Final Up to date on October 28, 2024 at 1:40 pm
That is an up to date checklist of calculators accessible for members of the freefincal investor circle. That is an unique area for traders, advisors, fintech staff and college students to entry monetary planning and insurance coverage instruments, mutual fund and inventory evaluation instruments, coding methods and Excel macros for information extraction.
The sources can be utilized for funding evaluation, monetary planning, monetary advisory, studying, and creating customized variations. Members may also share calculators and different sources and focus on concepts or points in a non-public Fb group.
Membership advantages: You get lifetime entry (together with bug fixes) to the next Excel or Google Sheets instruments – see the video beneath for screenshots.
Complete device rely: 23 information/hyperlinks within the folder! Up to date Nov 2024. Members will get entry to all future releases!
All instruments are open-source. No hidden cells, formulae or macros. You’ll be able to customise them for private {and professional} use (see phrases and circumstances beneath).
- Mutual fund evaluation energy device: Up to date and consolidated with the next options.
- Mutual fund vs index fingerprinting device (used to analyse efficiency)
- Mutual fund vs index rolling returns (lump sum and SIP)
- Ulcer index device (a measure of how annoying the fund was to carry)
- Mutual fund vs index rolling volatility, upside and draw back seize
- A number of dangers vs return metrics and analysis rating
- Plus extra!
- You’ll be able to freely modify this and create numerous instruments to fit your necessities.
- Monetary planning instruments: Excel variations of the net calculators accessible in our guide, You Can Be Wealthy Too with Objective-based Investing and on the SEBI investor training website. Word: The net editions don’t help you save your inputs/outputs, whereas you are able to do that with the Excel information and modify them at will.
- Insurance coverage calculator for Younger earners
- Insurance coverage calculator for Married earners
- The time worth for cash
- Versatile compound curiosity
- Customary compound curiosity
- Rising contribution calculator
- Internet value calculator
- Impression of 1% Sip calculator
- The true energy of compounding
- Price of delay calculator
- Objective planner
- Visible purpose planner
- Asset allocation
- Month-to-month funding tracker
- Retirement funding tracker
- Different targets funding tracker
- Monetary purpose planner
- Create normalized plots of any two-time sequence over any period! Two variants can be found: (1) MF vs index and (2) Any time sequence.
- Inventory Evaluation utilizing Earnings Energy Valuation Mannequin.
- Sheet for Fairness LTCG taxation vs non-equity LTCH taxation comparability
- Entry to a non-public Fb group for dialogue and useful resource sharing.
- Excel macros for extracting JSON information and dynamic URLs.
- Google Sheets to match 5 MF portfolios & discover overlapping shares
Be a part of the investor circle! Get pleasure from a 50% low cost for a restricted time and pay solely Rs. 3000 with low cost code circle50. You will get lifetime entry to the above instruments, dialogue boards, and bug fixes.
Necessary Phrases and Situations:
- No refunds are doable underneath any circumstance.
- Membership is just for people and shouldn’t be shared.
- The above instruments can be utilized for private or skilled functions (e.g. advisory, report preparation, and many others.). They shouldn’t be re-distributed in any type or method with out prior consent.
- You’re free to switch the instruments at will for the above functions.
- Suppose the outcomes from these instruments are utilized in any type of content material accessible to the general public – articles, movies, social media posts, and many others. – the suitable credit score ought to be given to the supply: freefincal.com.
- The instruments had been created utilizing the most recent model of Excel in Home windows. They’re unlikely to work with very previous variations of Excel (e.g. Excel 2007). The ability question perform is critical for the information extraction modules to work. This perform was constructed solely from Excel 2016 onwards. No refund will likely be offered if a number of instruments don’t work together with your Excel model.
- If the Excel file has Macros, it could not work for Mac in Excel.
- The functioning of the information extraction modules (standalone or bundled in) will depend on the supply of exterior web sites, which is past our management. These modules could now not work if these web sites change their content material supply technique. All different modules will proceed to work. You’ll be able to nonetheless use the device by getting the information manually.
- Whereas the instruments have been extensively examined for errors, we can not assure they’re freed from them. If members convey any errors to our consideration, they are going to be addressed instantly.
