Final Up to date on March 1, 2024 at 6:47 am
After repeated requests from customers of our mutual fund and inventory tracker, the freefincal crew is completely satisfied to current a Sovereign Gold Bonds Tracker on Google Sheets. It may be used to trace as much as 30 SGB points.
Options: The sheet can accommodate one extra buy and one sale per bond problem. The sheet considers Sov Gold bonds’ buy and present costs and computes the capital acquire. The curiosity obtained is handled like a inventory dividend. The whole acquire is the sum of the capital acquire and the curiosity acquire.
The sheet then computes the investment-weighted time common (utilized in case of extra purchases after problem) and provides the compounded annualized development charge or the annualized return. This is a superb different to the XIRR.
Screenshots: These are screenshots of the instrument. Customers can copy column C to the fitting to enter extra bond purchases.
Tips on how to get the sheet: The sheet is free however accessible solely to those that buy the freefincal mutual fund (and inventory) portfolio tracker on Google Sheets. Customers additionally get this sheet without cost: A brand new instrument to check 5 MF portfolios & discover overlapping shares
Current customers have already been despatched a replica of the Sov Gold Bonds Tracker for beta testing. All of the suggestions obtained has been included. So, we request such customers make a contemporary copy utilizing the identical hyperlink. In case you are a person of the freefincal portfolio tracker and haven’t obtained the hyperlink, please get in contact with us by e-mail.
Options of the freefincal mutual fund and inventory portfolio tracker
- A personal, all-in-one-place tracker that’s unbiased of our computer systems.
- Quick and functionally superior to our earlier Excel-based trackers.
- It’s fully open-source with no hidden formulae. It may be custom-made at will.
- Simple to share with our life companions as a part of our continuity kits. See: Tips on how to assist our life companion handle cash in our absence.
- It’s up to date with the present NAV on opening the sheet.
- New SIP transactions can be routinely accessible (see screenshots and directions beneath). When you’ve got a number of SIPs, this sheet could be duplicated to keep up separate data.
- Whole fairness and debt fund worth could be plotted routinely on a every day/weekly/month-to-month foundation (no must hold the sheet browser tab open!)
- General portfolio annualized return (fairness + debt), general fairness and debt annualized returns accessible.
- A fundamental goal-analysis sheet for ballpark estimation of monetary aim progress. The present funding worth is auto-updated for revised estimates.
- Rapidly 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 youngsters’s future. It may be duplicated or customised for different targets.
- These with a unified portfolio (identical investments for a number of targets) can use the sheet.
- Two variants can be found: One for mutual funds and one other for mutual funds and shares. The beforehand revealed inventory tracker is built-in with this sheet. It offers the annualised return of particular person shares and the general portfolio after contemplating all company actions like dividends, splits, and so forth., precisely per SEBI norms, avoiding the errors many inventory portfolio trackers make.
- All future bug updates and model updates can be made accessible to customers. To make sure you obtain these updates, add this e-mail tackle to your contact listing: pattu {AT} freefincal {DOT} com.
- Inexpensive! The totally featured instrument is simply Rs. 1000. It is a one-time buy. Variants with fewer options value even much less!
- NEW! An add-on module for plotting and evaluating your mutual fund portfolio with a benchmark since inception is now accessible! This module solely prices Rs. 200 further! That is additionally a one-time buy.
- We’re open to function recommendations if they might assist many customers.
- 100% pores and skin within the recreation: We’ll use this sheet to trace all our mutual funds and inventory investments.
- For help and suggestions contact: freefincal {AT} Gmail {Dot} Com
- Get this sheet without cost! => A brand new instrument to check 5 MF portfolios & discover overlapping shares
- UPDATE: Customers can utilise the free instrument linked inside the sheets to extract MF transactions from CAMS+KFintech COnsolidated PDF statements to a CSV file. The information within the CSV file could be rapidly and simply modified to the format wanted for our tracker and copy-pasted.
Mutual Fund Portfolio Monitoring
For extra video guides and screenshots, see Monitor your mutual fund and inventory investments with this Google Sheet!
Get the freefincal mutual fund and inventory tracker!
After buy, you’ll be directed to make a replica of the Google Sheet. Please make a replica after which proceed to enter transactions. Additionally, you will get the hyperlinks to the Sov Gold Bond Tracker and the mutual fund portfolio overlap instrument.
(A) Mutual Fund monitoring + Inventory monitoring + Portfolio visualisation for mutual funds: Click on to pay Rs. 1000 and get the freefincal mutual fund and inventory tracker with portfolio visualization for MFs
(B) Mutual Fund monitoring + Inventory monitoring: Click on to pay Rs. 800 and get the freefincal mutual fund and inventory tracker
(C) Mutual Fund monitoring + Portfolio visualisation: Click on to pay Rs. 700 and get the freefincal mutual fund tracker
(D) Mutual Fund monitoring: Click on to pay Rs. 500 and get the freefincal mutual fund tracker
(E) Have already got the MF tracker or MF+ inventory tracker? Get the Mutual fund portfolio visualization module (add-on for Google Sheets tracker) for Rs. 200 solely (one-time buy)
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Our new guide for youths: “Chinchu will get a superpower!” is now accessible!
Most investor issues could 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 youngsters undergo the identical ache? What is that this guide about? As mother and father, what wouldn’t it be if we needed to groom one skill in our youngsters that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Determination Making. So on this guide, we meet Chinchu, who’s about to show 10. What he needs for his birthday and the way his mother and father plan for it and train him a number of key concepts of decision-making and cash administration is the narrative. What readers say!
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About freefincal & it is content material coverage. Freefincal is a Information Media Group devoted to offering authentic evaluation, stories, opinions 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 yr (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 with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out knowledge. All opinions can be inferences backed by verifiable, reproducible proof/knowledge. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)
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