Margin lending calculators

Use our margin lending calculators to assess how a borrowing-to-invest strategy would work for your client.

Margin Loan prepaid interest calculator

The Margin Loan Prepaid Interest calculator enables you to conveniently produce a quote to prepay your margin loan’s interest. Using the step by step guide, you can obtain a prepayment quote with competitive interest rates and convenient payment methods.

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BT Margin Loan calculator

Calculate the potential net value of a geared investment after you've repaid your borrowings and after you've paid tax on the income generated from the investment. Also identify the dependencies and risks of a geared investment.

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"How much can I borrow?" calculator

Calculate the amount that you could borrow as a margin loan based on different investment scenarios, and identify the amount of equity you need to support your investment.

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Transaction Simulator

The Transaction Simulator allows you to prepare a 'real time' outcome of transactions or market movements, and their effect on your portfolio and margin loan. The simulator allows you to experiment with different possible transactions or market movement, so you can find the best solution or risk profile for your portfolio and margin loan.

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