figures (worked out from your own weekly value), Holdings, the Compare card's "You, live" bar, Where the return came from (your holdings), your trades at the top of the History tab, and the Ledger. The model: Return figures, Year by year, Drawdowns, Risk figures and the other cards on those tabs, and the model trade book and rotation on History, show the linked strategy's model since the day you invested, each tagged "Model since you invested". ## The formula Your figures come from your holdings, cash and money in and out. Model cards come from the linked strategy's model history, from the day you invested. As computed in the RupeeCase app`Your figures: live holdings, cash, your money in and out Model cards: the linked strategy's model history, from the day you invested Charges: yours on the Ledger; the model's on the strategy page` ## Worked example Example only * You invested on 1 Jun; your portfolio is +6% since * The model since 1 Jun is +8%: a model card shows +8% * The 2 points: your dates, top ups, fills and charges ## How to read it * Look for the band and the "Model since you invested" tag. * Your own return is in the hero; the model's is on the tagged cards. * Your own charges are on the Ledger tab. ## Watch out * The tab names match a strategy page, but here most cards are the model. * A model card is not your portfolio: fills, timing and charges differ. * Just after you invest, model cards may have too little history to fill. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** On a portfolio, the Compare card shows you, live. 2. 0:17**What it means.** Your figures come from your holdings, cash and money in and out. Model cards come from the linked strategy's model history, from the day you invested. 3. 0:23**Worked example.** Worked example, example only: You invested on 1 Jun; your portfolio is +6% since. The model since 1 Jun is +8%: a model card shows +8%. The 2 points: your dates, top ups, fills and charges. 4. 0:29**How to read it.** Your own charges are on the Ledger tab. 5. 0:43**Watch out.** Watch out: The tab names match a strategy page, but here most cards are the model. A model card is not your portfolio: fills, timing and charges differ. Just after you invest, model cards may have too little history to fill. ## Terms in this tutorial * [backtest](/learn/glossary#backtest)Simulation of a strategy on historical data to estimate past performance. * [slippage](/learn/glossary#slippage)Difference between expected trade price and actual execution price. * [transaction cost](/learn/glossary#transaction-cost)All costs of trading including brokerage, STT, exchange charges, GST, and slippage. ## 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 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement) * [Module 2.6: Model History vs Your Portfolio8 min read, free](/learn/path-2/module-2-6-model-history-vs-your-portfolio) TKeep watching ## Next tutorial. [1:02Next tutorial, Your moneyRebalance in the app: what does Rebalance now do?When a rebalance is due, the card and the portfolio say so. Rebalance now opens Confirm rebalance; nothing is sent until you accept and confirm.Watch next](/learn/terminal/rebalance-in-the-app) ### Related tutorials * [1:09Start here, BasicModel history or your portfolio: which numbers am I looking at?1:09 video, BasicWatched](/learn/terminal/model-history-vs-your-portfolio) * [1:10Your money, BasicPortfolio value: what does "Same money in NIFTY 50" mean?1:10 video, BasicWatched](/learn/terminal/portfolio-hero-and-same-money) * [1:05Your money, BasicLedger and Orders: where is every rupee in and out?1:05 video, BasicWatched](/learn/terminal/ledger-and-orders) [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 invest sheet: what happens when I press Invest?1:14 video, Basic](/learn/terminal/invest-sheet) * [TutorialThe Dashboard summary: value, invested and return1:14 video, Basic](/learn/terminal/dashboard-strip) * [TutorialThe portfolio card: status, due pill and cycle ring1:04 video, Basic](/learn/terminal/portfolio-card) * [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) * [TutorialYour return three ways: why do the hero, key figure and XIRR differ?1:04 video, Basic](/learn/terminal/your-return-three-ways) 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.