List of Calculators

These are our latest tools. They are regularly updated and maintained.

  1. Robo Advisory Template This is our flagship comprehensive financial planning tool.
  2. Nifty Valuation Tool: Find out if the stock market is expensive or cheap in multiple ways
  3. Tactical Asset Allocation: A tool for tactical buying and selling using moving average
  4. Stock Portfolio XIRR calculator: Take into account all corporate actions like dividends, splits etc the right way
  5. Mutual and stock portfolio tracker.
  6. Freefincal Investor Circle: This is an exclusive space for investors, advisors, fintech employees and students to access financial planning and insurance tools, mutual fund analysis tools, coding strategies and Excel macros for data extraction.

The list of tools part of our investor circle are listed below.

  • Mutual fund analysis power tool: Updated and consolidated with the following features.
    • Mutual fund vs index fingerprinting tool (used to analyse performance)
    • Mutual fund vs index rolling returns (lump sum and SIP)
    • Ulcer index tool (a measure of how stressful the fund was to hold)
    • Mutual fund vs index rolling volatility, upside and downside capture
    • Multiple risks vs return metrics and  evaluation score
    • Plus more!
    • You can freely modify this and create various tools to suit your requirements.
  • Financial planning tools: Excel versions of the online calculators available in our book, You Can be Rich Too with Goal-based Investing and at the SEBI investor education site. Note: The online editions do not allow you to save your inputs/outputs, whereas you can do that with the Excel files and modify them at will.
    • Insurance calculator for Young earners
    • Insurance calculator for  Married earners
    • The time value for money
      • Flexible compound interest
      • Standard compound interest
      • Increasing contribution calculator
    • Net worth calculator
    • Impact of 1% Sip calculator
    • The true power of compounding
    • Cost of delay calculator
    • Goal planner
      • Visual goal planner
      • Asset allocation
    • Monthly investment tracker
      • Retirement investment tracker
      • Other goals investment tracker
    • Financial goal planner
  • Sheet for Equity LTCG taxation vs non-equity LTCH taxation comparison
  • Access to a private Facebook group for discussion and resource sharing.
  • Excel macros for extracting JSON files and dynamic URLs.
  • Google Sheets to compare five MF portfolios & find overlapping stocks

The remaining calculators are mostly legacy tools. They are not actively maintained. If the tool depends on an external data source, they are unlikely to work as most have changed over the years. User discretion is advised.

 Categories:

  1. Mutual Fund Calculators/Resources
  2. Equity/Stock Resources
  3. Goal-based Investing Calculators
  4. Investment Calculators
  5. Fixed Deposit and Recurring Deposit Calculators
  6. Debt Mutual Fund vs. Fixed Deposit Calculators
  7. Portfolio Management Calculators
  8. Loan/Debt Calculators
  9. Insurance Calculators
  10. Financial Planning Calculators
  11. Retirement Calculators

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Mutual Fund Calculators/Resources

Most of these will not work now as the mutual fund NAV download module is outdated.

Equity/Stock Resources

Fixed Deposit and Recurring Deposit Calculators

Bonds

Investment Calculators

Debt Mutual Fund vs. Fixed Deposit Calculators

Portfolio Management Calculators

Goal-based Investing Calculators

Retirement Calculators

Insurance Calculators

Financial Planning Calculators

Loan/Debt Calculators