How-To Guides
Step-by-step walkthroughs of WealthTicker's screeners, trackers and calculators, each with a worked example.

Ask for mutual funds in plain English: how it works
16 Oct 2026
Type 'safe large cap funds with low fees' and get an editable screen. What the AI translates, three example requests with live results, and what it will not do.
How-To GuidesInvesting Strategy
Backtest a SIP or lumpsum in any mutual fund
16 Oct 2026
Every fund page has a free backtest that runs a SIP or one-time investment through the fund's real NAVs. A worked UTI Nifty 50 example, as of 15 Oct 2026.
How-To GuidesInvesting Strategy
Mutual fund category rankings: how the lists are built
16 Oct 2026
Each 'Best' category page ranks Direct Growth funds by 3-year CAGR and refreshes within the hour. How it works, and what the ELSS list shows on 15 October 2026.
How-To GuidesFund Returns
Capital gains tax calculator for mutual funds and shares
16 Oct 2026
A ₹3 lakh gain costs ₹22,750 on equity funds held 18 months and ₹93,600 on a debt fund. How the capital gains tax calculator gets there, for six asset types.
How-To GuidesTax
Mutual fund overlap check for the funds you already hold
16 Oct 2026
Check stock overlap between your funds on the compare page or your imported portfolio. Four real funds: pairs from 1.5% to 67.2%, a 26.4% average.
How-To GuidesPortfolio HoldingsInvesting Strategy
Compare mutual fund houses: AUM, schemes and costs
16 Oct 2026
Each fund house page shows AUM, industry rank, schemes, top funds and costs. A worked comparison of Franklin Templeton and Canara Robeco, ranked 18th and 19th.
How-To GuidesFund Industry
CTC breakdown calculator: check an offer line by line
16 Oct 2026
Two ₹18 lakh offers, ₹12,000 a month apart in hand. The CTC breakdown calculator shows why, line by line, and how it differs from the simpler salary calculator.
How-To GuidesTax
Debt to GDP explorer: compare India with any country
16 Oct 2026
Use the debt-to-GDP explorer to set India beside up to nine other countries, read IMF projections and go back to 1861. India's debt: 84.3% of GDP in 2025.
How-To GuidesMarket Recap
Direct vs regular calculator: price your fund's commission
16 Oct 2026
Pick a scheme and the calculator fills in AMFI's two TERs. A worked example: Mirae Asset Large Cap's 0.94-point gap costs ₹11.88 lakh over 20 years.
How-To GuidesCosts & Fees
Embed free financial calculators on your website
16 Oct 2026
How to embed any of 87 calculators on your own site: copy the snippet, keep the credit line, and know what the frame shows. Worked example: the SIP calculator.
How-To GuidesPersonal Finance
Emergency fund calculator: how many months you need
16 Oct 2026
The emergency fund calculator starts at six months of essentials and moves between 3 and 12. On ₹60,000 a month, that is ₹2.4 to ₹7.2 lakh. Each rule shown.
How-To GuidesPersonal Finance
FII DII data: how to read daily and monthly flows
16 Oct 2026
Read the FII and DII data page in three steps: the day cards, the 30-day table and the monthly totals. Worked example: FIIs' 15-session sale to 15 October 2026.
How-To GuidesFII & DII Flows
Financial freedom calculator: test a plan end to end
16 Oct 2026
How the financial freedom calculator joins a step-up SIP and an inflation-linked SWP on one timeline, with a worked example and the inputs that break it.
How-To GuidesRetirement
Goal calculator vs years to goal: SIP needed or time needed
16 Oct 2026
Two calculators for one goal: what SIP a ₹20 lakh goal in 7 years needs (₹22,786), and how long ₹15,000 a month takes. Inputs, outputs and limits.
How-To GuidesPersonal Finance
Gold price today in India: how the 24K rate is worked out
16 Oct 2026
How the gold and silver price page turns a COMEX spot rate into an India rate with 15% duty and 3% GST. Worked example: 24K at ₹1,51,847 per 10 g, 15 Oct 2026.
How-To GuidesGold & Silver
Mutual fund star ratings: how WealthTicker builds them
16 Oct 2026
Four percentiles, four weights, one more ranking, five bands. Two funds' star ratings rebuilt step by step from their stored inputs, as of 15 October 2026.
How-To GuidesFund Returns
Impact of 1% calculator: what one point of return costs
16 Oct 2026
One point less return on a ₹20,000 monthly SIP for 25 years costs ₹61.41 lakh, 16.2% of the corpus. How the impact of 1% calculator works and how to read it.
How-To GuidesCosts & Fees
Income tax calculator FY 2026-27: every line explained
16 Oct 2026
How the income tax calculator turns ₹15 lakh of taxable income into ₹1,09,200 of tax under the new regime: slabs, §87A rebate, marginal relief, surcharge, cess.
How-To GuidesTax
Mutual fund flows and NFOs: using the Insights page
16 Oct 2026
The Insights page in five parts: open NFOs, sector mix, estimated flows by category, fund-house AUM share and recent changes. Liquid funds took ₹59,392 cr.
How-To GuidesFund Industry
Loan prepayment calculator: cut the tenure or the EMI?
16 Oct 2026
₹5 lakh prepaid on a ₹40 lakh, 8.5% home loan saves ₹10.51 lakh of interest if you keep the EMI, ₹3.86 lakh if you cut it. The prepayment calculator, explained.
How-To GuidesPersonal Finance