--- title: "Dashboard portfolio card explained | RupeeCase" description: "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." source_url: "https://www.rupeecase.com/learn/terminal/portfolio-card" --- ## Watch: Portfolio card Each portfolio has its own card.The portfolio card: status, due pill and cycle ring 5 chapters, 1:04, with voice and music 1. [Chapter 1Where it is0:07](/instiv2/media/tut3/portfolio-card-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:28](/instiv2/media/tut3/portfolio-card-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/portfolio-card-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:13](/instiv2/media/tut3/portfolio-card-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/portfolio-card-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**4**How to read it ### Chapter 1: Where it is 1 Show the whole screen 1 Show the whole screen 1. 1**One card per portfolio**Each portfolio has its own card. Shown in the video, not on this still ### Chapter 2: What it means 1 Show the whole screen 1. 1**Status**The status line says what the portfolio is doing. Shown in the video, not on this still 2. 2**Due pill and ring** The ring fills through the rebalance cycle; full means due. Shown in the video, not on this still 3. 3**Same money** "vs NIFTY 50": the index on your own dates and amounts. 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**Rebalance now and Open**Rebalance now opens the confirm sheet. Open shows the portfolio. Shown in the video, not on this still ## Where it is ScreenDashboardBasic One card per portfolio on the Dashboard, below the summary. Basic and Advanced; the broker line is in Advanced. The app lists every RupeeCase index; each has its own page. [See all 18 in one table](/strategies/#sxTable). ## 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 Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Each portfolio has its own card. 2. 0:07**What it means.** The status line says what the portfolio is doing. 3. 0:35**Worked 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. 4. 0:41**How to read it.** Rebalance now opens the confirm sheet. Open shows the portfolio. 5. 0:54**Watch 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 * [rebalancing](/learn/glossary#rebalancing)Periodic reset of portfolio holdings back to target weights or a new selection. * [Nifty 50](/learn/glossary#nifty-50)Index of 50 large-cap Indian stocks representing about 65 percent of NSE free-float market cap. ## Learn it in depth * [Module 10.5: Portfolio Monitoring & Rebalancing in Practice9 min read, free](/learn/path-10/module-10-5-portfolio-monitoring-and-rebalancing-in-practice) * [Module 4.3: Rebalancing Strategies9 min read, free](/learn/path-4/module-4-3-rebalancing-strategies) TKeep watching ## Next tutorial. [1:10Next tutorial, Your moneyPortfolio value: what does "Same money in NIFTY 50" mean?A portfolio page leads with its live value and the same money in the benchmark, both since you invested. The period chips move the chart and key figures.Watch next](/learn/terminal/portfolio-hero-and-same-money) ### Related tutorials * [1:14Your money, BasicThe Dashboard summary: value, invested and return1:14 video, BasicWatched](/learn/terminal/dashboard-strip) * [1:02Your money, BasicRebalance in the app: what does Rebalance now do?1:02 video, BasicWatched](/learn/terminal/rebalance-in-the-app) * [1:14Your money, BasicThe invest sheet: what happens when I press Invest?1:14 video, BasicWatched](/learn/terminal/invest-sheet) [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. * [TutorialModel cards on a portfolio: which figures are mine?0:53 video, Basic](/learn/terminal/model-cards-vs-your-figures) * [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) * [TutorialYour return three ways: why do the hero, key figure and XIRR differ?1:04 video, Basic](/learn/terminal/your-return-three-ways) * [TutorialMTF: what changes when the broker funds part of a buy?1:13 video, Basic](/learn/terminal/mtf-on-the-invest-sheet) 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.