Automated Mutual Fund Performance Tracker

Free Mutual Fund Performance Tracker that is fully automated and based on Excel.  Financial goals can also be tracked and analyzed.

Would you like to

  • track the performance of your mutual fund (open-ended & closed-ended) investments with minimal inputs?
  • tag financial goals to your mutual fund holdings and track the net portfolio returns?
  • use a tracker that automatically updates financial goal calculators like retirement, child’s education etc. with your fund holdings and provide insights on current value?
  • use a tracker that helps you plan for future redemptions by taking into account lock-periods and exit loads for calculating short-term and long-term capital gains?
  • graphically track your fund holdings and goal corpuses?
  • compare the performance of your funds  with other mutual funds, index funds, ETFs?
  • monitor the history of your fund returns (CAGR)?
  • use a tracker that doubles as a fund analyser for existing holdings or for new purchases?

Interested? Read on …

History

I started investing in mutual funds on 19th June 2008 (at age 33). Just after the start of the financial crisis. I was clueless about what was happening in the world around me. I started with a small SIP in Sundaram Tax Saver ELSS fund dividend option.  I did not know what a dividend meant until I received one!

Today my monthly investments in equity mutual funds (excluding NPS) have increased by 42 times! In part because I am now comfortable with equity, and in part because I invest more than I spend.

As you can imagine, I not only have a reasonable history of continuous investing, I also have funds tagged with each of my goals.

Direct mutual funds have compounded my troubles! On Jan. 1st 2013, the number of funds I held doubled! HDFC Top 200 became HDFC Top 200 Regular plan and HDFC Top 200 Direct Plan and so on.

The reason for this was, with the exception of the Sundaram ELSSS (done through an LIC agent!! I had asked him ‘where to invest’!) I was investing directly with the AMC! I was going direct (unknowingly!) before trail commission-free direct plans were introduced.

The point is that I found it very difficult to manage my folio. To this day I keep trimming down the folio: Gradually exiting my ELSS SIP (big mistake!), switching regular plans to direct ones gradually.

Up to the middle of 2012, I was using the tracker from Moneysights. Which was quite good. When it shut down, I moved to Moneycontrol, tried the older version of VROnline, tried the free version of Perfios, unsuccessfully tried to install MProfit (it was not free then).

InitiallyI did not know how to even enter a transaction and would often get it wrong. It took a while until I figured it out in MoneyControl. Somehow, I was unhappy with the all trackers I used and always wanted to build one for myself.

Since I didn’t know how to do this, I settled down with Moneycontrol, painfully revamping my folio after direct plans came up.

After the blog  came up, I started receiving requests for making one. After some prodding by Mr. Vijay Hegde, I published a manual tracker.  It is ‘manual’ in the sense that one will have to enter the NAV/price corresponding to the date of purchase.

It was an instant hit! I then realised that though there were so many online options available there is a strong demand for Excel based personalised tracking.

Data entry is a pain with online trackers.  You will need to enter the NAV/price or use a ‘get price’ button for many of them.  Correcting and deleting entries was also a pain.

I wanted to make this simpler. With time, I had a decent idea of what a mutual fund and financial goal tracker should be.

I started work on this in Dec. 2013 soon after I finished the integrated financial plan creator. The tracker has gone through 17 versions and 3 rounds of beta testing by readers. I will acknowledge their individual contributions in a subsequent post.

Some of them simply tore apart the tracker and exposed huge errors. I almost gave up the project twice.  Thankfully I have been able to keep it together and find a way out. All the errors pointed out have been weeded out and all requests for additional features fulfilled.

I am indebted to all beta testers for their time, effort, and inclination.

I herewith release the ‘final’ version in the hope that others will find it useful.  I will be delighted if it encourages goal-based investing.

What is it and what can it do? 

