Can you help test a mutual fund and financial goal tracker?

Dear friend,

I have developed an automated mutual fund portfolio tracker which will enable us to track SIP and lump sum investments with minimal input. Financial goals can be assigned to fund holdings, and net returns can be calculated for the goals and the individual funds.

I had requested members of Ashals FB group, Asan Ideas for Wealth to beta test this tracker. I have been using this since this year to track all my holdings. read more

Weekend Roundup – Feb. 15th 2014

Cashless Mediclaim: A Second Person Narrative

Regular readers may recall that I described my experience with cashless mediclaim when I underwent a thymectomy last march.  A couple of Wednesdays ago my mother fell and broke her femur bone.  While mine was a planned hospitalization, this was an emergency hospitalization.

I am no stranger to emergency hospitalizations (unfortunately). This is the 5th such situation I have found myself in, in the last 8 years (plus 4 planned hospitalizations). read more

Update: Mutual Fund SIP/Lump Sum Returns Analyzer

Here is the updated version of the Mutual Fund SIP Returns Analyzer published in Oct. 2013. You can use this tool to analyze the returns from monthly SIP investments in mutual funds for investment periods ranging from one to seven years.  For comparison, SIP returns from BSE Sensex, CNX Nifty, CNX Midcap, CNX 500 and BSE Bankex obtained from Yahoo Finance is also calculated.

I earlier got the data from the NSE site. Unfortunately, the NSE server did not send the data every time, and there were often errors. So I have now switched the Excel web query to Yahoo Finance. read more

Weekend Roundup – Feb. 2nd 2014

This week I am holed up in the hospital taking care of my mother who broke her leg last Wednesday. The advantage of not having an i-pad or smart phone is that I get to sit in front of the computer only once a day for about 30 minutes or so. It gives me time to read. I am currently reading a book on portfolio management (FlipKart non-affiliate link), and this has given me many new calculator ideas. read more