Retirement Corpus Tracker

Published: October 3, 2014 at 10:24 am

Last Updated on

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

Want to know how to reduce fear, doubt and uncertainty while investing for financial goals? Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community
  • 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.

Do share if you found this useful
Hate ads but would like to support the site? Subscribe to our ad-free newsletter and get beautifully formatted full articles delivered to your inbox!

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. We operate in a non-profit manner. All revenue is used only for expenses and for the future growth of the site. 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)

Connect with us on social media

Our Publications


You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingThis book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now. It is also available in Kindle format.
  

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a young earner

Your Ultimate Guide to Travel

Travel-Training-Kit-Cover-new

This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when traveling, how traveling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for Rs 199 (instant download) 

Free Apps for your Android Phone

Comment Policy

Your thoughts are the driving force behind our work. We welcome criticism and differing opinions.Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.

8 Comments

Leave a Reply

Your email address will not be published. Required fields are marked *