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 house for traders, advisors, fintech workers and college students to entry monetary planning and insurance coverage instruments, mutual fund and inventory evaluation instruments, coding methods and Excel macros for knowledge extraction.
The sources can be utilized for funding evaluation, monetary planning, monetary advisory, studying, and creating customized variations. Members can even share calculators and different sources and talk about concepts or points in a personal Fb group.
Membership advantages: You get lifetime entry (together with bug fixes) to the next Excel or Google Sheets instruments – see the video under for screenshots.
Complete instrument depend: 23 recordsdata/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 under).
- Mutual fund evaluation energy instrument: Up to date and consolidated with the next options.
- Mutual fund vs index fingerprinting instrument (used to analyse efficiency)
- Mutual fund vs index rolling returns (lump sum and SIP)
- Ulcer index instrument (a measure of how anxious 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 web calculators accessible in our guide, You Can Be Wealthy Too with Purpose-based Investing and on the SEBI investor schooling web site. Be aware: The web editions don’t mean you can save your inputs/outputs, whereas you are able to do that with the Excel recordsdata 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
- Growing contribution calculator
- Internet price calculator
- Impression of 1% Sip calculator
- The true energy of compounding
- Value of delay calculator
- Purpose planner
- Visible aim planner
- Asset allocation
- Month-to-month funding tracker
- Retirement funding tracker
- Different objectives funding tracker
- Monetary aim planner
- Create normalized plots of any two-time sequence over any length! 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 personal Fb group for dialogue and useful resource sharing.
- Excel macros for extracting JSON recordsdata and dynamic URLs.
- Google Sheets to check 5 MF portfolios & discover overlapping shares
Be 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.
Essential Phrases and Situations:
- No refunds are attainable 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 kind or method with out prior consent.
- You might be free to change 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 newest model of Excel in Home windows. They’re unlikely to work with very outdated variations of Excel (e.g. Excel 2007). The ability question operate is important for the information extraction modules to work. This operate was constructed solely from Excel 2016 onwards. No refund will likely be offered if a number of instruments don’t work along with your Excel model.
- If the Excel file has Macros, it might 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 might 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 instrument 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 deliver 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 up to now/future) to incorporate within the investor circle is totally as much as the freefincal group.
- The instruments listed underneath “coming quickly” are underneath improvement. It is probably not attainable to offer them for numerous causes or circumstances.
Screenshot of the instruments that members can entry
Be 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 writer of freefincal. He’s an affiliate professor on the Indian Institute of Expertise, Madras. He has over ten years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him by way of Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You will be wealthy too with goal-based investing (CNBC TV18) for DIY traders. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for youths. He has additionally written seven different free e-books on numerous cash administration subjects. 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 realize your objectives no matter market circumstances! ⇐ Greater than 3,000 traders and advisors are a part of our unique group! Get readability on plan on your objectives and obtain the required corpus regardless of the market situation is!! Watch the primary lecture totally free! One-time fee! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Learn to plan on your objectives earlier than and after retirement with confidence.
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Our new guide for youths: “Chinchu Will get a Superpower!” is now accessible!
Most investor issues will be traced to an absence of knowledgeable decision-making. We made unhealthy choices and cash errors once we began incomes and spent years undoing these errors. Why ought to our kids 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 means in our kids that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Resolution 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 instructing 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 train their children proper from their younger age. The significance of cash administration and choice making based mostly on their needs and wishes. Very properly written in easy phrases. – Arun.
Purchase the guide: Chinchu will get a superpower on your youngster!
How you can revenue from content material writing: Our new e book is for these thinking about getting facet earnings by way of content material writing. It’s accessible at a 50% low cost for Rs. 500 solely!
Do you wish to test if the market is overvalued or undervalued? Use our market valuation instrument (it can work with any index!), or get the Tactical Purchase/Promote timing instrument!
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, opinions and insights on mutual funds, shares, investing, retirement and private finance developments. We achieve this with out battle of curiosity and bias. Comply with us on Google Information. Freefincal serves greater than three million readers a yr (5 million web page views) with articles based mostly solely on factual data 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 knowledge. All opinions will likely be inferences backed by verifiable, reproducible proof/knowledge. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)
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You Can Be Wealthy Too with Purpose-Primarily based Investing
Printed by CNBC TV18, this guide is supposed that will help you ask the proper questions and search the proper solutions, and because it comes with 9 on-line calculators, it’s also possible to create customized options on your life-style! Get it now.
Gamechanger: Overlook Startups, Be 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 is going to additionally assist you to journey to unique locations at a low price! Get it or present it to a younger earner.
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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)
