--- title: "Portfolio hero | RupeeCase Terminal" description: "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." source_url: "https://www.rupeecase.com/learn/terminal/portfolio-hero-and-same-money" --- ## Watch: Portfolio hero The large figure is the portfolio's current value, live.Portfolio value: what does "Same money in NIFTY 50" mean? 5 chapters, 1:10, with voice and music 1. [Chapter 1Where it is0:16](/instiv2/media/tut3/portfolio-hero-and-same-money-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:17](/instiv2/media/tut3/portfolio-hero-and-same-money-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/portfolio-hero-and-same-money-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:21](/instiv2/media/tut3/portfolio-hero-and-same-money-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/portfolio-hero-and-same-money-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 12 Show the whole screen 12 Show the whole screen 1. 1**Live value**The large figure is the portfolio's current value, live. Shown in the video, not on this still 2. 2**Since you invested**Under it: profit or loss on your net invested money. 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**Same money**Same money in NIFTY 50: your amounts, on your dates, in the index. Shown in the video, not on this still ### Chapter 4: How to read it 12 Show the whole screen 12 Show the whole screen 1. 1**Chart and key figures**The period chips start on Since. Another chip moves the chart and the key figures. Shown in the video, not on this still 2. 2**Always since you invested**The hero figures stay since you invested. Shown in the video, not on this still ## Where it is ScreenPortfolioBasic The top of a portfolio page (Dashboard, then Open). Basic and Advanced. Index in this video: [Large Cap Multi Asset](/strategies/largecap-multi-asset) (the sample portfolio). ## What it means The large figure is the current value, live. The line under it is profit or loss in rupees and percent on your net invested money, since your first investment. "Same money in NIFTY 50" is what the same amounts, on your own dates, would show in the benchmark. The period chips (Since, 1M, 3M and longer once the portfolio is that old) change the chart and the key figures below it, not these figures. ## The formula The hero figures are live and since you invested. The same money line grows each amount you put in or took out by the benchmark from its own date to today. As computed in the RupeeCase app`Hero = current value, live Profit or loss = current value - invested (net of withdrawals), since you invested Same money = each amount in or out, grown by the benchmark from its date to today Period chips: the chart and the key figures, not the hero` ## Worked example Example only * Rs 1,00,000 in on 1 Jun; NIFTY 50 then 24,000, now 25,200 * Same money in NIFTY 50: Rs 1,05,000, +5% * Your portfolio at Rs 1,08,000: +8%, 3 points ahead ## How to read it * Read the hero and the same money line together: same amounts, same dates. * The chart can show 1M or 3M; the hero stays since you invested. * Values move with live prices during market hours. ## Watch out * The percentage is on net invested money, not per year. * The benchmark is a price index with no costs; your portfolio carries real charges. * Changing the chart period does not change the hero figures. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** The large figure is the portfolio's current value, live. 2. 0:16**What it means.** Same money in NIFTY 50: your amounts, on your dates, in the index. 3. 0:33**Worked example.** Worked example, example only: Rs 1,00,000 in on 1 Jun; NIFTY 50 then 24,000, now 25,200. Same money in NIFTY 50: Rs 1,05,000, +5%. Your portfolio at Rs 1,08,000: +8%, 3 points ahead. 4. 0:39**How to read it.** The period chips start on Since. Another chip moves the chart and the key figures. 5. 1:00**Watch out.** Watch out: The percentage is on net invested money, not per year. The benchmark is a price index with no costs; your portfolio carries real charges. Changing the chart period does not change the hero figures. ## Terms in this tutorial * [Nifty 50](/learn/glossary#nifty-50)Index of 50 large-cap Indian stocks representing about 65 percent of NSE free-float market cap. * [equity curve](/learn/glossary#equity-curve)Chart of portfolio value over time. ## Learn it in depth * [Module 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement) * [Module 8.1: Why Investors Lose, Introduction to Behavioural Finance11 min read, free](/learn/path-8/module-8-1-why-investors-lose-introduction-to-behavioural-finance) TKeep watching ## Next tutorial. [0:53Next tutorial, Your moneyModel cards on a portfolio: which figures are mine?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.Watch next](/learn/terminal/model-cards-vs-your-figures) ### Related tutorials * [1:04Your money, BasicThe portfolio card: status, due pill and cycle ring1:04 video, BasicWatched](/learn/terminal/portfolio-card) * [1:14Your money, BasicThe Dashboard summary: value, invested and return1:14 video, BasicWatched](/learn/terminal/dashboard-strip) * [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. * [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) * [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.