Final Up to date on November 15, 2023 at 8:49 am
We’re glad to announce the launch of a easy plotting software to match any two-time sequence – mutual funds, indices, shares, gold, oil – any knowledge set with dates and values. The software 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 sequence over any length for a greater understanding of threat and reward.
When you go to Google Finance or some other monetary portal, you may see a plotting software for evaluating an MF with an index, completely different MFs, shares, and so forth., over the past three months, six months, 1Y, 3Y, 5Y, and so forth. Some portals additionally supply 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 commonly not completed 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 if you swap to 3 years, the fund NAV is flat for some time as a result of the fund is lower than three years previous. In different phrases, there is no such thing as a correct “since inception” graph.
The freefincal plotting software goals to unravel these issues. There are two variants provided:
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 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 top 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 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 software 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 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 nerve-racking 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 accessible in our e-book, You Can Be Wealthy Too with Objective-based Investing and on the SEBI investor training website. Word: The web editions don’t assist 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
- Customary compound curiosity
- Growing contribution calculator
- Internet price calculator
- Affect of 1% Sip calculator
- The true energy of compounding
- Price of delay calculator
- Objective planner
- Visible objective planner
- Asset allocation
- Month-to-month funding tracker
- Retirement funding tracker
- Different objectives 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 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 may get lifetime entry to the above instruments, dialogue boards, and bug fixes.
Necessary Phrases and Circumstances:
- 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 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 previous variations of Excel (e.g. Excel 2007). The facility question operate is critical for the info extraction modules to work. This operate is in-built solely from Excel 2016 onwards. No refund can be supplied if a number of instruments don’t work together with your Excel model.
- The functioning of the info extraction modules (standalone or bundled in) is dependent upon the supply of exterior web sites, which is past our management. These modules might now 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 deliver 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 solely 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 may 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 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 through Twitter, 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 youths. 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 selling unbiased, commission-free funding recommendation.
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Our new e-book for youths: “Chinchu will get a superpower!” is now accessible!
Most investor issues might be traced to an absence of knowledgeable decision-making. We have all made dangerous selections 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 e-book about? As dad and mom, what wouldn’t it be if we needed to groom one capability in our youngsters 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 needs 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!
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About freefincal & it is content material coverage. Freefincal is a Information Media Group devoted to offering unique evaluation, experiences, critiques and insights on mutual funds, shares, investing, retirement and private finance developments. 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 based mostly solely on factual info 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 info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)
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