Launch offer: extra 20% off everything with code LAUNCH20 · Instant download
Draftstack
SIP, Goals & Net Worth Tracker
Excel & Sheets

SIP, Goals & Net Worth Tracker

See how your SIP can grow with yearly step-up, find the monthly SIP needed for each life goal, and track your net worth and portfolio month by month.

₹199₹449Save ₹250 (56%)
Inclusive of all taxes · One-time payment · Instant download
Extra 20% off with code LAUNCH20 at checkout
Instant downloadOn screen + email
Secure paymentUPI · Cards · Net Banking
7-day helpFix or refund if faulty
Perfect for
First-time investorsSalaried professionalsFamilies planning big goals
What you get2 × .xlsx (blank + sample)
Works withMicrosoft Excel · Google Sheets · WPS Office
DeliveryInstant download
LicencePersonal & own-business use

One file to plan and track your money: how much to invest, for which goal, and whether your wealth is actually growing.

Inside

  • SIP calculator with yearly step-up and lumpsum, year-by-year table and chart, and value in today's money after inflation
  • Goal planner: education, home, car, retirement; future cost with inflation and the monthly SIP needed for each
  • Net worth tracker: assets and liabilities for 12 months with monthly change
  • Portfolio: investments by type with gains and allocation pie

Returns are assumptions for planning, not guarantees. This is not investment advice; consider a SEBI-registered adviser for personal advice.

What's inside

Everything you get

01

SIP Calculator

Step-up SIP, lumpsum, inflation-adjusted value and chart

02

Goal Planner

Up to 10 goals with future cost, monthly SIP and lumpsum needed

03

Net Worth

9 asset and 6 liability types across 12 months

04

Portfolio

Up to 40 investments with gains and allocation by type

Files in your download

  • SIP_Goals_NetWorth_Tracker.xlsx183 KB
  • SIP_Goals_NetWorth_Tracker_SAMPLE.xlsx183 KB
How to use

Start in 4 simple steps

A step-by-step guide is also included inside your download.

  1. 1

    Try the SIP calculator

    Change amount, years and step-up to see the difference

  2. 2

    List your goals

    With today's cost and years to go

  3. 3

    Update net worth monthly

    Takes 5 minutes

  4. 4

    Review your allocation

    Every quarter

FAQ

Questions about this product

Which return should I assume?

Use conservative numbers; the file lets you test different assumptions. Past returns don't guarantee future returns.

Does it connect to my demat or bank?

No. You enter values yourself, so your data stays private.

How do I get the files after payment?

A download button appears on screen right after payment, and the link is emailed to you. You can also download again any time from My account.

Can I use it on my phone?

Yes. It works with Microsoft Excel, Google Sheets, WPS Office. Free mobile apps are enough.

What if something does not work?

Write to us within 7 days with your order number. We will fix it, send a working file, or refund you.

Our promiseEvery file is tested before launch. If something doesn't work, we fix it or refund you within 7 days. Refund policy
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₹199₹449