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 multiple ways.

I have few more announcements as well

1: My first book, You Can Be Rich Too With Goal-Based  Investing is now 40% off at Amazon (Rs. 239) do get yourself one

2: Last week I gave a talk on Index investing. I will record the talk and publish it (hopefully) this weekend. So stay tuned.

3: From next week, we shall start discussing market timing or tactical asset allocation (TAA) model. So sign up for email updates if you have not.

Freefincal robo advisory template 

This will help you build an investment plan for all your future needs from start to finish. That is from how much to invest where, where to invest and how to modify the investment allocation year on year. This release is a major bug update.

Fee-only RIA Swapnil Kendhe – Vivektaru pointed out that I was taking the EPF/NPS contributions for retirement planning incorrectly. This has been corrected in the current 4th release. Existing users will have to redo steps 2 and 3.

The robo template is available as a fully functional free exe file and as a paid Excel file (Windows & Mac) where all internal settings can be modified. All existing users of the paid version have been emailed the latest update (all future updates are also free).

To explore the features of the template you can consult: Key features of the freefincal robo advisory software template

Additional features and the download link is also available here: Download the Freefincal Robo Advisory Software Template

Paid Version: Get the paid version by paying Rs. 5160. I shall send you the file after payment confirmation.

Automated Mutual Fund and Financial Goal Tracker

This is the only file I use for my investments. I wanted to build a tracker that tells me “where I am today” wrt my financial goals. A quick way to conduct a financial audit. In this age of free online trackers, this Excel file still has its users and I believe some of its features are not available elsewhere.

The usp of this sheet is that it shifts the focus from individual fund returns to portfolio returns and growth. It is entirely open-source, so you can modify it as per your wishes. You can explore more here: Features of the freefincal mutual fund and financial goal tracker

In this edition, I have updated the sheet to handle mutual fund scheme mergers and a way to plot the growth of the entire portfolio with time. So the Portfolio Growth Visualizer is now part of the tracker. Thanks to Anish Mohan for his help in this regard. Existing users will need to make these changes to the sheet

So you can now plot graphs such as the ones shown in Ten Years of Mutual Fund Investing: My Journey and lessons learned

10Y portfolio value - Download new versions: Robo advisory template + Stock analyzer + Mutual Fund TrackerNote: the index comparison and total investment are not part of the update.

I have, for now, removed the Capital Gains sheet from the tracker. Those interested can use the Mutual Fund Capital Gains Calculator. The advantage with this sheet is, you can check the potential CG of any amount that you wish to redeem today.

Download the automated mutual fund and financial goal tracker June 2018

Automated Stock Analyzer with MorningStar financials

The automated stock analysis sheet

  • pulls financials from morningstar and analyzes them
  • pulls adjusted stock price history from money control, and
  • calculates intrinsic value six different ways!

It also pulls annual (standalone/consolidated) and quarterly financials from Value Research online.

Valuation models available:

1) Price Multiple Model

2) Sustainable Growth Rate

3) Book Value Growth Rate (Buffett’s approach to valuation)

4) Discounted Cash Flow(DCF)

Want to conduct a sales-free "basics of money management" session in your office?
I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. You need to only cover my travel fare for the session.

Connect with us on social media


Do check out my books


You Can Be Rich Too with Goal-Based InvestingYou can be rich 243x300 - Download new versions: Robo advisory template + Stock analyzer + Mutual Fund Tracker

My first book is now available at a 35% discount for Rs. 258. It comes with nine online calculators.  Get it now .  The Kindle edition is only Rs. 199.

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

Cover pink - Download new versions: Robo advisory template + Stock analyzer + Mutual Fund Tracker
My second book is now only Rs 199 (Kindle Rs. 99) Get it or gift it to a young earner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step.   Get the pdf for ₹199 (instant download)

Create a "from start to finish" financial plan with this free robo advisory software template


Free Apps for your Android Phone

All calculators from our book, “You can be Rich Too” are now available on Google Play!
Install Financial Freedom App! (Google Play Store)
Install Freefincal Retirement Planner App! (Google Play Store)
Find out if you have enough to say "FU" to your employer (Google Play Store)

About Freefincal

Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.

Blog Comment Policy

Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.

8 thoughts on “Download new versions: Robo advisory template + Stock analyzer + Mutual Fund Tracker

  1. Hi Sir,
    Need your help.
    Mutual Fund Tracker June 2018 is not available. The link re-directs us to earlier version page (Dec 2017)

  2. Thanks for the updated files. There is no download link for “Automated Stock Analyzer with MorningStar financials”. Please provide one.

    Thanks.

  3. I have sold all my MF in March 2018 to move to direct MF plans and also to avoid capital gains tax in this year. However, now I am struggling to calculate long term capital gain on these. I think I need to disclose this in ITR form. How do i go about that? The sheet you provided only calculates capital gain which are yet to be redeemed. Kindly help. I have sold some MF which I was holding from 2008.

      1. Good day sir,
        The link to the “Automated Stock Analyzer with MorningStar financials” is missing above. Could you plese insert the new link.
        thanks

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