LinkNov 6 Robo Advisory Software Tool: Build a complete financial plan! Describes the planning tool that builds a full financial plan for retirement, plus one-off goals such as child education and recurring goals such as holidays. Its distinct element is a post-retirement framework that splits the corpus between inflation-indexed income and growth instruments of varying risk. Visit link ↗ Report
LinkNov 6 Track your mutual fund and stock investments with this Google Sheet! A Google Sheet for tracking mutual fund and stock holdings. The page says the sheet is open-source with no hidden formulae, refreshes to the current NAV when it opens, can be customised, and can be shared with a life partner. Visit link ↗ Report
NoteNov 6 What makes Freefincal different Freefincal is an Indian personal finance site built around do-it-yourself investing, and its tools sit beside its writing. Its screeners are split by category: equity, debt and hybrid mutual funds, index funds, NPS, ETFs and stocks, plus a monthly low-volatility, momentum stock list drawn from the BSE 500 and BSE 100 universes. Its writing tests planning assumptions, such as the case for zero real returns in retirement and how to read rolling return charts. Read the note → Report
NoteNov 6 Where to start The Start Here page is the site's own entry point. It points new readers to the robo advisor planning tool, a course on managing a portfolio against financial goals, and an investor circle for DIY investors and advisors. The screener categories are the next stop for anyone comparing funds. Read the note → Report