Last Updated on April 14, 2024 at 7:49 pm
Track the monthly growth of your retirement corpus with this Excel sheet.
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
- equity (stocks or mf)
- taxable debt
- tax-free debt
- any other instrument
should be entered by the user along with the total actual value of the instrument.
🔥Secure your future with our Robo-advisory tool trusted by over 3,500 investors and advisors. From effortless retirement planning to funding your children’s biggest dreams, turn your financial goals into reality. 🔥
Subscribe for money management solutions via email! (Link takes you to our email sign-up form) Join 32,000+ readers in our community.
👉 New Tool Alert! NaviPlan: A Privacy-Focused Multi-asset Tracker and Goal Planner 👈
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.
Note: This tool has been modified into this: Review your goal-based investment portfolio with this auditing tool