Calculators

Multi-manager
calculator

View the asset allocation split of an investment in our multi-manager portfolios.

Use the Multi-manager calculator

How much can I borrow?

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.

Use the How much can I borrow? calculator

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.

Start the pre-paid interest calculator (opens a new window)

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.

Start the transaction simulator (opens a new window)

"Which BT Margin Loan?" comparison calculator

Which margin loan fee structure best suits the way you will operate your loan? Compare the fee structures of the standard BT Margin Loan and the BT Margin Lending_Online loan.

Start the margin lending comarison calculator

BT Margin Loan calculator

Test the potential effect of using a margin loan and regular gearing to increase your investment returns.

Start the margin loan calculator

Risk profiler

When it comes to investing, we all have different attitudes towards risk. Whether investing in shares, property, fixed interest or cash you should carefully consider the level of risk involved in each investment and how you feel about that risk.

Start the risk profiler