Join the freefincal investor circle for exclusive benefits!

Published: January 13, 2023 at 6:00 am

Last Updated on September 14, 2023 at 5:11 pm

We are happy to announce the launch 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 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: 14!

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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
  • 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

Coming soon:

  • Tools for comparing the rolling returns of multiple funds or indices
  • A simple Google sheets script for implementing Goal Seek without the limitation of add-ons. This is used in our Robo Advisory Google Sheets edition.
  • Updated comprehensive stock analysis spreadsheet.

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:

  1. No refunds are possible under any circumstance.
  2. Membership is only for individuals and should not be shared.
  3. 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.
  4. You are free to modify the tools at will for the above purposes.
  5. 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:
  6. The tools have been created with the latest version of Excel. 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 is built in only from Excel 2016 onwards. An add-in is available for Excel 2013 and Excel 2010 but is no longer updated by Microsoft. A  No refund will be provided if one or more tools do not work with your Excel version.
  7. 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.
  8. 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.
  9. The freefincal investor circle discussion forum is a place to discuss analysis methods, construction of calculators etc. It is not a place to discuss individual investments and seek public advice.
  10. The discretion of which tools (created in the past/future) to include in the investor circle is entirely up to the freefincal team.
  11. The tools listed under “coming soon” are under development. For various reasons or circumstances, it may not be possible to provide them in future.

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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About The Author

Pattabiraman editor freefincalDr 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 or 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 3000 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 what 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!
Both boy and girl version covers of Chinchu gets a superpower
Both boy and girl version covers of Chinchu gets a superpower.
Most investor problems can be traced to a lack of informed decision-making. We have all made bad decisions and money mistakes when we started earning and spent years undoing these mistakes. Why should our children go through the same pain? What is this book about? As parents, what would it be if we had to groom one ability in our children that is key not only to money management and investing but to any aspect of life? My answer: Sound Decision Making. So in this book, we meet Chinchu, who is about to turn 10. What he wants for his birthday and how his parents plan for it and teach him several key ideas of decision-making and money management is the narrative. What readers say!
Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Feedback from a young reader after reading Chinchu gets a Superpower!
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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About freefincal & it's 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

You can be rich too with goal based investingPublished 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 Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at a low cost! Get it or gift it to a young earner.

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