--- title: "Top up a portfolio | RupeeCase" description: "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." source_url: "https://www.rupeecase.com/learn/terminal/top-up" --- ## Watch: Top up Top up adds new money to a portfolio.Top up: how is new money added to a portfolio? 5 chapters, 0:51, with voice and music 1. [Chapter 1Where it is0:06](/instiv2/media/tut3/top-up-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:23](/instiv2/media/tut3/top-up-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/top-up-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut3/top-up-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut3/top-up-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 3In 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 1 Show the whole screen 1 Show the whole screen 1. 1**Top up**Top up adds new money to a 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**So every stock gets its share**The sheet shows the minimum to add, so every stock gets its share. Shown in the video, not on this still 2. 2**In proportion**The money buys the current holdings in proportion. Shown in the video, not on this still ## Where it is ScreenPortfolioBasic Top up in the portfolio action bar (Dashboard, then Open). Basic and Advanced. Index in this video: [Large Cap Multi Asset](/strategies/largecap-multi-asset) (the sample portfolio). ## What it means Top up takes a one time amount and buys the current holdings in proportion, so the portfolio keeps its mix. The sheet shows the minimum to add so every stock gets its share; a smaller amount can leave some stocks with no share. A Live top up asks for your consent before any order. ## The formula Each holding gets the amount times its weight. The minimum is enough to buy one share of the costliest stock for every stock in a sleeve, scaled by the sleeve's weight, plus 2 percent, rounded up to Rs 1,000. As computed in the RupeeCase app`Each holding gets amount x its weight Minimum to add = per sleeve, stocks x highest price / sleeve weight; the largest of these, plus 2%, rounded up to Rs 1,000` ## Worked example Example only * 20 stocks, highest price Rs 3,000, sleeve weight 80% * 20 x 3,000 = 60,000; 60,000 / 0.8 = 75,000 * Plus 2%: 76,500, rounded up to Rs 77,000 ## How to read it * The Use button fills in the minimum. * Proportional means the mix stays as it is: nothing is sold. * The new money shows in Invested and on the Ledger as Money added. ## Watch out * A Live top up places real orders at your broker after your consent. * Below the minimum, some stocks may get no share. * A top up buys the current holdings; it does not rebalance 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.** Top up adds new money to a portfolio. 2. 0:06**What it means.** The sheet shows the minimum to add, so every stock gets its share. 3. 0:29**Worked example.** Worked example, example only: 20 stocks, highest price Rs 3,000, sleeve weight 80%. 20 x 3,000 = 60,000; 60,000 / 0.8 = 75,000. Plus 2%: 76,500, rounded up to Rs 77,000. 4. 0:35**How to read it.** How to read it: The Use button fills in the minimum. Proportional means the mix stays as it is: nothing is sold. The new money shows in Invested and on the Ledger as Money added. 5. 0:41**Watch out.** Watch out: A Live top up places real orders at your broker after your consent. Below the minimum, some stocks may get no share. A top up buys the current holdings; it does not rebalance them. ## Terms in this tutorial * [lump sum](/learn/glossary#lump-sum)Investing the entire amount at once, opposite of SIP. * [SIP](/learn/glossary#sip)Systematic Investment Plan. * [rebalancing](/learn/glossary#rebalancing)Periodic reset of portfolio holdings back to target weights or a new selection. ## 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 10.7: Running a Portfolio: Invest, Top Up, Withdraw and Rebalance9 min read, free](/learn/path-10/module-10-7-running-a-portfolio-invest-top-up-withdraw-and-rebalance) TKeep watching ## Next tutorial. [1:09Next tutorial, Your moneyWithdraw: what is sold, and where does the money go?Withdraw sells holdings to raise an amount: Part of it sells every stock in proportion, Everything sells all. The money stays in your broker account.Watch next](/learn/terminal/withdraw) ### Related tutorials * [0:51Read a strategy, BasicMinimum investment: why does each strategy have one?0:51 video, BasicWatched](/learn/terminal/minimum-investment) * [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. * [TutorialThe portfolio card: status, due pill and cycle ring1:04 video, Basic](/learn/terminal/portfolio-card) * [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) * [TutorialRebalance in the app: what does Rebalance now do?1:02 video, Basic](/learn/terminal/rebalance-in-the-app) * [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) 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.