Last Updated on November 15, 2023 at 8:49 am
We are happy to announce the launch of a simple plotting tool to compare any two-time series – mutual funds, indices, stocks, gold, oil – any data set with dates and values. The tool is now part of our freefincal investor circle.
Rolling return (lump sum and SIP) calculators along with multiple mutual fund analysis tools are already part of the investor circle (full details below). This addition will allow the use to compare two time series over any duration for a better understanding of risk and reward.
If you go to Google Finance or any other financial portal, you can see a plotting tool for comparing an MF with an index, different MFs, stocks, etc., over the last three months, six months, 1Y, 3Y, 5Y, etc. Some portals also offer a custom date range for comparison.
There are three problems with these portals: (1) The duration options are limited, (2) the options for comparison are limited, and (3) the comparison is often not done right. For example, suppose you are comparing the evolution of a fund and an index over the last two years; things look ok. But when you switch to three years, the fund NAV is flat for a while because the fund is less than three years old. In other words, there is no proper “since inception” graph.
The freefincal plotting tool aims to solve these problems. There are two variants offered:
1. Freefincal Mutual Fund Plotter: This can be used to compare any mutual fund with any NSE index.
2. Freefincal Time Series Plotter: This compares two time series.
Features:
- Choose a custom date for comparison
- Compared to the start date, choose 1Y after the start, 2Y after the start … up to 25Y after the start.
- Compared to the end date, choose the last 1,2,3,4,5,6 month, last 1,2,3, … 25 years.
These are some of the graphs created with the tool.
How do you access the plotting tool? Both tools mentioned above are part of the freefincal investor circle. This is an exclusive space for investors, advisors, fintech employees and students to access financial planning and insurance tools, mutual fund analysis tools, coding strategies and Excel macros for data extraction.
The resources can be used for investment analysis, financial planning, financial advisory, learning, and creating custom versions. Members can also share calculators and other resources and discuss ideas or issues in a private Facebook group.
Membership benefits: You get lifetime access (including bug fixes) to the following Excel or Google Sheets tools – see the video below for screenshots.
Total tool count: 15!
All tools are open-source. No hidden cells, formulae or macros. You can customise them for personal and professional use (see terms and conditions below).
- Mutual fund analysis power tool: Updated and consolidated with the following features.
- Mutual fund vs index fingerprinting tool (used to analyse performance)
- Mutual fund vs index rolling returns (lump sum and SIP)
- Ulcer index tool (a measure of how stressful the fund was to hold)
- Mutual fund vs index rolling volatility, upside and downside capture
- Multiple risks vs return metrics and evaluation score
- Plus more!
- You can freely modify this and create various tools to suit your requirements.
- Financial planning tools: Excel versions of the online calculators available in our book, You Can Be Rich Too with Goal-based Investing and at the SEBI investor education site. Note: The online editions do not allow you to save your inputs/outputs, whereas you can do that with the Excel files and modify them at will.
- Insurance calculator for Young earners
- Insurance calculator for Married earners
- The time value for money
- Flexible compound interest
- Standard compound interest
- Increasing contribution calculator
- Net worth calculator
- Impact of 1% Sip calculator
- The true power of compounding
- Cost of delay calculator
- Goal planner
- Visual goal planner
- Asset allocation
- Monthly investment tracker
- Retirement investment tracker
- Other goals investment tracker
- Financial goal planner
- Sheet for Equity LTCG taxation vs non-equity LTCH taxation comparison
- Excel plotting tool for comparing time series (as mentioned above)
- Access to a private Facebook group for discussion and resource sharing.
- Excel macros for extracting JSON files and dynamic URLs.
- Google Sheets to compare five MF portfolios & find overlapping stocks
Join the investor circle! Enjoy a 50% discount for a limited time and pay only Rs. 3000 with discount code circle50. You can get lifetime access to the above tools, discussion forums, and bug fixes.
Important Terms and Conditions:
- No refunds are possible under any circumstance.
- Membership is only for individuals and should not be shared.
- The above tools can be used for personal or professional purposes (e.g. advisory, report preparation, etc.). They should not be re-distributed in any form or manner without prior consent.
- You are free to modify the tools at will for the above purposes.
- Suppose the results from these tools are used in any form of content accessible to the public – articles, videos, social media posts, etc. – the appropriate credit should be given to the source: freefincal.com.
- The tools have been created with the latest version of Excel. They are unlikely to work with very old versions of Excel (e.g. Excel 2007). The power query function is necessary for the data extraction modules to work. This function is built in only from Excel 2016 onwards. No refund will be provided if one or more tools do not work with your Excel version.
- The functioning of the data extraction modules (standalone or bundled in) depends on the availability of external websites, which is beyond our control. These modules may no longer work if these websites change their content delivery method. All other modules will continue to work.
- While the tools have been extensively tested for errors, we cannot guarantee they are free of them. If members bring any errors to our attention, they will be addressed immediately.
- The freefincal investor circle discussion forum is a place to discuss analysis methods, construction of calculators, etc. It is not a place to discuss individual investments and seek public advice.
- The discretion of which tools (created in the past/future) to include in the investor circle is entirely up to the freefincal team.
Screenshot of the tools that members can access
Join the investor circle!
Enjoy a 50% discount for a limited time and pay only Rs. 3000 with discount code circle50. You can get lifetime access to the above tools, discussion forums, and bug fixes.
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Dr. M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over ten years of experience publishing news analysis, research and financial product development. Connect with him via Twitter, Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation promoting unbiased, commission-free investment advice.
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