After repeated requests from customers of our mutual fund and inventory tracker, the freefincal crew is blissful to current an NPS Portfolio Tracker on Google Sheets. Readers might keep in mind that we not too long ago added a Sovereign Gold Bonds Tracker on Google Sheets to the tracker.
Options:
- Customers can select from 123 NPS funds provided by numerous pension fund managers.
- The day by day NAV of the funds shall be auto-updated, and the person and total portfolio XIRR (annualised return) shall be computed.
- The person should manually enter the transactions. They’ll simply convert present transactions into the required format and paste them onto the sheet.
- Any service cost that will depend on present items will be entered as a redemption.
- Some screenshots are proven beneath.
Easy methods 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 these two sheets free of charge:
Present customers have already been despatched a replica of the NPS Portfolio Tracker for beta testing. We request such customers make a recent copy utilizing the identical hyperlink. If you’re a person of the freefincal portfolio tracker and haven’t acquired the hyperlink, please contact us by electronic mail.
Options of the freefincal mutual fund and inventory portfolio tracker
- A non-public, all-in-one-place tracker that’s impartial 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 personalized at will.
- Straightforward to share with our life companions as a part of our continuity kits. See: Easy methods to assist our life companion handle cash in our absence.
- The present NAV is up to date when opening the sheet.
- New SIP transactions shall be mechanically accessible (see screenshots and directions beneath). When you’ve got a number of SIPs, this sheet will be duplicated to keep up separate data.
- Whole fairness and debt fund worth will be plotted mechanically on a day by day/weekly/month-to-month foundation (no have to preserve the sheet browser tab open!)
- General portfolio annualized return (fairness + debt), total fairness and debt annualized returns accessible.
- A primary goal-analysis sheet for ballpark estimation of economic aim 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 aim dashboards: one for retirement and one for youngsters’s future. It may be duplicated or customised for different objectives.
- These with a unified portfolio (identical investments for a number of objectives) 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 provides 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 shall be made accessible to customers. To make sure you obtain these updates, add this electronic mail tackle to your contact listing: pattu {AT} freefincal {DOT} com.
- Reasonably priced! The absolutely featured instrument is barely 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 characteristic 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 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 info within the CSV file will be shortly 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 can 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 creator of freefincal. He’s an affiliate professor on the Indian Institute of Know-how, Madras. He has over ten 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 will 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 matters. He’s a patron and co-founder of “Price-only India,” an organisation selling unbiased, commission-free funding recommendation.
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Our new ebook for teenagers: “Chinchu Will get a Superpower!” is now accessible!
Most investor issues will be traced to a scarcity of knowledgeable decision-making. We made dangerous choices and cash errors once 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 capacity in our kids that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Choice 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, in addition to instructing 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 mum or dad ought to train their children proper from their younger age. The significance of cash administration and choice making primarily based on their desires and desires. Very properly written in easy phrases. – Arun.
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About freefincal & its content material coverage. Freefincal is a Information Media Group devoted to offering authentic evaluation, reviews, evaluations and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that 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 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 information. All opinions shall be inferences backed by verifiable, reproducible proof/information. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)
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