--- title: "Withdraw from a portfolio | RupeeCase" description: "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." source_url: "https://www.rupeecase.com/learn/terminal/withdraw" --- ## Watch: Withdraw Withdraw sells holdings to raise money.Withdraw: what is sold, and where does the money go? 5 chapters, 1:09, with voice and music 1. [Chapter 1Where it is0:05](/instiv2/media/tut3/withdraw-where-phone-dark-v3-va2.mp4) 2. [Chapter 2What it means0:30](/instiv2/media/tut3/withdraw-meaning-phone-dark-v3-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut3/withdraw-example-phone-dark-v3-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut3/withdraw-reading-phone-dark-v3-va2.mp4) 5. [Chapter 5Watch out0:22](/instiv2/media/tut3/withdraw-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**5**Watch out ### Chapter 1: Where it is 1 Show the whole screen 1 Show the whole screen 1. 1**Withdraw**Withdraw sells holdings to raise money. 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**Part or all**Choose Part of it or Everything. Shown in the video, not on this still 2. 2**Everything**Part of it sells about the same share of every holding. Everything sells all the holdings. Shown in the video, not on this still ### Chapter 5: Watch out 1 Show the whole screen 1 Show the whole screen 1. 1**Sold to raise the amount**Holdings are sold to raise the amount; the money stays in your own broker account. Shown in the video, not on this still ## Where it is ScreenPortfolioBasic Withdraw 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 Withdraw money asks for Part of it or Everything. Part of it sells every holding in proportion, so the mix stays the same, and says about what share of each it sells. An amount at or above the value is refused: choose Everything for that. Everything sells all holdings. The money lands in your own broker account, not with RupeeCase. ## The formula A partial withdrawal sells about the same share of every holding: the amount over the current value. Invested falls by the amount taken out. As computed in the RupeeCase app`Part of it: sells about amount / current value of every holding An amount at or above the current value is refused (choose Everything) Everything: sells all holdings The money stays in your broker account` ## Worked example Example only * Portfolio value Rs 3,00,000; withdraw Rs 60,000 * 60,000 / 3,00,000 = 20%: about 20% of every holding is sold * Invested falls by Rs 60,000, from Rs 2,85,000 to Rs 2,25,000 ## How to read it * The summary line says what will be sold before you confirm. * Invested drops by what you take out, so Return is on the money still in. * Cancel closes the sheet; nothing is sent. ## Watch out * Confirm withdrawal on a Live portfolio places real sell orders. * Selling can bring capital gains tax and charges. * Moving money from your broker account to your bank is done at your broker. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Withdraw sells holdings to raise money. 2. 0:05**What it means.** Choose Part of it or Everything. 3. 0:35**Worked example.** Worked example, example only: Portfolio value Rs 3,00,000; withdraw Rs 60,000. 60,000 / 3,00,000 = 20%: about 20% of every holding is sold. Invested falls by Rs 60,000, from Rs 2,85,000 to Rs 2,25,000. 4. 0:41**How to read it.** How to read it: The summary line says what will be sold before you confirm. Invested drops by what you take out, so Return is on the money still in. Cancel closes the sheet; nothing is sent. 5. 0:47**Watch out.** Holdings are sold to raise the amount; the money stays in your own broker account. ## Terms in this tutorial * [LTCG](/learn/glossary#ltcg)Long Term Capital Gains. * [STCG](/learn/glossary#stcg)Short-term capital gains. * [transaction cost](/learn/glossary#transaction-cost)All costs of trading including brokerage, STT, exchange charges, GST, and slippage. ## Learn it in depth * [Module 11.1: Equity Taxation After July 2024: The New Rules10 min read, free](/learn/path-11/module-11-1-equity-taxation-after-july-2024-the-new-rules) * [Module 1.5: Orders, Costs & Taxation12 min read, free](/learn/path-1/module-1-5-orders-costs-taxation) * [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. [1:05Next tutorial, Your moneyLedger and Orders: where is every rupee in and out?The Ledger tab lists your money in and out, your charges and every event; Orders lists the open orders at your broker while an action runs.Watch next](/learn/terminal/ledger-and-orders) ### Related tutorials * [0:51Your money, BasicTop up: how is new money added to a portfolio?0:51 video, BasicWatched](/learn/terminal/top-up) * [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. 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