Here is a short video of how I track my financial goals – progress to early retirement and my son’s education. I have also linked two add-ons – a PPF tracker and advanced retirement calculator that can be inserted into the freefincal automated mutual fund and financial goal tracker.
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I prefer Excel to other services because I can incorporate features as I like and most services do not have these. Most DIY investors with basic Excel skill can pull this off. And in any case, one can use online portfolio trackers and simply enter current portfolio values into the add-ons linked below to get same insights.
Have a look at the video first. All relevant links are below.
The features of the portfolio tracker are described with screenshots here: Features of the freefincal mutual fund and financial goal tracker.
Existing users can insert these two add-ons as mentioned in the video. Note: these add-ons can also be used on a stand-alone basis- just insert the value your portfolio in appropriate places and you are good to go.
This is the new version of the automated tracker with the add-ons inserted. This is for new users: Automated mutual fund and financial goal tracker – June 2017
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And I will respond to them next weekend. I welcome tough questions. Please do not ask for investment advice. Before asking, please search the site if the issue has already been discussed. Thank you.
You Can Be Rich Too With Goal Based Investing is now 30% OFF at Amazon (hardcover ₹ 278) and at Flipkart. The Kindle edition(you can use the free app to read it). is available for only ₹90.74. The Google Play Store edition (read on PC/Tab/mobile) is also available for the same price. Grab them before the offer ends!
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