Category: Robo advice

Download new versions: Robo advisory template + Stock analyzer + Mutual Fund Tracker

This is a triple update announcement. Download new versions of the  (1) freefincal robo advisory template  – this gives you a start-to-finish investment plan; (2) Automated Mutual Fund and Financial Goal Tracker – this allows you to dynamically track your mutual fund investments and associated goals; (3) Automated Stock Analyzer with MorningStar financials – value a stock in […]

Download Update: Robo advisory Template – Version 3

Readers may be aware that in September 2017, I had released a robo advisory software template to plan from start to finish for retirement (early, normal, before and after), non-recurring financial goals (child education) and recurring financial goals (Holiday, appliances etc.). Here is the 3rd version of the template. Changes made in version 3 1: […]

Update: Download Version 2 of the Freefincal Robo Advisory Software Template

This is an update to the Freefincal Robo Advisory Software Template released in Sep. 2017. The robo template is free to use and can be used to create a “start-to-finish” money management solution for all age groups. In this first update, I have now added two features: 1: Many people have insurance policies with an investment […]

Key features of the freefincal robo advisory software template

The freefincal robo advisory software template released on Sep. 7th has had an enthusiastic response from readers. Thank you for your support. As always I look forward to your feedback and feature enhancement suggestions. In this post, I discuss some of the key features of the robo template. Equity asset allocation before and after retirement Regardless […]

Download the Freefincal Robo Advisory Software Template

Download the freefincal robo advisory software template to plan from start to finish for retirement (early, normal, before and after), non-recurring financial goals (child education) and recurring financial goals (Holiday, appliances etc.). The template is presented in two versions – basic and advanced (the differences are explained below).  The template would help anyone from ages […]