Final Up to date on March 28, 2022
We’re blissful to announce a brand new Google sheet primarily based mutual fund and inventory funding tracker. The options of the sheet are offered under.
Key options of the freefincal mutual fund and inventory tracker
- A non-public, all-in-one-place tracker that’s unbiased of our computer systems.
- Quick and functionally superior to our earlier Excel-based trackers.
- Utterly open-source with no hidden formulae. May be personalized at will.
- Straightforward to share with our life companions as a part of our continuity kits. See: Find out how to assist our life companion handle cash in our absence.
- Up to date with present NAV on opening the sheet.
- New SIP transactions can be routinely accessible (see screenshots and directions under). In case you have a number of SIPs, this sheet may be duplicated for sustaining separate information.
- Whole fairness and debt fund worth may be plotted routinely on a day by day/weekly/month-to-month foundation (no have to hold the sheet browser tab open!)
- Total portfolio annualized return (fairness + debt), general fairness and debt annualized returns accessible.
- A fundamental goal-analysis sheet for ball half estimation of economic aim progress. The present funding worth is auto-updated for revised estimates.
- Shortly discover the NAV for any fund since third April 2005 to enter lump sum transactions.
- The sheet comes with two monetary aim dashboards: one for retirement and one for kids’s future. May be duplicated or customised for different objectives.
- These utilizing a unified portfolio (similar investments for a number of objectives) may use the sheet.
- Two variants can be found: One for mutual funds and one other for mutual funds and shares. The beforehand printed inventory tracker is built-in with this sheet. It offers the annualised return of particular person shares and of the general portfolio after taking into consideration all company actions like dividends, splits and so forth. precisely as per SEBI norms avoiding the errors made by many inventory portfolio trackers.
- All future bug updates and model updates can be made accessible to customers. To make sure you obtain these updates, make sure you add this e mail tackle to your contact record: pattu {AT} freefincal {DOT} com
- Reasonably priced! The MF tracker prices solely Rs. 500. The Mutual fund and Inventory Tracker Prices solely Rs. 800. It is a one-time buy.
- We’re open to characteristic strategies if they’d assist a large variety of customers.
- 100% pores and skin within the sport: we can be utilizing this sheet for monitoring all our mutual fund and inventory investments.
- For assist and suggestions contact: freefincal {AT} Gmail {Dot} Com
Screenshots
(1) Retirement dashboard (click on to view zoom out pictures)
- Every funding in a fund must be recognized by a novel nickname
- Two folios held in the identical fund have to be given completely different nicknames.
- The AMFI Code (black arrow above) of every fund must be entered. See the video on how to do that. Directions are additionally accessible within the sheet.
- The blue arrow exhibits the general XIRR (annualised return) of the fairness portfolio.
SIP Transactions
The screenshot under exhibits the SIP transactions web page. When you enter the SIP particulars together with the fund nickname and AMFI code, all transitions can be auto-generated.
SIP Transactions web page within the Freefincal MF and Inventory Portfolio TrackerThese transactions must be copied to the actual aim sheet: Retirement or Youngster and so forth.
From the following month on, the SIP transaction can be auto-updated on this sheet. There can be a message in “crimson” (see screenshot) within the SIP and the retirement web page. Solely the brand new transaction must be copied into the retirement web page.
Within the case of a number of SIPs, you’ll be able to duplicate the SIP web page to trace every of them concurrently and hyperlink every SIP with the corresponding aim.
Discover NAV Sheet
For lump sum investments or redemptions, you need to use this sheet to search out the NAV for any set of dates on or after third April 2006.
Aim Evaluation Sheet
A fundamental aim progress evaluation sheet is included. It has loads of simplistic assumptions and the outcomes ought to solely be handled as a ballpark estimate. We advocate utilizing our robo advisory device for correct evaluation. See: Find out how to use the freefincal robo advisory device to trace the progress of our monetary objectives.
Portfolio Chart Replace
MF portfolio Worth Chart within the Freefincal MF and Inventory Portfolio TrackerA easy set off may be set as much as replace the general fairness and debt portfolio values on a day by day or weekly or month-to-month foundation.
The consumer must arrange this set off. It can solely take a number of seconds. See screenshots within the set off part under and in addition see the video. Please observe these easy directions to arrange the set off inside 30 seconds!
Video guides
Mutual Fund Portfolio Monitoring
Inventory Portfolio Monitoring
Get the freefincal mutual fund and inventory tracker!
After buy, you’ll be direct to make a replica of the Google Sheet. Please make a replica after which proceed getting into transactions.
Click on to pay Rs. 800 and get the freefincal mutual fund and inventory screener
Click on to pay Rs. 500 and get the freefincal mutual fund screener
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About The Writer
Dr M. Pattabiraman(PhD) is the founder, managing editor and first writer of freefincal. He’s an affiliate professor on the Indian Institute of Expertise, Madras. He has over 9 years of expertise publishing information evaluation, analysis and monetary product growth. Join with him through Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You may be wealthy too with goal-based investing (CNBC TV18) for DIY traders. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for youths. He has additionally written seven different free e-books on varied cash administration subjects. He’s a patron and co-founder of “Price-only India,” an organisation for selling unbiased, commission-free funding recommendation.
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My new e book for youths: “Chinchu will get a superpower!” is now accessible!
Most investor issues may be traced to a scarcity of knowledgeable determination making. We have all made unhealthy 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 e book about? As mother and father, if we needed to groom one means in our youngsters that’s key not solely to cash administration and investing however for any side of life, what would it not be? My reply: Sound Resolution Making. So on this e book, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his guardian’s plan for it and train him a number of key concepts of determination making and cash administration is the narrative. What readers say!
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About freefincal & its content material coverage Freefincal is a Information Media Group devoted to offering unique evaluation, studies, opinions and insights on developments in mutual funds, shares, investing, retirement and private finance. We achieve this 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 can be verified from credible and educated sources earlier than publication. Freefincal doesn’t publish any paid articles, promotions, PR, satire or opinions with out information. All opinions offered will solely be inferences backed by verifiable, reproducible proof/information. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)
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