These are our latest tools. They are regularly updated and maintained.
- Robo Advisory Template This is our flagship comprehensive financial planning tool.
- Nifty Valuation Tool: Find out if the stock market is expensive or cheap in multiple ways
- Tactical Asset Allocation: A tool for tactical buying and selling using moving average
- Stock Portfolio XIRR calculator: Take into account all corporate actions like dividends, splits etc the right way
- Mutual and stock portfolio tracker.
- 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:
- Mutual Fund Calculators/Resources
- Equity/Stock Resources
- Goal-based Investing Calculators
- Investment Calculators
- Fixed Deposit and Recurring Deposit Calculators
- Debt Mutual Fund vs. Fixed Deposit Calculators
- Portfolio Management Calculators
- Loan/Debt Calculators
- Insurance Calculators
- Financial Planning Calculators
- 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.
- How to select mutual fund categories suitable for your financial goals?
- Step-by-step Guide to Choosing a Mutual Fund
- Mutual Fund SIP Returns Analyzer
- Mutual Fund Capital Gains Calculator
- Mutual Fund Rolling Returns Calculator
- Equity Mutual Fund Portfolio Comparison Tool
- Rolling Returns Calculator
- Direct vs. Regular MF-Returns Comparison
- Daily vs. Monthly vs. Quarterly SIP
- Mutual Fund SIP Returns
- SIP vs. VIP Comparator
- SIP vs. VIP Comparator – FundsIndia Report
- MF Expense Ratio Calculator
- DIY Mutual Fund Analysis
- Generating Mutual Fund SIP Account Statements and Calculating Returns With NAV History
- Excel Mutual Fund NAV History Downloader
- Mutual Fund NAV History Downloader: AMFI and Yahoo Finance
- Equity Mutual Fund Analyzer -Lite
Equity/Stock Resources
Fixed Deposit and Recurring Deposit Calculators
- Three FD calculators: (1) tenure in months; (2) tenure in years; (3) Income clubbing
- Variable RD Calculator
- Comprehensive Recurring Deposit Calculator
- Recurring Deposit Calculator: Annualized Yield
- Fixed Deposits: Annual Yield vs. Annual Interest
Bonds
Investment Calculators
- Chit Fund Returns Calculator
- Real Estate Returns Calculator
- XIRR Returns Calculator
- Excel IRR and XIRR: Spot bugs and understand errors with this cash flow returns analyser
- Recurring Financial Goals Calculator
Debt Mutual Fund vs. Fixed Deposit Calculators
- Debt Fund vs. FD –Volatility Simulator
- Debt Fund vs. FD. –Post-tax Returns
- Debt Fund vs. FD Comparator -I
Portfolio Management Calculators
- Portfolio Rebalancing –Volatility Simulator
- The What, Why, How and When of Portfolio Rebalancing With Calculators to Boot
- Permanent Portfolio Illustration
- Portfolio Rebalancer Version I
- Portfolio rebalancing simulator version I
Goal-based Investing Calculators
Retirement Calculators
- Retirement Portfolio Review
- Retirement Bucket Strategy Simulator
- Retirement Withdrawal Rate Calculator
- Early Retirement Extreme Calculator
- Monte Carlo Retirement Calculator
- Flexible Compound Interest Calculator
Insurance Calculators
- Insurance Policy Paid-up and Surrender Value Calculator
- Insurance Calculator For the Young & Salaried
- Comprehensive Insurance Calculator
- Term Life Insurance Ladder Calculators
Financial Planning Calculators
- Comprehensive Child Planner
- The cost of a chronic illness
- Monthly Financial Tracker
- Financial Freedom Calculator
- Financial Health Check – Standard Version
Loan/Debt Calculators
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We publish monthly mutual fund screeners and momentum, low-volatility stock screeners.
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