Wednesday, September 28, 2022
HomeMutual FundPlot the expansion of your mutual fund portfolio with this Google Sheet!

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


A mutual fund portfolio development visualiser is now accessible as an add-on module for our Google sheet-based mutual fund and inventory funding tracker.

Key options of the portfolio development visualiser module

  • Requires both the mutual fund or mutual fund + inventory funding tracker. (see options beneath)
  • At present, the portfolio visualiser is just for mutual fund portfolios and never inventory portfolios.
  • Routinely plots the expansion of fairness and debt mutual funds (asset-wise or whole portfolio) from the day you began investing in them* through Google sheet scripts (macros). *On or after April third 2006.
  • There is no such thing as a have to run the macros manually. Simple set-up directions are included for speedy plotting and weekly updates.
  • All mutual fund transactions – of present funds and redeemed funds – may be accounted for whereas plotting the portfolio development.
  • You may add any benchmark information for comparability. A benchmark portfolio is created assuming you bought or redeemed the identical quantities on the identical dates as you probably did in your MF portfolio.
  • The addition and updating of benchmark information are handbook, however the comparability is computerized with out requiring any script. That is one up on our earlier technique: Learn how to benchmark your mutual fund portfolio.
  • The add-on module is priced at Rs. 200 solely (one-time buy). Each current customers of the Google sheets tracker and new customers can buy this anytime.
  •  Keep in mind that the portfolio visualiser is a heavy sheet that must be inserted into your current tracker file. Whereas utilizing it, please don’t hold too many browser tabs open.
  • Clear video directions for implementation are given beneath.

Key options of the freefincal mutual fund and inventory tracker (major sheet)

In the event you shouldn’t have the principle sheet, you’ll be able to try key options and think about the demo guides beneath. All of the options are listed right here: Google sheet-based mutual fund and inventory funding tracker.

  1. A non-public, all-in-one-place tracker that’s impartial of our computer systems.
  2. Quick and functionally superior to our earlier Excel-based trackers.
  3. Utterly open-source with no hidden formulae. It may be personalized at will.
  4. Simple to share with our life companions as a part of our continuity kits. See: Learn how to assist our life companion handle cash in our absence.
  5. Up to date with present NAV on opening the sheet.
  6. New SIP transactions will likely be robotically accessible (see screenshots and directions beneath). When you have a number of SIPs, this sheet may be duplicated to keep up separate data.
  7. Whole fairness and debt fund worth may be plotted robotically on a day by day/weekly/month-to-month foundation (no have to hold the sheet browser tab open!)
  8. General portfolio annualized return (fairness + debt), total fairness and debt annualized returns accessible.
  9. A fundamental goal-analysis sheet for ball half estimation of monetary purpose progress. The present funding worth is auto-updated for revised estimates.
  10. Rapidly discover the NAV for any fund since third April 2005 to enter lump sum transactions.
  11. The sheet comes with two monetary purpose dashboards: one for retirement and one for kids’s future. It may be duplicated or customised for different objectives.
  12. These utilizing a unified portfolio (similar investments for a number of objectives) may also use the sheet.
  13. Two variants can be found: One for mutual funds and one other for mutual funds and shares. The beforehand revealed inventory tracker is built-in with this sheet. It provides the annualised return of particular person shares and of the general portfolio after bearing in mind all company actions like dividends, splits and so forth., precisely as per SEBI norms avoiding the errors made by many inventory portfolio trackers.
  14. All future bug updates and model updates will likely be made accessible to customers. To make sure you obtain these updates, add this e-mail handle to your contact checklist: pattu {AT} freefincal {DOT} com.
  15. Inexpensive! The MF tracker prices solely Rs. 500. The Mutual fund and Inventory Tracker Prices solely Rs. 800. It is a one-time buy.
  16. We’re open to characteristic options if they’d assist a large variety of customers.
  17. 100% pores and skin within the sport: we’re utilizing this sheet to trace all our mutual fund and inventory investments.
  18. For help and suggestions contact: freefincal {AT} Gmail {Dot} Com
  19. Get this sheet totally free! => A brand new instrument to match 5 MF portfolios & discover overlapping shares

