How-To Guides

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

Step-up SIP calculator: inputs, outputs and an example
16 Oct 2026
How the step-up SIP calculator works: its five inputs and limits, a worked ₹10,000 example (₹33.74 lakh vs ₹23.23 lakh flat) and what it leaves out.
How-To GuidesInvesting Strategy
STP calculator: modelling a debt-to-equity transfer
16 Oct 2026
How the STP calculator works: four inputs, the vs-lumpsum figure, and why ₹12 lakh moved at ₹1 lakh a month ends ₹34,332 behind a day-one lumpsum at a flat 12%.
How-To GuidesInvesting Strategy
SWP calculator: how long will a corpus last?
16 Oct 2026
How the SWP calculator works: four inputs, the year-by-year table, and why ₹20 lakh paying ₹15,000 a month lasts 27.6 years at 8% but 14.2 with a step-up.
How-To GuidesRetirement
Tax-loss harvesting calculator: why set-off order matters
16 Oct 2026
Booking ₹2 lakh of equity losses cut a ₹98,150 tax bill to ₹60,450 in the calculator's default case. How it applies losses, and the ₹11,700 a wrong order costs.
How-To GuidesTax
Term insurance calculator: life value vs needs method
16 Oct 2026
On ₹20 lakh of income the term insurance calculator suggests ₹4.20 crore of cover: income replacement gives ₹4.20 crore, needs ₹2.70 crore. Both worked.
How-To GuidesPersonal Finance
Track mutual funds with a CAS import: step by step
16 Oct 2026
Import your CAS PDF and see every folio priced at the latest NAV, with cost, gain and XIRR. A walkthrough using a hypothetical five-fund statement.
How-To GuidesPersonal Finance
WealthTicker home page: what each block shows
16 Oct 2026
A tour of the home page: the plain-English fund search, the counters, the top-funds list, NFOs and the Market Pulse ticker, with how fresh each one is.
How-To GuidesFund Returns
Where every number on WealthTicker comes from
16 Oct 2026
The methodology and glossary pages in one walk-through: data sources, NAV cleaning, CAGR, Sharpe at 6.5% and the star formula, checked on two mid-cap funds.
How-To GuidesFund Returns
Which mutual funds hold a stock: using the stock pages
16 Oct 2026
Look up a stock and see every mutual fund that owns it, at what weight and for how many rupees. A worked Larsen & Toubro example, September 2026 disclosures.
How-To GuidesPortfolio Holdings
XIRR calculator: how to enter your cash flows
16 Oct 2026
Using the XIRR calculator: signs, dates, the current-value row, a worked example at 11.27%, and three entry mistakes that turn it into -57.42% or -2.86%.
How-To GuidesFund Returns