Retirement Corpus Tracker

/ M. Pattabiraman / 8 Comments

Published: October 3, 2014 at 10:24 am

Photo of M Pattabiraman, founder, editor and primary author of freefincal.com By M. Pattabiraman   

Track the monthly growth of your retirement corpus with this Excel sheet.  This is a combination of the low-stress retirement calculator and the visual SIP tracker.

On popular demand, I have now included the possibility to track the growth of real estate (or any other) investment.

The user will have to first use the retirement calculator. The inputs of this sheet are used for tracking the corpus each month.

The monthly investment made in

  1. equity (stocks or mf)
  2. taxable debt
  3. tax-free debt
  4. any other instrument

should be entered by the user along with the total actual value of the instrument.  

The progress of the each instrument can be tracked in the same sheet. The total investment can also be graphically tracked.

How to use

  • This is meant only for disciplined investors.
  • Use it once a month, preferably the month end.
  • Enter the investments and value of the instruments and track them.
  • Even if the instrument grows at exactly the same rate at which you expect it, there will be a small difference between the actual and expected value. This can be safely ignored.
  • An experimental feature, how long would my corpus last? has been included.  Please let me know if this gives meaningful numbers.

Screenshot of the input sheet (click to enlarge)

retirement-tracker-1

Screenshot of the corpus growth graph

retirement-tracker-2

Have used some dummy numbers to generate this. Your graph with real numbers will look way better!

Download the retirement corpus tracker 

Have included some dummy data. Please delete before use.

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About the Author Pattabiraman editor freefincalM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Twitter or Linkedin Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management. He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice. He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com
About freefincal & its content policy Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. Follow us on Google News Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any kind of paid articles, promotions or PR, satire or opinions without data. All opinions presented will only 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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