  • The tool enables you to track your mutual fund holdings with minimum user inputs (date and amount of purchase).
  • You can handle a maximum of 125 mutual funds and 10 different financial goals or portfolios.
  • The account statement of each fund holding will be auto-generated and auto-updated at the click of a button.
  • By entering all transactions made wrt a goal, the net portfolio returns of a goal will be calculated.  To get an accurate picture, past holdings will need to be entered.
  • The goal corpus value will be auto-fed to goal planning tools to get insights on the progress of the goal.
  • This is especially useful for retirement, as it will tell you the level of your financial freedom automatically.
  • Two or more mutual funds can be combined to calculate net returns. This will give an idea of the top performers or underperformers.
  • Capital gains associated with future redemptions and  fund switches can be evaluated by taking into account exit loads and lock in periods
  • The evolution of the fund value, investments, and the goal corpus can be graphically evaluated.
  • The CAGR of all holdings is recorded for future reference.
  • The performance of fund holdings can be compared with any other mutual fund (preferably an index fund or ETF) for the same transactions.
  • Closed-ended mutual funds like FMPs can also be tracked.
  • Since it is open-source it can modified as per convenience.

Here are a couple of screenshots of the fund read me and analysis sheets

Mutual Fund Portfolio Tracker

This is the read me  sheet of the tracker

Excel Mutual Fund Portfolio Tracker

The evolution of Mutual fund holdings and goal corpuses can be graphically evaluated in this sheet.

 

Why should I use it when there are so many online trackers available?

  • Well, you do not have to!  I am not selling a product, I see no reason to bend over backwards to convince you.
  • Offline Excel tracking is a choice, just like online trackers. Like everything else in life, there are pros and cons in both.
  • I have used the tracker for the past three months and I have had some great, insights into my goals. Insights that I did not get or perhaps didn’t/won’t bother to look for in the online versions. As a user I am quite satisfied and have stopped updating my moneycontrol account. All my holdings are tracked via this template now – skin in the game!

Since I am not a salesman let us gain some perspective by discussing pros and cons of offline  vs. online tracking.

Offline tracking That is, using a software installed in your computer with automated NAV retrieval from a web server.

This allows fast data entry with no ads, no cookies and can in one sense offer a sense of security and privacy. You can freely modify the file in open source versions like mine to suit your requirements (add more features or delete unwanted ones) and make notes for your spouse or partner to follow.

The biggest plus is heightened cognition.  That is you will need to click a button to

  • create account statements
  • update latest value
  • get CAGR
  • get portfolio cagr
  • calculate capital gains
  • plot graphs

You will need to click buttons in online versions too. Howeversometimes too much information is auto-generated. Most users do not appreciate or understand what these numbers mean.

The experience of using Excel Macros is far more enjoyable and more importantly it will make you realize the implications of your actions. It will make you understand how the process works. Just for this feature alone, my vote is for offline tracking.

I feel more in control of my financial goals after using this tracker.

For those want to DIY and looking for a tool that can instill a sense of control and discipline, I will strongly recommend this one at the cost of blowing my own trumpet.

Offline tracking has some cons too. It is slower. When you calculate CAGR it (mine) will take about 10-20 seconds to complete for each fund. This is not a terrible loss of your time and personally, I do not mind too much.

Today the minimum RAM size seems to be about 1 GB. If you have higher RAM, execution will be faster.

Lack of a professional interface.  Things will not look smooth and shiny and inviting to use in an offline version. I am a code writer and not a designer.  I have kept the interface as simple as I can.

All you need to do is to follow the numbered steps. It will take about 10 mins to get used to. Once you do, there is a good chance that you will be hooked.

Perhaps the biggest minus is the lack of additional insights. When I am in Moneycontrol or VRonline I can check market cap of my portfolio and gain insights on the nature of the holdings.  That is not possible in this tracker.

For an investor who has chosen funds with a method in mind, it should not matter much. Others can always use my hugely popular Equity Mutual Fund Portfolio Comparison Tool!

If you are someone who crashes a computer every 6 months, then use an online tracker! If you are someone who is in love with mobile apps, use online trackers.

Fail to see the point of tracking funds on a mobile though. I would like to sit before a device and work with it in peace.

