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The portfolio card: status, due pill and cycle ring

Each portfolio card on the Dashboard shows its status, a due pill, the rebalance cycle ring, its value, profit or loss and the benchmark on the same money.

1:04 video
5 chapters
Basic view
Captions, no sound

Watch: Portfolio card

Each portfolio has its own card.

The portfolio card: status, due pill and cycle ring

5 chapters, 1:04, no sound

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.

Where it is

ScreenDashboardBasic

One card per portfolio on the Dashboard, below the summary. Basic and Advanced; the broker line is in Advanced.

What it means

The status line says what the portfolio is doing: up to date, putting money to work, rebalancing now, withdrawing, or needs attention. A pill flags a due rebalance or a problem. The ring shows how far through its rebalance cycle the portfolio is, and is full when a rebalance is due. Below: current value, profit or loss since you invested, and "vs NIFTY 50", the benchmark on the same money and dates.

The formula

The ring is the share of days gone between the last and the next rebalance. Profit or loss is on your net invested money. The benchmark figure uses your own dates and amounts.

As computed in the RupeeCase app

Cycle ring = days since the last rebalance / days from the last to the next rebalance (full when due)
Profit or loss = current value - invested, and as a share of invested
vs benchmark = the benchmark's return on your own dates and amounts

Worked example

Example only

Last rebalance 1 Sep, next 29 Sep: a 28 day cycle
On 15 Sep, 14 of 28 days have gone: the ring is 50% through
On 29 Sep the ring is full and the pill reads Rebalance due

How to read it

A full ring with the Rebalance due pill means a rebalance is waiting.
Profit or loss is since you invested, net of withdrawals.
Open shows the portfolio; Rebalance now opens the confirm sheet.

Watch out

The card's percentage is not per year.
Practice portfolios use the same card: check the Live or Practice word.
Needs attention means the last action stopped: open the portfolio to see why.

Transcript

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

0:00Where it is. Each portfolio has its own card.
0:07What it means. The status line says what the portfolio is doing.
0:35Worked example. Worked example, example only: Last rebalance 1 Sep, next 29 Sep: a 28 day cycle. On 15 Sep, 14 of 28 days have gone: the ring is 50% through. On 29 Sep the ring is full and the pill reads Rebalance due.
0:41How to read it. Rebalance now opens the confirm sheet. Open shows the portfolio.
0:54Watch out. Watch out: The card's percentage is not per year. Practice portfolios use the same card: check the Live or Practice word. Needs attention means the last action stopped: open the portfolio to see why.

Terms in this tutorial

rebalancingPeriodic reset of portfolio holdings back to target weights or a new selection.
Nifty 50Index of 50 large-cap Indian stocks representing about 65 percent of NSE free-float market cap.

Learn it in depth

TKeep watching

Next tutorial.

1:08Next tutorial, Your moneyPortfolio value: what does "Same money in NIFTY 50" mean?A portfolio page leads with its live value since you invested and the same money in the benchmark. The period chips move only the chart.Watch next

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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.