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Friday, January 13, 2023

Be a part of the freefincal investor circle for unique advantages!


We’re blissful to announce the launch of the freefincal investor circle! That is an unique house for buyers, advisors, fintech workers and college students to entry monetary planning and insurance coverage instruments, mutual fund evaluation instruments, coding methods and Excel macros for information 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 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.

Complete instrument depend (as of thirteenth Jan 2022): 14!

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 instrument: Up to date and consolidated with the next options.
    • Mutual fund vs index fingerprinting instrument (used to analyse efficiency)
    • Mutual fund vs index rolling returns (lump sum and SIP)
    • Ulcer index instrument (a measure of how traumatic 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 web calculators obtainable in our e-book, You Will be Wealthy Too with Aim-based Investing and on the SEBI investor training website. Observe: The web editions don’t permit you to 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
    • Internet price calculator
    • Influence of 1% Sip calculator
    • The true energy of compounding
    • Value of delay calculator
    • Aim planner
      • Visible purpose planner
      • Asset allocation
    • Month-to-month funding tracker
      • Retirement funding tracker
      • Different targets funding tracker
    • Monetary purpose planner
  • 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

Coming quickly:

  • Instruments for evaluating the rolling returns of a number of funds or indices
  • A easy Google sheets script for implementing Aim Search with out the limitation of add-ons. That is utilized in our Robo Advisory Google Sheets version.
  • Up to date complete inventory evaluation spreadsheet.

Be a part of the investor circle!  Take pleasure in 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.

Essential Phrases and situations:

  1. No refunds are potential underneath any circumstance.
  2. Membership is just for people and shouldn’t be shared.
  3. 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.
  4. You might be free to switch the instruments at will for the above functions.
  5. 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.
  6. The instruments have been created with the most recent model of Excel. They’re unlikely to work with very previous variations of Excel (e.g. 2007). The ability question operate is important for the info extraction modules to work.  No refund shall be supplied if a number of instruments don’t work together with your Excel model.
  7. The functioning of the info extraction modules (standalone or bundled in) will depend on the provision 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.
  8. Whereas the instruments have been extensively examined for errors, we can’t assure they’re freed from them. If members carry any error to our consideration, they are going to be addressed as quickly as potential.
  9. The freefincal investor circle dialogue discussion board is a spot to debate evaluation strategies, development of calculators and so forth. It’s not a spot to debate particular person investments and search public recommendation.
  10. The discretion of which instruments (created prior to now/future) to incorporate within the investor circle is totally as much as the freefincal group.
  11. The instruments listed underneath “coming quickly” are underneath improvement. For varied causes or circumstances, it might not be potential to supply them in future.

Screenshot of the instruments that members can entry

Be a part of the investor circle!

Take pleasure in 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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Discover the positioning! Search amongst our 2000+ articles for data and perception!

About The Creator

Pattabiraman editor freefincalDr 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 9 years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him through Twitter or 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 teenagers. 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 for selling unbiased, commission-free funding recommendation.


  Our flagship course! Study to handle your portfolio like a professional to realize your targets no matter market situations! Greater than 3000 buyers and advisors are a part of our unique group! Get readability on learn how to plan on your targets and obtain the mandatory corpus it doesn’t matter what the market situation is!! Watch the primary lecture free of charge!  One-time cost! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Learn to plan on your targets earlier than and after retirement with confidence.


Our new course!  Improve your earnings by getting folks to pay on your abilities! Greater than 700 salaried workers, entrepreneurs and monetary advisors are a part of our unique group! Learn to get folks to pay on your abilities! Whether or not you’re a skilled or small enterprise proprietor who desires extra shoppers through on-line visibility or a salaried individual wanting a aspect earnings or passive earnings, we’ll present you learn how to obtain this by showcasing your abilities and constructing a group that trusts you and pays you! (watch 1st lecture free of charge). One-time cost! No recurring charges! Life-long entry to movies!   


Our new e-book for teenagers: “Chinchu will get a superpower!” is now obtainable!

Both boy and girl version covers of Chinchu gets a superpower
Each boy and woman model covers of Chinchu will get a superpower.

Most investor issues could be traced to a scarcity of knowledgeable decision-making. We have all made unhealthy selections and cash errors once 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 mother and father, what would it not be if we needed to groom one means in our youngsters 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 desires for his birthday and the way his mother and father plan for it and train him a number of key concepts of resolution making and cash administration is the narrative. What readers say!

Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Suggestions from a younger reader after studying Chinchu will get a Superpower!

Should-read e-book even for adults! That is one thing that each father or mother ought to train their children proper from their younger age. The significance of cash administration and resolution making based mostly on their desires and desires. Very properly written in easy phrases. – Arun.

Purchase the e-book: Chinchu will get a superpower on your youngster!


Methods to revenue from content material writing: Our new book for these fascinated by getting aspect earnings through content material writing. It’s obtainable at a 50% low cost for Rs. 500 solely!


Need to test if the market is overvalued or undervalued? Use our market valuation instrument (it’s going to work with any index!), otherwise you purchase the brand new Tactical Purchase/Promote timing instrument!


We publish month-to-month mutual fund screeners and momentum, low volatility inventory screeners.


About freefincal & its content material coverage Freefincal is a Information Media Group devoted to offering unique evaluation, stories, opinions and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that 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 data and detailed evaluation by its authors. All statements made shall be verified from credible and educated sources earlier than publication. Freefincal doesn’t publish any paid articles, promotions, PR, satire or opinions with out information. All opinions introduced will solely 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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Our publications

You Can Be Wealthy Too with Aim-Primarily based Investing

You can be rich too with goal based investingPrinted by CNBC TV18, this e-book is supposed that can assist you ask the suitable questions and search the right solutions, and because it comes with 9 on-line calculators, you may as well create customized options on your life-style! Get it now.


Gamechanger: Neglect Startups, Be a part of Company & Nonetheless Dwell the Wealthy Life You Need Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis e-book is supposed for younger earners to get their fundamentals proper from day one! It is going to additionally allow you to journey to unique locations at a low value! Get it or present it to a younger earner.


Your Final Information to Journey

Travel-Training-Kit-Cover-new That is an in-depth dive evaluation into trip planning, discovering low-cost flights, finances lodging, what to do when travelling, and the way travelling slowly is best financially and psychologically with hyperlinks to the online pages and hand-holding at each step. Get the pdf for Rs 300 (instantaneous obtain)


 



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