If you hate ads/cookies and love the idea of keeping your holdings in your computer, love the idea of goal-based investing try out this tracker. Do take a backup from time to time!

If you hold just a few mutual funds and intend to keep it that way, this tool would suit you perfectly.

I would like to believe this tracker has at least a couple of features not present in the online versions.  I will leave it to you explore and find them out!

Latest Version

Download the automated mutual fund and financial tracker Dec 19th, 2017 Changed AMFI daily NAV update url, thanks to Anish Mohan. Existing users MUST follow instructions here for getting NAV updates.

Download the automated mutual fund and financial tracker Oct 10th 2017  Changed the way dividends are factored in XIRR calculation.

Download the automated mutual fund and financial tracker Aug 15th 2017 Thanks to Raghu Gopalan for spotting a bug.

Download the automated mutual fund and financial tracker (Apr. 10 2016)

Download the automated mutual fund and financial tracker (Oct. 15 2014)

Thanks to JD for pointing our a bug in the goal analysis sheet.  As it is a minor bug existing users need not upgrade. Send me an email if you wish to incorporate this change in your present version.

Download the automated mutual fund and financial tracker (Aug. 23 2014)

Thanks to Shaleen for pointing out a minor bug in the ‘summary’ sheet that pops up if you hold only one fund.

Thanks to Vishal Jain for pointing out an error in the ‘goals analysis’ sheet.

An erratic bug in inputs sheet corrected thanks to Swapnil Kendhe.

Previous Versions (maintained for record keeping only)

Download the automated mutual fund and financial goal tracker (Apr 27 2014) 

Minor bug corrected in the account statement generator sheet.

Errors pointed out by Mr. Deepak Rao in CAGR calculation of dividends have been rectified. Read the related post: How to calculate returns from Dividend Mutual Funds?

 

Requirements: Excel 2007 or above; Macros should be enabled; Active internet connection. 

  1. Spend a few minutes observing the inputs required
  2. Do not use this sheet without an account statement in hand.
  3. Use a since-inception account statement to ensure fund returns and net portfolio returns are accurate
  4. If you encounter error messages, check the transaction dates
  5. If the dates are correct, check the actual price. If you get the dates and prices right, there is little chance of encountering errors (I hope!).
  6. I have done the best I can to remove all bugs. If you find any, do let me asap and I will correct it and post updates.
  7. The tracker calculated CAGR using XIRR. For holdings less than a year old, the return may appear too large or too small. So take the results seriously only for holdings over one year old.

Support: If you have any issues, please send me an email: freefincal [AT] gmail.com

I will do my best to sort your problems.

Happy Tracking!

I will be delighted if you could let me know if found the tracker useful. I will follow up this post with a couple of other posts on how to use this tracker.

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167 thoughts on “Automated Mutual Fund Performance Tracker

  1. Sirjee…. will download it right away….Currently I am using VR… i will try this and let you know the outcome
    Thank you….

  2. Sirjee…. will download it right away….Currently I am using VR… i will try this and let you know the outcome
    Thank you….

    1. No Si. The loss is all mine. I tried to convert it to 2003 version. Some formulae are a little too complex to convert. If you can get hold of Excel 2007, you can install it along with 2003 and run both. It will be a great favor to me if you could do that.

    1. No Si. The loss is all mine. I tried to convert it to 2003 version. Some formulae are a little too complex to convert. If you can get hold of Excel 2007, you can install it along with 2003 and run both. It will be a great favor to me if you could do that.

  3. Dear Pattu,

    You are embarrassing me-you are showering riches on me and then saying that you will be favoured if I were to partake of it.

    Thanks for your good heart.Certainly I will try to instal Excel 2007-as a gift to myself.

  4. Dear Pattu,

    You are embarrassing me-you are showering riches on me and then saying that you will be favoured if I were to partake of it.

    Thanks for your good heart.Certainly I will try to instal Excel 2007-as a gift to myself.

