Evaluate MFs, Indices, Shares, Gold, and so forth., with this easy plotting software. It may be used to check two knowledge units with dates and values. The software is now a part of our freefincal investor circle.
Rolling return (lump sum and SIP) calculators and a number of mutual fund evaluation instruments are already a part of the investor circle (full particulars beneath). This addition will enable the person to check two-time sequence over any length to higher perceive threat and reward.
For those who go to Google Finance or every other monetary portal, you’ll be able to see a plotting software for evaluating an MF with an index, totally different MFs, shares, and so forth., over the past three months, six months, 1Y, 3Y, 5Y, and so forth. Some portals additionally provide a customized date vary for comparability.
There are three issues with these portals: (1) The length choices are restricted, (2) the choices for comparability are restricted, and (3) the comparability is usually 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 once you change to 3 years, the fund NAV is flat for some time as a result of the fund is lower than three years outdated.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 software goals to resolve these issues. There are two variants supplied:
1. Freefincal Mutual Fund Plotter: This can be utilized to check any mutual fund with any NSE index.
2. Freefincal Time Sequence Plotter: This compares two time sequence.
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 tip date, select the final 1,2,3,4,5,6 month, final 1,2,3, … 25 years.
These are among the graphs created with the software.
How do you entry the plotting software? Each instruments talked about above are a part of the freefincal investor circle. That is an unique area for buyers, advisors, fintech staff and college students to entry monetary planning and insurance coverage instruments, mutual fund evaluation instruments, coding methods and Excel macros for knowledge extraction.
The sources can be utilized for funding evaluation, monetary planning, monetary advisory, studying, and creating customized variations. Members also can share calculators and different sources and focus on concepts or points in a non-public 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.
Whole software rely: 15!
All instruments are open-source. No hidden cells, formulae or macros. You possibly can customise them for private {and professional} use (see phrases and situations beneath).
- Mutual fund evaluation energy software: Up to date and consolidated with the next options.
- Mutual fund vs index fingerprinting software (used to analyse efficiency)
- Mutual fund vs index rolling returns (lump sum and SIP)
- Ulcer index software (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 possibly can freely modify this and create varied instruments to fit your necessities.
- Monetary planning instruments: Excel variations of the net calculators obtainable in our e-book, You Can Be Wealthy Too with Purpose-based Investing and on the SEBI investor training web site. Be aware: The web editions don’t will let you save your inputs/outputs, whereas you are able to do that with the Excel information 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
- Normal compound curiosity
- Rising contribution calculator
- Web price calculator
- Influence of 1% Sip calculator
- The true energy of compounding
- Price of delay calculator
- Purpose 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 software for evaluating time sequence (as talked about above)
- Entry to a personal Fb group for dialogue and useful resource sharing.
- Excel macros for extracting JSON information and dynamic URLs.
- Google Sheets to check 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.
Vital Phrases and Circumstances:
- No refunds are potential underneath 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 forth.). They shouldn’t be re-distributed in any kind or method with out prior consent.
- You might be free to switch 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 forth. – 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 facility 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 offered 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 determined by the supply of exterior web sites, which is past our management. These modules might not work if these web sites change their content material supply methodology. All different modules will proceed to work.
- Whereas the instruments have been extensively examined for errors, we can not 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, development of calculators, and so forth. It isn’t a spot to debate particular person investments and search public recommendation.
- The discretion of which instruments (created up to now/future) to incorporate within the investor circle is completely as much as the freefincal crew.
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.
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Dr M. Pattabiraman(PhD) is the founder, managing editor and first writer of freefincal. He’s an affiliate professor on the Indian Institute of Know-how, Madras. He has over 13 years of expertise publishing information evaluation, analysis and monetary product growth. Join with him by way of Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You could be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (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 matters. He’s a patron and co-founder of “Price-only India,” an organisation selling unbiased, commission-free aum impartial funding recommendation.
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Our e-book for youths: “Chinchu Will get a Superpower!” is now obtainable!
Most investor issues could be traced to an absence of knowledgeable decision-making. We made dangerous selections 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 e-book about? As dad and mom, what would it not be if we needed to groom one capacity in our kids that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Choice 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 dad and mom plan for it, in addition to educating him a number of key concepts of decision-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 authentic evaluation, studies, evaluations and insights on mutual funds, shares, investing, retirement and private finance developments. We achieve this with out battle of curiosity and bias. Comply with us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles based mostly solely on factual info 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 info: To get in contact, use this contact kind. (Sponsored posts or paid collaborations won’t be entertained.)
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