Screenshots of the portfolio visualization module

After the Google sheet macros (scripts) are run, the ultimate graph will appear like this. This reveals the evolution of my son’s future portfolio in contrast with Nifty 50 TRI. For fund particulars, see: Classes from investing for my son’s future for the final 12+ years

Since inception mutual fund portfolio for my son's future compared with Nifty 50 TRI
Since its inception, the mutual fund portfolio for my son’s future in contrast with Nifty 50 TRI.

That is how the module will look on buy. It has Nifty 50 TRI information from April third 2006 to eighth Sep 2022. You may obtain information past this information from the hyperlink offered and append it to those columns.

Screenshot of the mutual fund portfolio visualization module
Screenshot of the mutual fund portfolio visualization module

Directions Guide

Please observe the video on easy methods to arrange the portfolio visualization module.

The steps are:

  1. After buy, you can be directed to a Google sheets “copy” web page. You should like “Make a duplicate” in your Google drive.
  2. Open the copied file. Proper-click on the “portfolio visualization” sheet and choose “copy to” –> “Present Spreadsheet”.
  3. Choose the identify of your freefincal sheet tracker.
  4. Now open the freefincal sheet tracker and navigate to the newly added sheet.
  5. Change the identify from “Copy of Portfolio Visualization” to “Portfolio Visualization”.
  6. Within the Portfolio Visualization sheet, change cell “A2” to the identify of the sheet you want to monitor. For instance, whether it is “retirement”, set it as “retirement”. Whether it is “baby”, set it as “baby” and so forth.
  7. Steps 5 and 6 are essential. You’ll get script errors if these are carried out accurately.
  8. Now return to the  Portfolio Visualization sheet (newly procured module).
  9. In the principle menu, click on on Extensions –> App Scripts.
  10. You see three scripts: (a) Plotportfolio.gs, (b)RunNow.gs and (c) set-trigger.gs
  11. Now to the principle tracker sheet and in the principle menu, click on on Extensions –> App Scripts.
  12. On the left pane, subsequent to “Information”, you will notice an “AZ” and a + signal. Click on on the + signal and choose script.
  13. A brand new script file will likely be created. Rename the file on the left pane to PlotPortfolio and take away the 2 strains of code in the principle physique.
  14. Copy your complete contents of the Plotportfolio.gs from the Portfolio Visualization sheet (newly procured module) and paste it into the brand new script file.
  15. Repeat the method for the 2 different script information: b)RunNow.gs and (c) set-trigger.gs
  16. Choose set-trigger.gs and hit “Run” within the prime menu. Triggers to robotically replace the portfolio chart within the early hours of every Saturday will likely be created.
  17.  In the event you want to see the chart instantly, choose set-trigger.gs and hit “Run”.
  18.  Test again after an hour. The portfolio chart will likely be prepared.
  19. In the event you want to enlarge the chart in its personal sheet, choose the chart; click on on the there dots to the highest proper and choose “Transfer to personal sheet”.

Get the Mutual fund portfolio visualization module (add on for Google sheets tracker) for Rs. 200 solely (one-time buy)

When you have not but bought the principle sheet, please scroll down.

Video guides for the principle sheet

Mutual Fund Portfolio Monitoring

Learn how to benchmark your mutual fund portfolio

Inventory Portfolio Monitoring

Get the freefincal mutual fund and inventory tracker!

After buy, you can be directed to make a duplicate of the Google Sheet. Please make a duplicate after which proceed coming into transactions.

Click on to pay Rs. 800 and get the freefincal mutual fund and inventory screener
Click on to pay Rs. 500 and get the freefincal mutual fund screener

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