Final Up to date on October 28, 2024 at 1:40 pm
That is an up to date listing of calculators obtainable for members of the freefincal investor circle. That is an unique area for buyers, 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 knowledge extraction.
The sources can be utilized for funding evaluation, monetary planning, monetary advisory, studying, and creating customized variations. Members also can share calculators and different sources and focus on 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 beneath 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 possibly can customise them for private {and professional} use (see phrases and situations beneath).
- 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 hectic 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 possibly can freely modify this and create varied instruments to fit your necessities.
- Monetary planning instruments: Excel variations of the net calculators obtainable in our guide, You Can Be Wealthy Too with Purpose-based Investing and on the SEBI investor training web site. Word: The net editions don’t help you 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
- Commonplace compound curiosity
- Rising contribution calculator
- Internet price calculator
- Affect of 1% Sip calculator
- The true energy of compounding
- Value of delay calculator
- Purpose 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 collection over any period! Two variants can be found: (1) MF vs index and (2) Any time collection.
- 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 recordsdata and dynamic URLs.
- Google Sheets to check 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.
Essential Phrases and Situations:
- No refunds are potential beneath 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 so on.). They shouldn’t be re-distributed in any type or method with out prior consent.
- You might be 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 so on. – 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 shall be supplied 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 could not work if these web sites change their content material supply methodology. All different modules will proceed to work. You possibly can 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 carry 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 building, and so on. It’s not a spot to debate particular person investments and search public recommendation.
- The discretion of which instruments (created previously/future) to incorporate within the investor circle is completely as much as the freefincal group.
- The instruments listed beneath “coming quickly” are beneath improvement. It might not be potential to offer them for varied 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.
Do share this text with your folks utilizing the buttons beneath.
🔥Get pleasure from huge reductions on our programs, robo-advisory instrument and unique investor circle! 🔥& be part of our group of 7000+ customers!
Use our Robo-advisory Instrument for a start-to-finish monetary plan! ⇐ Greater than 2,500 buyers and advisors use this!
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!
You possibly can watch podcast episodes on the OfSpin Media Associates YouTube Channel.
🔥Now Watch Let’s Get Wealthy With Pattu தமிழில் (in Tamil)! 🔥
- Do you could have a remark in regards to the above article? Attain out to us on Twitter: @freefincal or @pattufreefincal
- Have a query? Subscribe to our e-newsletter utilizing the shape beneath.
- Hit ‘reply’ to any e-mail from us! We don’t supply customized funding recommendation. We will write an in depth article with out mentioning your title you probably have a generic query.
Be a part of 32,000+ readers and get free cash administration options delivered to your inbox! Subscribe to get posts by way of e-mail! (Hyperlink takes you to our e-mail sign-up type)
About The Writer
Dr M. Pattabiraman(PhD) is the founder, managing editor and first writer 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 improvement. Join with him by way of Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You may be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on varied cash administration subjects. He’s a patron and co-founder of “Price-only India,” an organisation selling unbiased, commission-free funding recommendation.
Our flagship course! Study to handle your portfolio like a professional to realize your targets no matter market situations! ⇐ Greater than 3,000 buyers and advisors are a part of our unique group! Get readability on find out how to plan in your targets and obtain the required corpus irrespective of the market situation is!! Watch the primary lecture without spending a dime! One-time cost! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Discover ways to plan in your targets earlier than and after retirement with confidence.
Our new course! Enhance your revenue by getting folks to pay in your expertise! ⇐ Greater than 700 salaried staff, entrepreneurs and monetary advisors are a part of our unique group! Discover ways to get folks to pay in your expertise! Whether or not you’re a skilled or small enterprise proprietor who needs extra shoppers by way of on-line visibility or a salaried individual wanting a facet revenue or passive revenue, we are going to present you find out how to obtain this by showcasing your expertise and constructing a group that trusts and pays you! (watch 1st lecture without spending a dime). One-time cost! No recurring charges! Life-long entry to movies!
Our new guide for teenagers: “Chinchu Will get a Superpower!” is now obtainable!
Most investor issues may be traced to an absence of knowledgeable decision-making. We made dangerous choices and cash errors after 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 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 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 mum or dad ought to train their children proper from their younger age. The significance of cash administration and determination making based mostly on their needs and wishes. Very properly written in easy phrases. – Arun.
Purchase the guide: Chinchu will get a superpower in your youngster!
revenue from content material writing: Our new book is for these concerned about getting facet revenue by way of content material writing. It’s obtainable at a 50% low cost for Rs. 500 solely!
Do you need to verify if the market is overvalued or undervalued? Use our market valuation instrument (it would 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, reviews, critiques and insights on mutual funds, shares, investing, retirement and private finance developments. We achieve this with out battle of curiosity and bias. Observe 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 info and detailed evaluation by its authors. All statements made shall 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 shall be inferences backed by verifiable, reproducible proof/knowledge. Contact info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)
Join with us on social media
Our publications
You Can Be Wealthy Too with Purpose-Based mostly Investing
Revealed by CNBC TV18, this guide is supposed that can assist you ask the precise questions and search the proper solutions, and because it comes with 9 on-line calculators, you may also create customized options in your life-style! Get it now.
Gamechanger: Overlook Startups, Be a part of Company & Nonetheless Stay the Wealthy Life You Need
This guide is supposed for younger earners to get their fundamentals proper from day one! It’ll additionally assist 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, price range lodging, what to do when travelling, and the way travelling slowly is best financially and psychologically, with hyperlinks to the online pages and hand-holding at each step. Get the pdf for Rs 300 (instantaneous obtain)
