freefincal • Prudent DIY Investing!
网页The 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.
List of Calculators - freefincal
网页List 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.
Retirement Calculator: Plan for retirement using the freefincal robo ...
网页2024年6月27日 · Our signature retirement calculator is now part of the freefincal robo advisor, which allows you to create a complete financial plan for your family. The retirement calculator was the first tool we created. Over the years, we have modified it by adding more and more features and factoring in user feedback. The final version, which many of our ...
Stock Analysis Tools - freefincal
网页4) 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 Version: Automated Stock Analysis ...
Welcome To freefincal
网页2024年9月8日 · 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 educational tools for the reader/user.
Download free stock analysis spreadsheet & value stocks in
网页2019年6月19日 · 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.
Robo Advisory Software Tool: Build a complete financial plan!
网页2017年9月7日 · 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 ...
The Retirement ‘Bucket Strategy’ Simulator - freefincal
网页2013年3月28日 · For example 40% of your corpus in FDs, 20% in a debt fund and 20% in equities. If you need 1 lakh for your expenses in the second year of retirement you draw 40% from FDs, 20% from the debt fund and 20% from equities. This is the irrespective of the performance of individual instruments. Depending on the allocation % …
Stock Analysis Tools Archives - freefincal
网页Version 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 ...
Index Investing Archives - freefincal
网页Published on October 22, 2023 / By M. Pattabiraman Twitter: @pattufreefincal. Zerodha is launching two new funds: Zerodha Nifty LargeMidcap 250 Index Fund and an ELSS variant, Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund. There are two aspects to consider: (1) The index and (2) the ELSS variant. The Nifty LargeMidcap 250 Index is 50% ...