  5. Hello sir
    I have broadband connection. But in the first step aftr writing icici pru the list doesn’t populate even aftr long waiting. Second thing i have excel 2007 still why compatibility mode is shown on the ribbon. This is my first ever query to you. U r doing a very good job for us all.
    Thanks
    ashish (Rajkot)

    1. Hi Ashish, The compatibility mode should not be shown. try to save as .xlsx file and try again.

      ICICI Pru should work. i just tried it out.

  6. Hello sir
    I have broadband connection. But in the first step aftr writing icici pru the list doesn’t populate even aftr long waiting. Second thing i have excel 2007 still why compatibility mode is shown on the ribbon. This is my first ever query to you. U r doing a very good job for us all.
    Thanks
    ashish (Rajkot)

    1. Hi Ashish, The compatibility mode should not be shown. try to save as .xlsx file and try again.

      ICICI Pru should work. i just tried it out.

  7. Sh. Pattu,

    I have been playing with this tool from yesterday..
    Using the features of goal track, comparing the performance of each my funds with the other funds etc etc.. the outcome is that I just deleted my MF portfolio from Money control and morning star websites.

    Let me say this has come out extremely better than the beta version i tested..

    Thanks for making mutual fund tracking easier and simple.

    1. omg! Thank you for such a tremendous show of confidence in the tracker. I am thrilled to read this. Perhaps deleting your online accounts is a bit extreme. The tracking entirely depends on the AMFI data. Sometimes the data is not available and this can be a problem. For example just before I saw your comment I realised HDFC Mid Cap Oppur NAV history is not fully available. In Such cases the NAV will need to be manually entered.

  8. Sh. Pattu,

    I have been playing with this tool from yesterday..
    Using the features of goal track, comparing the performance of each my funds with the other funds etc etc.. the outcome is that I just deleted my MF portfolio from Money control and morning star websites.

    Let me say this has come out extremely better than the beta version i tested..

    Thanks for making mutual fund tracking easier and simple.

    1. omg! Thank you for such a tremendous show of confidence in the tracker. I am thrilled to read this. Perhaps deleting your online accounts is a bit extreme. The tracking entirely depends on the AMFI data. Sometimes the data is not available and this can be a problem. For example just before I saw your comment I realised HDFC Mid Cap Oppur NAV history is not fully available. In Such cases the NAV will need to be manually entered.

  9. I could repose so much faith only because i have about 6 MF’s to track and adding 3 more by this month end.. 🙂 So physically verifying / cross checking them is not going be a challenge.
    I have not deleted the accounts as i need them to track my equity. I just deleted MF portfolio.
    I am facing a little problem on Reliance ELSS, will send a separate mail on that.
    Regards

  10. I could repose so much faith only because i have about 6 MF’s to track and adding 3 more by this month end.. 🙂 So physically verifying / cross checking them is not going be a challenge.
    I have not deleted the accounts as i need them to track my equity. I just deleted MF portfolio.
    I am facing a little problem on Reliance ELSS, will send a separate mail on that.
    Regards

  11. Hello Pattu,

    The excel was magnificient. I need not go to online portal for MF tracking….. However, the problem is i still have to go to online portals to check for equity folio. In any of your future releases, you may think to add another sheet or different excel and package it in a zip. In this new sheet, we just have to add the name of the stock, puchase date, selling date, total brockerages, quantity and it would give us a CAGR or Absolute returns.
    We need not get any real time data as we know at what price we sold it. In this case too, we would need to go to online portals but that would be just to see the current price, so that should not be an issue.
    What say?

    1. Thanks Viren. I am working on an Excel model for stocks. Perhaps someone else has already done this. I found a google docs template but I cant see to remember where.

  12. Hello Pattu,

    The excel was magnificient. I need not go to online portal for MF tracking….. However, the problem is i still have to go to online portals to check for equity folio. In any of your future releases, you may think to add another sheet or different excel and package it in a zip. In this new sheet, we just have to add the name of the stock, puchase date, selling date, total brockerages, quantity and it would give us a CAGR or Absolute returns.
    We need not get any real time data as we know at what price we sold it. In this case too, we would need to go to online portals but that would be just to see the current price, so that should not be an issue.
    What say?

