Final Up to date on November 15, 2023 at 8:49 am
We’re pleased to announce the launch of a easy plotting device to match any two-time collection – mutual funds, indices, shares, gold, oil – any knowledge set with dates and values. The device is now a part of our freefincal investor circle.
Rolling return (lump sum and SIP) calculators together with a number of mutual fund evaluation instruments are already a part of the investor circle (full particulars beneath). This addition will permit the use to match two time collection over any period for a greater understanding of danger and reward.
If you happen to go to Google Finance or another monetary portal, you’ll be able to see a plotting device for evaluating an MF with an index, totally different MFs, shares, and so on., over the past three months, six months, 1Y, 3Y, 5Y, and so on. Some portals additionally supply a customized date vary for comparability.
There are three issues with these portals: (1) The period choices are restricted, (2) the choices for comparability are restricted, and (3) the comparability is commonly not executed proper. For instance, suppose you might be evaluating the evolution of a fund and an index over the past two years; issues look okay. However while you swap to 3 years, the fund NAV is flat for some time as a result of the fund is lower than three years outdated. In different phrases, there is no such thing as a correct “since inception” graph.
The freefincal plotting device goals to resolve these issues. There are two variants supplied:
1. Freefincal Mutual Fund Plotter: This can be utilized to match any mutual fund with any NSE index.
2. Freefincal Time Sequence Plotter: This compares two time collection.
Options:
- Select a customized date for comparability
- In comparison with the beginning date, select 1Y after the beginning, 2Y after the beginning … as much as 25Y after the beginning.
- In comparison with the top date, select the final 1,2,3,4,5,6 month, final 1,2,3, … 25 years.
These are a number of the graphs created with the device.
How do you entry the plotting device? Each instruments talked about above are a part of the freefincal investor circle. That is an unique house for buyers, advisors, fintech workers and college students to entry monetary planning and insurance coverage instruments, mutual fund evaluation instruments, coding methods and Excel macros for knowledge extraction.
The assets can be utilized for funding evaluation, monetary planning, monetary advisory, studying, and creating customized variations. Members can even share calculators and different assets and talk about concepts or points in a personal Fb group.
Membership advantages: You get lifetime entry (together with bug fixes) to the next Excel or Google Sheets instruments – see the video beneath for screenshots.
Complete device depend: 15!
All instruments are open-source. No hidden cells, formulae or macros. You may customise them for private {and professional} use (see phrases and situations beneath).
- Mutual fund evaluation energy device: Up to date and consolidated with the next options.
- Mutual fund vs index fingerprinting device (used to analyse efficiency)
- Mutual fund vs index rolling returns (lump sum and SIP)
- Ulcer index device (a measure of how tense the fund was to carry)
- Mutual fund vs index rolling volatility, upside and draw back seize
- A number of dangers vs return metrics and analysis rating
- Plus extra!
- You may freely modify this and create varied instruments to fit your necessities.
- Monetary planning instruments: Excel variations of the net calculators out there in our ebook, You Can Be Wealthy Too with Aim-based Investing and on the SEBI investor training website. Notice: The web editions don’t permit you to save your inputs/outputs, whereas you are able to do that with the Excel recordsdata and modify them at will.
- Insurance coverage calculator for Younger earners
- Insurance coverage calculator for Married earners
- The time worth for cash
- Versatile compound curiosity
- Commonplace compound curiosity
- Growing contribution calculator
- Web price calculator
- Affect of 1% Sip calculator
- The true energy of compounding
- Value of delay calculator
- Aim planner
- Visible objective planner
- Asset allocation
- Month-to-month funding tracker
- Retirement funding tracker
- Different targets funding tracker
- Monetary objective planner
- Sheet for Fairness LTCG taxation vs non-equity LTCH taxation comparability
- Excel plotting device for evaluating time collection (as talked about above)
- Entry to a non-public Fb group for dialogue and useful resource sharing.
- Excel macros for extracting JSON recordsdata and dynamic URLs.
- Google Sheets to match 5 MF portfolios & discover overlapping shares
Be part of the investor circle! Get pleasure from a 50% low cost for a restricted time and pay solely Rs. 3000 with low cost code circle50. You will get lifetime entry to the above instruments, dialogue boards, and bug fixes.
Necessary Phrases and Situations:
- No refunds are doable beneath any circumstance.
- Membership is just for people and shouldn’t be shared.
- The above instruments can be utilized for private or skilled functions (e.g. advisory, report preparation, and so on.). They shouldn’t be re-distributed in any kind or method with out prior consent.
- You’re free to change the instruments at will for the above functions.
- Suppose the outcomes from these instruments are utilized in any type of content material accessible to the general public – articles, movies, social media posts, and so on. – the suitable credit score ought to be given to the supply: freefincal.com.
- The instruments have been created with the newest model of Excel. They’re unlikely to work with very outdated variations of Excel (e.g. Excel 2007). The ability question perform is important for the information extraction modules to work. This perform is in-built solely from Excel 2016 onwards. No refund shall be supplied if a number of instruments don’t work along with your Excel model.
- The functioning of the information extraction modules (standalone or bundled in) is dependent upon the provision of exterior web sites, which is past our management. These modules could not work if these web sites change their content material supply technique. All different modules will proceed to work.
- Whereas the instruments have been extensively examined for errors, we can’t assure they’re freed from them. If members convey any errors to our consideration, they are going to be addressed instantly.
