About this product
You've got one app tracking stocks, another for expenses, and net worth is just a guess in your head. They never talk to each other.
This workbook fixes that — your entire financial life in one Excel file, and almost everything calculates itself.
What's inside:
📈 Stock Portfolio System — every stock, SIP, dividend, and watchlist entry in one place. Profit, XIRR, CAGR — all formula-driven, zero manual math.
🧾 Personal Finance System — log one transaction, and Income, Expenses, Budget, and Emergency Fund update automatically. No double entry, ever.
🏠 Live Dashboard — Net Worth, Portfolio Value, Savings Rate, Financial Health Score — 10 key numbers and 5 composite scores, one screen.
⚖️ Auto-Rebalancing — set your target allocation once, and the sheet tells you exactly what to buy or sell to get back on track.
🎯 Goal Tracker — enter a target and date, and it calculates the exact monthly SIP you need to hit it.
The numbers:
- 15 working tabs
- 2 complete systems (Stocks + Personal Finance)
- 0 VBA, 0 macros — works on any computer, forever
- 1 habit required: log transactions, update prices weekly — the rest runs itself
This isn't a generic budget template. It's a system that tracks every rupee's move — without turning you into an accountant.
