freefincal • Prudent DIY Investing!
WEBThe freefincal mutual fund portfolio overlap tool (first published July 2017 and updated May 2019) is now fully updated to work blazing fast on Google Sheets. The features of the tool are listed below. Updated Aug 2024 with SEBI classification of stock sectors! It allows you to compare the portfolio of five mutual funds.
Welcome To freefincal
WEBSep 8, 2024 · Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on mutual funds, stocks, investing, retirement and personal finance developments. All our offerings are research-based, thorough, and entirely academic, meant as discourse, educational material, or …
List of Calculators - freefincal
WEBList of Calculators. This is a list of all calculators available at freefincal. These are our latest tools. They are regularly updated and maintained. Robo Advisory Template This is our flagship comprehensive financial planning tool. Nifty Valuation Tool: Find out if the stock market is expensive or cheap in multiple ways.
Stock Analysis Tools - freefincal
WEB4) Discounted Cash Flow (DCF) 5) Reverse DCF Valuation. 6) Graham formula and Graham number. 7) Piotroski Score for the last 9 financial years. 8) Earnings Growth Estimate. 9) Automated Return on Equity Analysis with the Dupont Formula. 10) Altman Z-score analysis of the financial health of a business. Latest …
Robo Advisory Software Tool: Build a complete financial plan!
WEBSep 7, 2017 · Get the freefincal robo advisory software tool to plan from start to finish for retirement (early, normal, before and after), non-recurring financial goals (child education) and recurring financial goals (holidays, appliances, etc.). The tool would help anyone aged 18 to 80 plan for their retirement, six other non-recurring financial goals, and ...
Download free stock analysis spreadsheet & value stocks in
WEBJun 19, 2019 · All you need to do is to follow the instructions step by step as given in the sheet. Select the stock you need to analyze ==> Clear the existing data in the MorningStar financial sheet ==> Run the data query ===> Open the auto-downloaded CSV file from MorningStar ===> Copy data and paste on to the analysis sheet.
How to use the freefincal robo advisory tool to track the progress …
WEBMar 26, 2022 · Screenshot-from-the-freefincal-robo-advisory-template-showing-the-suggested-asset-allocation-and-change-in-assumed-portfolio-return. In addition, the tool also provides a detailed retirement bucket strategy implementation plan to generate inflation-protected income after retirement by taking into account up to three different sources of income (pension, rent etc.).
Stock Analysis Tools Archives - freefincal
WEBVersion 3 of the freefincal excel stock screener now includes the Joel Greenblatt Magic Formula Screener. This quickly allows you to select quality companies available at attractive prices. The screening can be done index-wise. sector-wise and market-cap-wise. The financial data is obtained from Value Research and the multiple screens available ...
Plumbline: Select Mutual Funds Archives • freefincal
WEBThese are the freefincal handpicked list of mutual funds for Apr-Jun 2023. New and old investors can use it according to their specific needs. The list is called “PlumbLine” and has been published since Sep 2017 for beginners to accompany the freefincal robo advisory tool. Most important!
M. Pattabiraman : Associate Professor IIT Madras, author
WEBDr M Pattabiraman (PhD) aka Pattabiraman Murari is an associate professor at IIT, Madras. He is the founder, managing editor and primary author of freefincal. He is the author of three personal finance books with over ten years of experience publishing news, analysis, research, and financial product development. Passionate about teaching.