--- title: "Rebalance now | RupeeCase Terminal" description: "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." source_url: "https://www.rupeecase.com/learn/terminal/rebalance-in-the-app" --- ## Watch: Rebalance now When a rebalance is due, the card says so and the ring is full.Rebalance in the app: what does Rebalance now do? 5 chapters, 1:02, with voice and music 1. [Chapter 1Where it is0:16](/instiv2/media/tut3/rebalance-in-the-app-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:24](/instiv2/media/tut3/rebalance-in-the-app-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/rebalance-in-the-app-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut3/rebalance-in-the-app-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/rebalance-in-the-app-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 2 Show the whole screen 2 Show the whole screen 1. 1**Rebalance due** When a rebalance is due, the card says so and the ring is full. Shown in the video, not on this still 2. 2**Rebalance now**Rebalance now is on the card and on the portfolio. Shown in the video, not on this still ### Chapter 2: What it means 12 Show the whole screen 12 Show the whole screen 1. 1**Live prices**It trades at live prices and stops if a stock has no live price. Shown in the video, not on this still 2. 2**Your consent**Nothing is sent before your consent and Confirm rebalance. Shown in the video, not on this still ## Where it is ScreenDashboard and PortfolioBasic The Rebalance due pill on the Dashboard card and the portfolio header; Rebalance now on the card and in the portfolio action bar. Basic and Advanced. Index in this video: [Large Cap Multi Asset](/strategies/largecap-multi-asset) (the sample portfolio). ## What it means When a rebalance falls due, the portfolio shows Rebalance due and a full cycle ring. Rebalance now opens "Confirm rebalance": it trades at live market prices, stops by itself if any stock has no live price, and ranks on last week's rankings. It says since when it has been due and what the last rebalance did, then asks for your consent. Confirm rebalance sends the orders to your broker. ## The formula A rebalance brings the holdings back to the strategy's current list and weights: it sells what left the list and buys what joined. Nothing is sent before your consent and Confirm rebalance. As computed in the RupeeCase app`Due = the next rebalance date has arrived Rebalance = sell what left the list, buy what joined, back to target weights, at live prices Rankings: last week's; a stock with no live price stops the rebalance Orders go only after consent and Confirm rebalance` ## Worked example Example only * Portfolio Rs 3,00,000 in 20 stocks of about Rs 15,000 * 4 stocks leave the list: about Rs 60,000 is sold * About Rs 60,000 buys the 4 that joined: turnover about 20% ## How to read it * "Due since" says how long it has waited. * The last rebalance line shows its trades and traded value. * Cancel closes the sheet; nothing is sent. ## Watch out * Confirm rebalance on a Live portfolio places real orders at your broker. * It needs live prices: a stock with no live price stops it. * Every rebalance has charges; the Ledger shows them. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** When a rebalance is due, the card says so and the ring is full. 2. 0:16**What it means.** It trades at live prices and stops if a stock has no live price. 3. 0:40**Worked example.** Worked example, example only: Portfolio Rs 3,00,000 in 20 stocks of about Rs 15,000. 4 stocks leave the list: about Rs 60,000 is sold. About Rs 60,000 buys the 4 that joined: turnover about 20%. 4. 0:46**How to read it.** How to read it: "Due since" says how long it has waited. The last rebalance line shows its trades and traded value. Cancel closes the sheet; nothing is sent. 5. 0:52**Watch out.** Watch out: Confirm rebalance on a Live portfolio places real orders at your broker. It needs live prices: a stock with no live price stops it. Every rebalance has charges; the Ledger shows them. ## Terms in this tutorial * [rebalancing](/learn/glossary#rebalancing)Periodic reset of portfolio holdings back to target weights or a new selection. * [turnover](/learn/glossary#turnover)Percentage of portfolio that changes in a rebalance. * [transaction cost](/learn/glossary#transaction-cost)All costs of trading including brokerage, STT, exchange charges, GST, and slippage. ## Learn it in depth * [Module 4.3: Rebalancing Strategies9 min read, free](/learn/path-4/module-4-3-rebalancing-strategies) * [Module 10.5: Portfolio Monitoring & Rebalancing in Practice9 min read, free](/learn/path-10/module-10-5-portfolio-monitoring-and-rebalancing-in-practice) TKeep watching ## Next tutorial. [0:51Next tutorial, Your moneyTop up: how is new money added to a portfolio?Top up adds a one time amount to a portfolio and spreads it across the current holdings in proportion, with a minimum so every stock gets its share.Watch next](/learn/terminal/top-up) ### Related tutorials * [1:04Your money, BasicThe portfolio card: status, due pill and cycle ring1:04 video, BasicWatched](/learn/terminal/portfolio-card) * [0:56Read a strategy, BasicRebalance cadence: how often does the strategy trade?0:56 video, BasicWatched](/learn/terminal/rebalance-cadence) * [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) * [TutorialPortfolio value: what does "Same money in NIFTY 50" mean?1:10 video, Basic](/learn/terminal/portfolio-hero-and-same-money) * [TutorialModel cards on a portfolio: which figures are mine?0:53 video, Basic](/learn/terminal/model-cards-vs-your-figures) * [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.