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The terminal/Product walkthrough

Track your portfolio

After you invest: the Dashboard summary, each portfolio's card, the portfolio page with its value since you invested and the same money in the NIFTY 50, what it holds, your own trades, and the Ledger of money in and out.

0:42 video
6 chapters
Captions, no sound

Watch: Track your portfolio

The Dashboard sums up every portfolio: value, profit or loss, invested.

Track your portfolio

6 chapters, 0:42, no sound

Steps in this video

The Dashboard sums up every portfolio: value, profit or loss, invested.
Each portfolio has a card: its value, since when, and the NIFTY 50 beside it.
A portfolio opens on its value and gain since you invested.
Same money in NIFTY 50: your amounts, on your dates, in the index.
Holdings: each holding with its weight and its gain or loss.
Then what the portfolio owns, by sector and market cap.
The History tab lists your own trades since you invested.
What each rebalance sold, at your cost and your fill, and what you hold now.
The Ledger tab lists your money in and out, and every event.

Screens from the RupeeCase app on sample data. Strategy figures are model, back tested, as of the date on screen.

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Chapters

Each chapter opens in the full screen player at its start.

0:00The Dashboard. The Dashboard sums up every portfolio: value, profit or loss, invested.
0:04One card per portfolio. Each portfolio has a card: its value, since when, and the NIFTY 50 beside it.
0:08Since you invested. A portfolio opens on its value and gain since you invested.
0:16What it holds. Holdings: each holding with its weight and its gain or loss.
0:25Your own trades. The History tab lists your own trades since you invested.
0:35Money in and out. The Ledger tab lists your money in and out, and every event.

Next step

See the strategies behind the screens.

Every RupeeCase strategy has its own page with the model history, key figures, risk band and minimum. Practice mode runs the whole terminal without real orders.

See the strategies Sign up for RupeeCase

WKeep watching

More walkthroughs.

Terminal tutorials, one screen at a time

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Where to go next.

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.

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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. 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.