Wednesday, April 27, 2022
HomeMutual FundA brand new software to match 5 MF portfolios & discover overlapping...

A brand new software to match 5 MF portfolios & discover overlapping shares


The freefincal mutual fund portfolio overlap software (first printed July 2017 and up to date Could 2019) is now totally up to date to work blazing quick on Google Sheets. The options of the software are listed under.

The software is straightforward to make use of. All you’ll want to do is select fund names and the outcomes might be up to date inside a couple of seconds.

If any fund is lacking (say an NFO launched after the publication of this software), you may simply add its data following the directions on the notes web page.

That is the abstract of outcomes.

One fund vs one other (10 mixtures) screenshot.

Bond credit standing allocation web page.

Discover the location! Search amongst our 2000+ articles for data and perception!

About The Writer

Pattabiraman editor freefincalDr M. Pattabiraman(PhD) is the founder, managing editor and first creator of freefincal. He’s an affiliate professor on the Indian Institute of Know-how, Madras. He has over 9 years of expertise publishing information evaluation, analysis and monetary product growth. Join with him by way of Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You might be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on varied cash administration subjects. He’s a patron and co-founder of “Charge-only India,” an organisation for selling unbiased, commission-free funding recommendation.


Use our Robo-advisory Excel Template for a start-to-finish monetary plan! Now with a brand new demo video!  Greater than 900 buyers and advisors use this!


Our flagship course! Study to handle your portfolio like a professional to attain your objectives no matter market circumstances! Greater than 2700 buyers and advisors are a part of our unique group! Get readability on how one can plan in your objectives and obtain the required corpus it doesn’t matter what the market situation is!! Watch the primary lecture without cost!  One-time cost! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Discover ways to plan in your objectives earlier than and after retirement with confidence.


Our new course!  Improve your earnings by getting folks to pay in your abilities! Greater than 620 salaried workers, entrepreneurs and monetary advisors are a part of our unique group! Discover ways to get folks to pay in your abilities! Whether or not you’re a skilled or small enterprise proprietor who desires extra shoppers by way of on-line visibility or a salaried individual wanting a aspect earnings or passive earnings, we are going to present you how one can obtain this by showcasing your abilities and constructing a group that trusts you and pays you! (watch 1st lecture without cost). One-time cost! No recurring charges! Life-long entry to movies!   


My new ebook for teenagers: “Chinchu will get a superpower!” is now accessible!

Both boy and girl version covers of Chinchu gets a superpower
Each boy and woman model covers of Chinchu will get a superpower.

Most investor issues might be traced to a scarcity of knowledgeable determination making. We have all made dangerous choices and cash errors once we began incomes and spent years undoing these errors. Why ought to our youngsters undergo the identical ache? What is that this ebook about? As dad and mom, if we needed to groom one means in our youngsters that’s key not solely to cash administration and investing however for any facet of life, what would it not be? My reply: Sound Choice Making. So on this ebook, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his mother or father’s plan for it and educate him a number of key concepts of determination making and cash administration is the narrative. What readers say!

Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Suggestions from a younger reader after studying Chinchu will get a Superpower!

Should-read ebook even for adults! That is one thing that each mother or father ought to educate their children proper from their younger age. The significance of cash administration and determination making primarily based on their desires and wishes. Very properly written in easy phrases. – Arun.

Purchase the ebook: Chinchu will get a superpower in your baby!


revenue from content material writing: Our new book for these considering getting aspect earnings by way of content material writing. It’s accessible at a 50% low cost for Rs. 500 solely!



Need to test if the market is overvalued or undervalued? Use our market valuation software (will work with any index!), otherwise you purchase the brand new Tactical Purchase/Promote timing software!


We publish mutual fund screeners and momentum, low volatility inventory screeners .each month.


About freefincal & its content material coverage Freefincal is a Information Media Group devoted to offering authentic evaluation, experiences, opinions and insights on developments in mutual funds, shares, investing, retirement and private finance. We accomplish that with out battle of curiosity and bias. Observe us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles primarily based solely on factual data and detailed evaluation by its authors. All statements made might be verified from credible and educated sources earlier than publication. Freefincal doesn’t publish any paid articles, promotions, PR, satire or opinions with out knowledge. All opinions introduced will solely be inferences backed by verifiable, reproducible proof/knowledge. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)


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Our publications

You Can Be Wealthy Too with Objective-Primarily based Investing

You can be rich too with goal based investingPrinted by CNBC TV18, this ebook is supposed that will help you ask the best questions, search the right solutions, and because it comes with 9 on-line calculators, it’s also possible to create customized options in your life-style! Get it now. Additionally it is accessible in Kindle format.


Gamechanger: Overlook Startups, Be part of Company & Nonetheless Dwell the Wealthy Life You Need Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis ebook is supposed for younger earners to get their fundamentals proper from day one! It’ll additionally assist you journey to unique locations at a low price! Get it or present it to a younger earner.


Your Final Information to Journey

Travel-Training-Kit-Cover-new That is an in-depth dive evaluation into trip planning, discovering low cost flights, price range lodging, what to do when travelling, how travelling slowly is healthier financially and psychologically with hyperlinks to the online pages and hand-holding at each step. Get the pdf for Rs 199 (prompt obtain)


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