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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 group is pleased 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 situation. The sheet considers Sov Gold bonds’ buy and present costs and computes the capital acquire. The curiosity acquired 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 situation) and offers the compounded annualized progress fee or the annualized return. This is a superb various to the XIRR.
Screenshots: These are screenshots of the instrument. Customers can copy column C to the correct to enter extra bond purchases.
How one can 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 free of charge: A brand new instrument to match 5 MF portfolios & discover overlapping shares
Present customers have already been despatched a replica of the Sov Gold Bonds Tracker for beta testing. All of the suggestions acquired has been integrated. So, we request such customers make a recent copy utilizing the identical hyperlink. In case you are a consumer of the freefincal portfolio tracker and haven’t acquired the hyperlink, please get in contact with us by e-mail.
Options of the freefincal mutual fund and inventory portfolio 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.
- It’s fully open-source with no hidden formulae. It may be custom-made at will.
- Straightforward to share with our life companions as a part of our continuity kits. See: How one can assist our life accomplice handle cash in our absence.
- It’s up to date with the present NAV on opening the sheet.
- New SIP transactions will likely be robotically accessible (see screenshots and directions under). You probably have a number of SIPs, this sheet may be duplicated to keep up separate information.
- Complete fairness and debt fund worth may be plotted robotically on a day by day/weekly/month-to-month foundation (no must preserve the sheet browser tab open!)
- Total portfolio annualized return (fairness + debt), total fairness and debt annualized returns accessible.
- A fundamental goal-analysis sheet for ballpark estimation of monetary purpose 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 purpose 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 printed 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 on., precisely per SEBI norms, avoiding the errors many inventory portfolio trackers make.
- All future bug updates and model updates will likely be made accessible to customers. To make sure you obtain these updates, add this e-mail tackle to your contact checklist: pattu {AT} freefincal {DOT} com.
- Reasonably priced! The totally featured instrument is just Rs. 1000. This can be a one-time buy. Variants with fewer options price 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 additional! 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 free of charge! => A brand new instrument to match 5 MF portfolios & discover overlapping shares
- UPDATE: Customers can utilise the free instrument linked throughout the sheets to extract MF transactions from CAMS+KFintech COnsolidated PDF statements to a CSV file. The information within the CSV file may 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 Observe your mutual fund and inventory investments with this Google Sheet!
Get the freefincal mutual fund and inventory tracker!
After buy, you may 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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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 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 numerous cash administration subjects. He’s a patron and co-founder of “Payment-only India,” an organisation selling unbiased, commission-free funding recommendation.
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Our new e book for teenagers: “Chinchu will get a superpower!” is now accessible!
Most investor issues may be traced to an absence of knowledgeable decision-making. We have all made unhealthy 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 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 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 educate him a number of key concepts of decision-making and cash administration is the narrative. What readers say!
Should-read e book even for adults! That is one thing that each dad or mum ought to educate their children proper from their younger age. The significance of cash administration and resolution making primarily based on their needs and desires. Very properly written in easy phrases. – Arun.
Purchase the e book: Chinchu will get a superpower in your youngster!
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About freefincal & it is content material coverage. Freefincal is a Information Media Group devoted to offering authentic evaluation, stories, 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 primarily based solely on factual info and detailed evaluation by its authors. All statements made will likely 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 will likely be inferences backed by verifiable, reproducible proof/knowledge. Contact info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)
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