Welcome to freefincal! If you are new here please click the "Start Here" link in the menu above. We aim to make your financial life simpler with data-driven insights on investing risk and reward. Scroll down to view featured products and articles. Use the search bar in the menu to explore the site. Click to view the latest articles.

Build a complete financial plan with our Robo Advisory Tool!

Get the freefincal robo advisory 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 from ages 18 to 80 to plan for their retirement, six other non-recurring financial goals and four other recurring…

Continue reading →

Join our online course on goal-based portfolio management!

Goal-based portfolio management is an online course to reduce fear, uncertainty and doubt while investing for a financial goal. 2900+ members of our community have already signed up for the course! Join to get clarity on how to plan for your goals and achieve the necessary corpus no matter what the market condition is!! Watch the…

Continue reading →

Track your mutual fund and stock investments with this Google Sheet!

We are happy to announce a new Google sheet-based mutual fund and stock investment tracker. The features of the sheet are presented below. Key features of the freefincal mutual fund and stock tracker: A private, all-in-one-place tracker that is independent of our computers. Fast and functionally superior to our previous Excel-based trackers. Completely open-source with…

Continue reading →

Equity Mutual Fund Screener Nov 2022: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (November 2022) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our two courses:…

Continue reading →

ETF tracking error screener October 2022

This is an ETF screener based on tracking errors and tracking differences (ETF return minus index return). The screener will help users evaluate how efficiently an ETF has tracked its underlying benchmark. The tracking error is the ETF’s standard deviation minus index monthly return differences. The lower the tracking error, the more efficient the ETF…

Continue reading →

Plot the growth of your mutual fund portfolio with this Google Sheet!

A mutual fund portfolio growth visualiser is now available as an add-on module for our Google sheet-based mutual fund and stock investment tracker. Key features of the portfolio growth visualiser module Requires either the mutual fund or mutual fund + stock investment tracker. (see features below) This is an add-on module to the existing tracker…

Continue reading →

Travel Training Kit: Your Ultimate Guide to Travel

This is an in-depth dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, and how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. The travel training kit (e-book) will include a deep dive analysis into vacation planning, finding cheap…

Continue reading →

Share your personal finance journey with our community and inspire DIY investors!

We invite readers to share their personal finance journey as guest articles with our community.  Your experience and lessons learned will serve as a great inspiration for the DIY investing community. If you prefer, the article will be published anonymously. We are grateful to readers for sharing intimate details about their financial lives for the…

Continue reading →