Retirement Corpus Tracker

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 8 Comments

Published: October 3, 2014 at 10:24 am

Last Updated on March 25, 2016

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

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    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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      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 nine 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.
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