Digital product ★ Popular Beginner

Mutual Fund & SIP Tracker with Goal Planner (Excel)

Track every SIP, lump sum and redemption — fund-wise XIRR, portfolio XIRR, asset allocation and progress towards each goal.

₹249 ₹49950% off

You save ₹250

Instant download / template link
Instant access after payment
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Lifetime accessRe-download any time from your account

Real supportWhatsApp & email help

What you get

Units, invested amount and current value for every fund
XIRR for each fund and for the whole portfolio
Equity / debt / hybrid / gold allocation
Goal planner with inflation-adjusted targets and the SIP needed
Monthly SIP total

Look inside

Tap any image to see it full-size — then zoom in to read every detail.

About this product

See whether your SIPs are really working. Log transactions once and the tracker shows fund-wise XIRR, your asset mix and how close you are to retirement, your child's education or a house.

What's inside

Funds — up to 25 funds with category, AMC, goal tag and latest NAV; units, invested, current value, gain, absolute return, XIRR and weight are automatic.
Transactions — 800 rows for SIP, lump sum and redemption; units are calculated from amount ÷ NAV and redemptions reduce cost correctly.
Goals — target amount in today's rupees, target date, inflation and expected return → future target, progress and SIP needed per month.
Dashboard — value, invested, gain, portfolio XIRR, latest month's SIP, asset allocation pie, fund table and goal progress bars.
Sample portfolio of 7 funds with 4+ years of SIPs.

Who it's for

SIP investors with several funds
Families planning for goals
Anyone who wants the right return number (XIRR)

Format

Works in Microsoft Excel (2010 or later), Google Sheets and LibreOffice Calc. Instant download after payment — available any time in your account.

How it works

1
Pay securely
UPI, cards or net banking — checkout takes under a minute.
2
Get instant access
Your download appears in your account immediately, and the link is emailed to you.
3
Start using it
Open the file and follow the built-in “Start here” guide.

Frequently asked questions

How do I receive it?

Right after payment the download appears in your account, and a download link is also sent to your email. No waiting.

Which software do I need?

Microsoft Excel 2010 or later, or the free Google Sheets (upload to Google Drive → Open with Google Sheets) or LibreOffice Calc. No macros or add-ins are needed.

Can I use it on my phone?

Yes — open it in the free Excel or Google Sheets app. Entering lots of data is easier on a computer, but you can check your numbers anywhere.

Can I share or resell it?

The licence is for your own personal or internal business use. Sharing or reselling the file is not allowed.

Is this investment advice?

No. All our products are for education. They do not recommend buying or selling anything, and trading always involves risk of loss.

What if I need help?

Message us on WhatsApp or email — a real person will help you set it up.

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BullishBrush provides stock market education only. We are not a SEBI-registered investment adviser or research analyst and do not give buy/sell recommendations or tips. Investments in securities markets are subject to market risks; read all related documents carefully before investing. Past performance does not guarantee future results.