    1. Thanks Viren. I am working on an Excel model for stocks. Perhaps someone else has already done this. I found a google docs template but I cant see to remember where.

  13. Yes, Ashal. Agreed. I was just saying that if Pattu can add another sheet just to maintain list of stocks bought and sold, I have to visit online sites just to see the price and not to check my folio 🙂 ..

  14. Yes, Ashal. Agreed. I was just saying that if Pattu can add another sheet just to maintain list of stocks bought and sold, I have to visit online sites just to see the price and not to check my folio 🙂 ..

  15. I downloaded the File.I have invested in SBI Pharma-Direct-Growth scheme and wanted to monitor the transactions.
    Entered SBI Pharma in the Input field.Nothing happened.Any solution please?

    1. Sir, some names are listed differently in AMFI. Please do the following:
      Type: SBI MSFU
      and then choose SBI MSFU PHARMA funds from the drop down list.
      Thank you.

  16. I downloaded the File.I have invested in SBI Pharma-Direct-Growth scheme and wanted to monitor the transactions.
    Entered SBI Pharma in the Input field.Nothing happened.Any solution please?

    1. Sir, some names are listed differently in AMFI. Please do the following:
      Type: SBI MSFU
      and then choose SBI MSFU PHARMA funds from the drop down list.
      Thank you.

    1. I just checked it, and it is listed.
      Against “Type the first few letters of the MF scheme you need here”, please type “SBI MSFU”
      Wait for a moment and then click the green cell next to “Then select the scheme you need from this drop-down list”
      You will be able to see the small downward arrow.
      Click on it and scroll down to the bottom to select the fund.

      1. Good,Pattu.It works!!!!Thank you.Congrats on a great job done.
        I will try with other funds I have invested and let you know.
        This is a summary of all transactions.Is there any provision to know each transaction detail?

    1. I just checked it, and it is listed.
      Against “Type the first few letters of the MF scheme you need here”, please type “SBI MSFU”
      Wait for a moment and then click the green cell next to “Then select the scheme you need from this drop-down list”
      You will be able to see the small downward arrow.
      Click on it and scroll down to the bottom to select the fund.

      1. Good,Pattu.It works!!!!Thank you.Congrats on a great job done.
        I will try with other funds I have invested and let you know.
        This is a summary of all transactions.Is there any provision to know each transaction detail?

        1. Thank you sir. Each fund will have its own sheet. On the bottom left you will see arrows pointing left and right. If you click the right arrow the sheets will scroll from right to left. You can see the fund account statement sheet.

      1. Ashish, I just checked it with ICICI and it works. Sometimes the list may not populate. Just retype and hit enter. It should work. You should briefly see “processing” message at the bottom right of the Excel screen after you hit enter. Please let me know how it went.

  17. Pattu,

    You and ashal are my inspiration (.in streamlining my own family finance.Then and there by your guidance I am able to learn many things )

    I have used many calculators in your portal and suggested to many of my colleagues also.

    I learnt a lot mathematically from your excel sheets. (I would like to meet for my stock investing learning !! During our last discussion you are saying that you are learning abt markets and stock investing ! Will Drop a mail for you separately for this)

    1. Went to Purchase Direct mode(This move is because of you and our forum members). all Mutual Funds. (Tracking was an issue. But I was satisfied with VR). Now i will take up the testing of your excel sheet.

    2. Streamlined My own finance towards goal based investing.

    Still Working on the Father s Retirement Planning and Working on clearly maintaining the Documents.

    query:

    1. How do you maintain your annual Investments documents apart from having online ?

    Will test it Rigorously and wishing you all the Success and will try to give this link to as many people as i can.

    Thanks

    Vignesh

  18. Pattu,

    You and ashal are my inspiration (.in streamlining my own family finance.Then and there by your guidance I am able to learn many things )

    I have used many calculators in your portal and suggested to many of my colleagues also.

