--- title: "The four strategy tabs explained | RupeeCase" description: "A tour of the four tabs on a strategy page: Holdings, Returns, Risk and History, which cards are in Basic and why the rebalance history has no grand total." source_url: "https://www.rupeecase.com/learn/terminal/strategy-tabs" --- ## Watch: Strategy tabs Four tabs: Holdings, Returns, Risk and History.Holdings, Returns, Risk, History: what is in each tab? 5 chapters, 1:34, with voice and music 1. [Chapter 1Where it is0:08](/instiv2/media/tut3/strategy-tabs-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:58](/instiv2/media/tut3/strategy-tabs-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/strategy-tabs-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:13](/instiv2/media/tut3/strategy-tabs-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/strategy-tabs-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 6In 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**Four tabs**Four tabs: Holdings, Returns, Risk and History. Shown in the video, not on this still ### Chapter 2: What it means 1234 Show the whole screen 1234 Show the whole screen 1. 1**Returns tab**Returns: return figures, year by year and charges. Shown in the video, not on this still 2. 2**Risk tab**Risk: drawdowns and the risk figures. Shown in the video, not on this still 3. 3**History tab**History: each rebalance, what it sold and the return on each sale. Shown in the video, not on this still 4. 4**Advanced**In Advanced: the trade book, with turnover per rebalance below it. 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**Year by year**Year by year sets each year beside the benchmark. Shown in the video, not on this still ## Where it is ScreenStrategyBasic The tab row below the key figures on every strategy page. Holdings opens first. Cards marked Advanced appear in Advanced only. Index in this video: [Allcap](/strategies/allcap) (strategy page). ## What it means Holdings opens on the holdings table of a Rs 10,00,000 model, then the composition by sector and market cap and the position sizes. Returns has return figures, year by year and the Charges card. Risk has drawdowns and risk figures. History has the rebalance history and the rotation history, and in Advanced the trade book and turnover per rebalance. ## The formula Each card computes over the chosen period except where it says full history. A rebalance group's return is its rupee P&L over the money it held. As computed in the RupeeCase app`Tabs: Holdings, Returns, Risk, History Rebalance group return = rupee P&L of the group / money the group held (weight x Rs 10,00,000) No grand total across rebalances, by design` ## Worked example Example only * One rebalance sells 3 positions of Rs 20,000 each * P&L: +Rs 4,000, -Rs 1,000, +Rs 3,000 = +Rs 6,000 * Group return: 6,000 / 60,000 = +10% ## How to read it * Returns: Year by year pills show the difference against the benchmark. * Risk: Risk figures lead with max drawdown and volatility. * History: each group is one rebalance, with what was sold. ## Watch out * Rebalance history has no grand total: groups hold different money at different times. * The holdings benchmark band uses full history, while the hero uses the period. * Charges are always full history. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Four tabs: Holdings, Returns, Risk and History. 2. 0:08**What it means.** Holdings: each position on Rs 10,00,000: when the model bought it, entry and last price, return. 3. 1:05**Worked example.** Worked example, example only: One rebalance sells 3 positions of Rs 20,000 each. P&L: +Rs 4,000, -Rs 1,000, +Rs 3,000 = +Rs 6,000. Group return: 6,000 / 60,000 = +10%. 4. 1:11**How to read it.** Year by year sets each year beside the benchmark. 5. 1:24**Watch out.** Watch out: Rebalance history has no grand total: groups hold different money at different times. The holdings benchmark band uses full history, while the hero uses the period. Charges are always full history. ## 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. * [drawdown](/learn/glossary#drawdown)The peak-to-trough decline during a specific period. ## Learn it in depth * [Module 4.3: Rebalancing Strategies9 min read, free](/learn/path-4/module-4-3-rebalancing-strategies) * [Module 4.4: Performance Measurement9 min read, free](/learn/path-4/module-4-4-performance-measurement) TKeep watching ## Next tutorial. [1:00Next tutorial, Read a strategyThe Holdings table: what do entry, last price and weight mean?Each Holdings column explained: Since, model quantity or quantity, entry or average buy price, last price, Today, Return, P&L, value and weight.Watch next](/learn/terminal/reading-the-holdings-table) ### Related tutorials * [0:58Read a strategy, BasicThe key figures card: what are the four lead figures?0:58 video, BasicWatched](/learn/terminal/key-figures-card) * [0:56Read a strategy, BasicRebalance cadence: how often does the strategy trade?0:56 video, BasicWatched](/learn/terminal/rebalance-cadence) * [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) [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. * [TutorialGrowth per year: how fast did the model grow?1:06 video, Basic](/learn/terminal/growth-per-year) * [TutorialMax drawdown: how bad did it get?0:56 video, Basic](/learn/terminal/max-drawdown) * [TutorialThe riskometer: what sets Low to Very High?0:45 video, Basic](/learn/terminal/riskometer) * [TutorialMinimum investment: why does each strategy have one?0:51 video, Basic](/learn/terminal/minimum-investment) * [TutorialRs 10,00,000 became: what do the hero figure and periods show?1:08 video, Basic](/learn/terminal/hero-figure-and-periods) * [TutorialThe benchmark line: what is the strategy compared with?0:57 video, Basic](/learn/terminal/benchmark-line) 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. 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