- The freefincal investor circle dialogue discussion board is a spot to debate evaluation strategies, building of calculators, and so on. It’s not a spot to debate particular person investments and search public recommendation.
- The discretion of which instruments (created previously/future) to incorporate within the investor circle is completely as much as the freefincal staff.
Screenshot of the instruments that members can entry
Be part of the investor circle!
Get pleasure from a 50% low cost for a restricted time and pay solely Rs. 3000 with low cost code circle50. You will get lifetime entry to the above instruments, dialogue boards, and bug fixes.
Do share this text with your mates utilizing the buttons beneath.
🔥Get pleasure from huge reductions on our programs, robo-advisory device and unique investor circle! 🔥& be a part of our neighborhood of 5000+ customers!
Use our Robo-advisory Software for a start-to-finish monetary plan! ⇐ Greater than 1,000 buyers and advisors use this!
New Software! => Monitor your mutual funds and inventory investments with this Google Sheet!
Podcast: Let’s Get RICH With PATTU! Each single Indian CAN develop their wealth!
You may watch podcast episodes on the OfSpin Media Buddies YouTube Channel.
- Do you might have a remark concerning the above article? Attain out to us on Twitter: @freefincal or @pattufreefincal
- Have a query? Subscribe to our publication with the shape beneath.
- Hit ‘reply’ to any e-mail from us! We don’t supply personalised funding recommendation. We are able to write an in depth article with out mentioning your title when you’ve got a generic query.
Be part of over 32,000 readers and get free cash administration options delivered to your inbox! Subscribe to get posts by way of e-mail!
Discover the positioning! Search amongst our 2000+ articles for data and perception!
About The Writer
Dr. M. Pattabiraman(PhD) is the founder, managing editor and first creator of freefincal. He’s an affiliate professor on the Indian Institute of Expertise, Madras. He has over ten years of expertise publishing information evaluation, analysis and monetary product growth. Join with him by way of Twitter, Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You may 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 matters. He’s a patron and co-founder of “Price-only India,” an organisation selling unbiased, commission-free funding recommendation.
Our flagship course! Be taught to handle your portfolio like a professional to attain your targets no matter market situations! ⇐ Greater than 3,000 buyers and advisors are a part of our unique neighborhood! Get readability on plan to your targets and obtain the required corpus it doesn’t matter what the market situation is!! Watch the primary lecture without spending a dime! One-time fee! No recurring charges! Life-long entry to movies! Scale back concern, uncertainty and doubt whereas investing! Discover ways to plan to your targets earlier than and after retirement with confidence.
Our new course! Improve your revenue by getting individuals to pay to your expertise! ⇐ Greater than 700 salaried workers, entrepreneurs and monetary advisors are a part of our unique neighborhood! Discover ways to get individuals to pay to your expertise! Whether or not you’re a skilled or small enterprise proprietor who desires extra shoppers by way of on-line visibility or a salaried particular person wanting a aspect revenue or passive revenue, we are going to present you obtain this by showcasing your expertise and constructing a neighborhood that trusts you and pays you! (watch 1st lecture without spending a dime). One-time fee! No recurring charges! Life-long entry to movies!
Our new ebook for teenagers: “Chinchu will get a superpower!” is now out there!
Most investor issues may be traced to a scarcity of knowledgeable decision-making. We have all made dangerous choices and cash errors after we began incomes and spent years undoing these errors. Why ought to our kids undergo the identical ache? What is that this ebook about? As dad and mom, what wouldn’t it be if we needed to groom one capability in our kids that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Determination Making. So on this ebook, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his dad and mom plan for it and train him a number of key concepts of decision-making and cash administration is the narrative. What readers say!
Should-read ebook even for adults! That is one thing that each mother or father ought to train their children proper from their younger age. The significance of cash administration and determination making based mostly on their desires and wishes. Very properly written in easy phrases. – Arun.
Purchase the ebook: Chinchu will get a superpower to your youngster!
revenue from content material writing: Our new e book is for these eager about getting aspect revenue by way of content material writing. It’s out there at a 50% low cost for Rs. 500 solely!
Wish to examine if the market is overvalued or undervalued? Use our market valuation device (it should work with any index!), or get the Tactical Purchase/Promote timing device!
We publish month-to-month mutual fund screeners and momentum, low-volatility inventory screeners.
About freefincal & it is content material coverage. Freefincal is a Information Media Group devoted to offering unique evaluation, stories, critiques and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that with out battle of curiosity and bias. Comply with us on Google Information. Freefincal serves greater than three million readers a yr (5 million web page views) with articles based mostly solely on factual data and detailed evaluation by its authors. All statements made shall be verified with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out knowledge. All opinions shall 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)
Join with us on social media
Our publications
You Can Be Wealthy Too with Aim-Primarily based Investing
Printed by CNBC TV18, this ebook is supposed that can assist you ask the suitable questions and search the proper solutions, and because it comes with 9 on-line calculators, you can even create customized options to your life-style! Get it now.
Gamechanger: Neglect Startups, Be part of Company & Nonetheless Stay the Wealthy Life You Need
This ebook is supposed for younger earners to get their fundamentals proper from day one! It’s going to additionally show you how to journey to unique locations at a low price! Get it or reward it to a younger earner.
Your Final Information to Journey
That is an in-depth dive evaluation into trip planning, discovering low cost flights, finances lodging, what to do when travelling, and the way travelling slowly is healthier financially and psychologically, with hyperlinks to the online pages and hand-holding at each step. Get the pdf for Rs 300 (prompt obtain)
