Last Updated on October 28, 2024 at 1:40 pm
This is an updated list of calculators available for members of the freefincal investor circle. This is an exclusive space for investors, advisors, fintech employees and students to access financial planning and insurance tools, mutual fund and stock analysis tools, coding strategies and Excel macros for data extraction.
The resources can be used for investment analysis, financial planning, financial advisory, learning, and creating custom versions. Members can also share calculators and other resources and discuss ideas or issues in a private Facebook group.
Membership benefits: You get lifetime access (including bug fixes) to the following Excel or Google Sheets tools – see the video below for screenshots.
Total tool count: 23 files/links in the folder! Updated Nov 2024. Members will get access to all future releases!
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All tools are open-source. No hidden cells, formulae or macros. You can customise them for personal and professional use (see terms and conditions 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
- Create normalized plots of any two-time series over any duration! Two variants are available: (1) MF vs index and (2) Any time series.
- Stock Analysis using Earnings Power Valuation Model.
- 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
Join the investor circle! Enjoy a 50% discount for a limited time and pay only Rs. 3000 with discount code circle50. You can get lifetime access to the above tools, discussion forums, and bug fixes.
Important Terms and Conditions:
- No refunds are possible under any circumstance.
- Membership is only for individuals and should not be shared.
- The above tools can be used for personal or professional purposes (e.g. advisory, report preparation, etc.). They should not be re-distributed in any form or manner without prior consent.
- You are free to modify the tools at will for the above purposes.
- Suppose the results from these tools are used in any form of content accessible to the public – articles, videos, social media posts, etc. – the appropriate credit should be given to the source: freefincal.com.
- The tools were created using the latest version of Excel in Windows. They are unlikely to work with very old versions of Excel (e.g. Excel 2007). The power query function is necessary for the data extraction modules to work. This function was built only from Excel 2016 onwards. No refund will be provided if one or more tools do not work with your Excel version.
- If the Excel file has Macros, it may not work for Mac in Excel.
- The functioning of the data extraction modules (standalone or bundled in) depends on the availability of external websites, which is beyond our control. These modules may no longer work if these websites change their content delivery method. All other modules will continue to work. You can still use the tool by getting the data manually.
- While the tools have been extensively tested for errors, we cannot guarantee they are free of them. If members bring any errors to our attention, they will be addressed immediately.
- The freefincal investor circle discussion forum is a place to discuss analysis methods, calculator construction, etc. It is not a place to discuss individual investments and seek public advice.
- The discretion of which tools (created in the past/future) to include in the investor circle is entirely up to the freefincal team.
- The tools listed under “coming soon” are under development. It may not be possible to provide them for various reasons or circumstances.
Screenshot of the tools that members can access
Join the investor circle!
Enjoy a 50% discount for a limited time and pay only Rs. 3000 with discount code circle50. You can get lifetime access to the above tools, discussion forums, and bug fixes.
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Track your mutual funds and stock investments with this Google Sheet!
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About The Author
Dr M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over ten years of experience publishing news analysis, research and financial product development. Connect with him via Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation promoting unbiased, commission-free investment advice.Our flagship course! Learn to manage your portfolio like a pro to achieve your goals regardless of market conditions! ⇐ More than 3,000 investors and advisors are part of our exclusive community! Get clarity on how to plan for your goals and achieve the necessary corpus no matter the market condition is!! Watch the first lecture for free! One-time payment! No recurring fees! Life-long access to videos! Reduce fear, uncertainty and doubt while investing! Learn how to plan for your goals before and after retirement with confidence.
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Our new book for kids: “Chinchu Gets a Superpower!” is now available!
Must-read book even for adults! This is something that every parent should teach their kids right from their young age. The importance of money management and decision making based on their wants and needs. Very nicely written in simple terms. - Arun.Buy the book: Chinchu gets a superpower for your child!
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Do you want to check if the market is overvalued or undervalued? Use our market valuation tool (it will work with any index!), or get the Tactical Buy/Sell timing tool!
We publish monthly mutual fund screeners and momentum, low-volatility stock screeners.
About freefincal & its content policy. Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on mutual funds, stocks, investing, retirement and personal finance developments. We do so without conflict of interest and bias. Follow us on Google News. Freefincal serves more than three million readers a year (5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified with credible and knowledgeable sources before publication. Freefincal does not publish paid articles, promotions, PR, satire or opinions without data. All opinions will be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
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You Can Be Rich Too with Goal-Based Investing
Published by CNBC TV18, this book is meant to help you ask the right questions and seek the correct answers, and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now.Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want
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