- The freefincal investor circle dialogue discussion board is a spot to debate evaluation strategies, calculator development, and many others. It’s not a spot to debate particular person investments and search public recommendation.
- The discretion of which instruments (created prior to now/future) to incorporate within the investor circle is completely as much as the freefincal group.
- The instruments listed underneath “coming quickly” are underneath growth. It might not be doable to supply them for numerous causes or circumstances.
Screenshot of the instruments that members can entry
Be a part of the investor circle!
Get pleasure from a 50% low cost for a restricted time and pay solely Rs. 3000 with low cost code circle50. You will get lifetime entry to the above instruments, dialogue boards, and bug fixes.
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Monitor your mutual funds and inventory investments with this Google Sheet!
We additionally publish month-to-month fairness mutual funds, debt and hybrid mutual funds, index funds and ETF screeners and momentum, low-volatility inventory screeners.
Podcast: Let’s Get RICH With PATTU! Each single Indian CAN develop their wealth!
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Dr M. Pattabiraman(PhD) is the founder, managing editor and first creator of freefincal. He’s an affiliate professor on the Indian Institute of Know-how, Madras. He has over ten years of expertise publishing information evaluation, analysis and monetary product growth. Join with him through Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You could be wealthy too with goal-based investing (CNBC TV18) for DIY traders. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on numerous cash administration matters. He’s a patron and co-founder of “Payment-only India,” an organisation selling unbiased, commission-free funding recommendation.
Our flagship course! Study to handle your portfolio like a professional to attain your targets no matter market circumstances! ⇐ Greater than 3,000 traders and advisors are a part of our unique neighborhood! Get readability on methods to plan to your targets and obtain the required corpus irrespective of the market situation is!! Watch the primary lecture free of charge! One-time cost! No recurring charges! Life-long entry to movies! Cut back concern, uncertainty and doubt whereas investing! Discover ways to plan to your targets earlier than and after retirement with confidence.
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Our new guide for teenagers: “Chinchu Will get a Superpower!” is now accessible!
Most investor issues could be traced to an absence of knowledgeable decision-making. We made unhealthy choices and cash errors after we began incomes and spent years undoing these errors. Why ought to our youngsters undergo the identical ache? What is that this guide about? As mother and father, what wouldn’t it be if we needed to groom one capacity in our youngsters that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Choice Making. So, on this guide, we meet Chinchu, who’s about to show 10. What he needs for his birthday and the way his mother and father plan for it, in addition to educating him a number of key concepts of decision-making and cash administration, is the narrative. What readers say!
Should-read guide even for adults! That is one thing that each dad or mum ought to educate their youngsters proper from their younger age. The significance of cash administration and resolution making based mostly on their needs and desires. Very properly written in easy phrases. – Arun.
Purchase the guide: Chinchu will get a superpower to your youngster!
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Do you wish to test if the market is overvalued or undervalued? Use our market valuation device (it should work with any index!), or get the Tactical Purchase/Promote timing device!
We publish month-to-month mutual fund screeners and momentum, low-volatility inventory screeners.
About freefincal & its content material coverage. Freefincal is a Information Media Group devoted to offering unique evaluation, stories, evaluations and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that with out battle of curiosity and bias. Observe us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles based mostly solely on factual info and detailed evaluation by its authors. All statements made will likely be verified with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out information. All opinions will likely be inferences backed by verifiable, reproducible proof/information. Contact info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)
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You Can Be Wealthy Too with Objective-Primarily based Investing
Revealed by CNBC TV18, this guide is supposed that will help you ask the best questions and search the right solutions, and because it comes with 9 on-line calculators, you can even create customized options to your way of life! Get it now.
Gamechanger: Neglect Startups, Be a part of Company & Nonetheless Dwell the Wealthy Life You Need
This guide is supposed for younger earners to get their fundamentals proper from day one! It can additionally enable you to journey to unique locations at a low price! Get it or present it to a younger earner.Your Final Information to Journey
That is an in-depth dive into trip planning, discovering low cost flights, funds lodging, what to do when travelling, and the way travelling slowly is best financially and psychologically, with hyperlinks to the net pages and hand-holding at each step. Get the pdf for Rs 300 (immediate obtain)