List of Calculators

This is a list of all calculators available at freefincal

These are our latest tools. They are regularly updated and maintained.

  1. Robo Advisory Template This is our flagship comprehensive financial planning tool.
  2. Nifty Valuation Tool: Find out if the stock market is expensive or cheap in multiple ways
  3. Tactical Asset Allocation: A tool for tactical buying and selling using moving average
  4. Stock Portfolio XIRR calculator: Take into account all corporate actions like dividends, splits etc the right way
  5. Mutual and stock portfolio tracker.
  6. 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 list of tools part of our investor circle are listed 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

The remaining calculators are mostly legacy tools. They are not actively maintained. If the tool depends on an external data source, they are unlikely to work as most have changed over the years. User discretion is advised.

 Categories:

  1. Mutual Fund Calculators/Resources
  2. Equity/Stock Resources
  3. Goal-based Investing Calculators
  4. Investment Calculators
  5. Fixed Deposit and Recurring Deposit Calculators
  6. Debt Mutual Fund vs. Fixed Deposit Calculators
  7. Portfolio Management Calculators
  8. Loan/Debt Calculators
  9. Insurance Calculators
  10. Financial Planning Calculators
  11. Retirement Calculators

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Mutual Fund Calculators/Resources

Most of these will not work now as the mutual fund NAV download module is outdated.

Equity/Stock Resources

Fixed Deposit and Recurring Deposit Calculators

Bonds

Investment Calculators

Debt Mutual Fund vs. Fixed Deposit Calculators

Portfolio Management Calculators

Goal-based Investing Calculators

Retirement Calculators

Insurance Calculators

Financial Planning Calculators

Loan/Debt Calculators

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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(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.
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Most investor problems can be traced to a lack of informed decision-making. We 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, as well as teaching 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)
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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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