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Home / Finance Tools
Finance Tools

Your financial toolkit

Six free calculators for real decisions - plus the Net Worth Tracker, included with the Personal Finance Course.

6 tools free
Net Worth✦SIP Calculator✦Budget Planner✦Goal Planner✦Tax Estimator✦Rebalancing✦Net Worth Tracker✦Net Worth✦SIP Calculator✦Budget Planner✦Goal Planner✦Tax Estimator✦Rebalancing✦Net Worth Tracker✦
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Disclaimer: The tools provided on this page are intended solely for educational and informational purposes. Results are based on simplified assumptions and may not reflect your actual financial situation. Please perform your own independent calculations and, if in doubt, consult a qualified financial professional before making any financial decisions.

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Net Worth Calculator
Add up everything you own and owe — see where you truly stand.
AssetsLiabilitiesFree
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SIP Calculator
Project your mutual fund SIP corpus with optional annual step-up.
CompoundingStep-UpFree
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Budget Planner
Split your income into Needs, Wants and Savings with a suggested SIP.
50/30/20Monthly PlanFree
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Goal-Based SIP Planner
Work backwards from a target amount to find the SIP you need.
Goal PlanningTimelineFree
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Tax Estimator
Estimate income tax under the New Regime for FY 2025-26.
New RegimeLTCG/STCGFree
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Rebalancing Calculator
Compare your current allocation to targets and see what to buy or sell.
AllocationDriftFree
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Net Worth Tracker
Log your net worth monthly and track progress over time with charts.

Available for paid subscribers only. Get access →

Monthly LogChartsPaid
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Mutual Fund Comparing Tool
Compare mutual funds side-by-side using this ready-to-use Excel sheet. Analyse returns, expense ratios, and more.

Available for paid subscribers only. Get access →

ExcelPaid
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Indian Stock Valuation Dashboard
Evaluate Indian stocks with key valuation metrics — PE, PB, and more — in one structured Excel dashboard.

Available for paid subscribers only. Get access →

ExcelPaid
Tool 01
Net Worth Calculator
Add up everything you own and owe.
Assets
Liabilities
Tool 02
SIP Calculator
Project your mutual fund SIP corpus.
Enable Annual Step-Up
Tool 03
Budget Planner
Split your income using the 50/30/20 framework.
Total: 100% ✔
Needs (50%)₹50,000
Wants (30%)₹30,000
Savings (20%)₹20,000
Suggested Monthly SIP₹14,000
Tool 04
Goal-Based SIP Planner
Work backwards from a target to find the monthly SIP you need.
Tool 05
Tax Estimator
FY 2025-26 · New Regime
Head 1 - Salary
Standard deduction of ₹75,000 applied automatically
Head 2 - Business / Profession
Head 3 - House Property
Head 4 - Capital Gains
Head 5 - Other Sources
Tool 06
Rebalancing Calculator
Compare your current allocation to targets.
Current Holdings
Portfolio Total: ₹0
Target Allocation %
Target Total: 100% ✔
Tool 07
Net Worth Tracker
Sign in to your tracker

New user? Enter any name and PIN — your tracker is created automatically. Data is stored locally in your browser.

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Your charts will appear here
Sign in and log your first month to get started