    I learnt a lot mathematically from your excel sheets. (I would like to meet for my stock investing learning !! During our last discussion you are saying that you are learning abt markets and stock investing ! Will Drop a mail for you separately for this)

    1. Went to Purchase Direct mode(This move is because of you and our forum members). all Mutual Funds. (Tracking was an issue. But I was satisfied with VR). Now i will take up the testing of your excel sheet.

    2. Streamlined My own finance towards goal based investing.

    Still Working on the Father s Retirement Planning and Working on clearly maintaining the Documents.

    query:

    1. How do you maintain your annual Investments documents apart from having online ?

    Will test it Rigorously and wishing you all the Success and will try to give this link to as many people as i can.

    Thanks

    Vignesh

    1. Thank you very much for your kinds words of support and encouragement, dear Vignesh. Yes I am learning about stocks but I haven’t progressed much. I have all folio numbers written in a notebook and all bank passbooks, PPF, post office accounts of my mother etc.
      I use a password manager. It has a security password. I used the one my wife uses so that she will remember it if i am not able to open the accounts for some reason.

  19. hi Pattu
    just downloaded your xls and had a quick look . By any chance do you support import of mutual fund transactions from cams report and does this support capital gains calculation based on transactions for income tax purposes ?

    any suggestions from you or the experienced folks in this portal for other softwares which can help here if pattu’s tool does not support this ?

    Thanks for a great job . your portal is my first site for personal finance reading .

    Thanks
    Shankar

    1. Hi Shankar. Thank you. If you have your excel from CAMs you can easily cut and paste to the tracker. Open a new entry sheet from the Lump sum input sheet, copy paste the dates column and amounts column separately. Mention the type of transaction.
      For redemptions NAV/price is mandatory for others the tracker will do it for you.

      I have a capital gains sheet. It will give the capital gains corresponding to a proposed redemption and not for those in the past.

  20. Sorry to bother you.
    I have invested in SBI Pharma both in SIP mode as well as a few lumpsom additional purchase.
    Under one Fund name can I have the result or should I have two fund names one to track only the SIP instalments and the other to track Additional random purchases?If so how to enter the transactions pertaining to additional purchases?

    1. No bother at all. There are two ways to do this.
      1) Integrate all transactions into one record. First create the SIP record. Then in the summary page, select the fund and update holdings. Choose to enter new transactions. Here you can enter all lump sum transactions, redemptions, dividends etc.

      2)Keep the SIP and Lumpsum separate for monitoring purposes. SIP record is created via inputs sheet and lump sum transactions via the lump sum input sheet.

  21. Hi Pattu, Not able to view SBI Emerging Businesses Fund (G) in the Input sheet list after selecting SBI in cell E2.

    Regards
    Parsh

    1. Hi, This is the listed name of the fund: SBI MSFU EMERGING BUSINESSES FUND
      So simply type SBI and scroll down the list until you get this.

      1. Thanks . Really good site with all information on calculators :). I will likely end up troubling you with more queries in future :).

  22. Hi Pattu,

    I am getting the error about accessing NAV data. My net connection is fine (I am accessing this site with the same connection). Any idea what the problem might be?

    Thanks,
    Deepak

    1. Hi Deepak, just checked the recent version again. It seems to be working fine but a bit on the slower side. Perhaps a problem with AMFI server. Kindly check again. Else send me the file and I will have a look. However, another user sent his file but it worked fine in my comp!

      1. Hi Pattu,
        Thanks for the quick response! I checked the code as well. When I reconstructed the URL (from debugger) it works fine in my browser. However, in macro code, it immediately jumps to the error message. Not sure what the problem is. I am not familiar with accessing of internet data through macros. Do I have to enable some Excel add-in?
        Regards,
        Deepak

        1. No you dont have to enable an add-ins. In the VBA code, kindly comment out the error message and run it again. You will not be able to find out the exact error. Kindly send me a screenshot or the file itself.

  23. I have been trying to use the tracker after downloading the whole of today. But not successful. As after feeding the MF scheme name the drop down list does not appear. Plz advise.