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Investment Calculator

With the Investment Calculator, you can simulate all conceivable scenarios of asset investment - from a one-time investment of an amount including interest to savings plans and regular capital withdrawals.

The clear charts show the development of investment amounts and value growth at a glance.

Point with the mouse to a column in the chart to display the exact values.

You can switch from bar chart to tabular representation at any time. By using the icons on the right above the chart, you have the following configuration options:

Element

Description

Click "Chart" icon to switch from a table view to the chart view.
(The icon is only enabled if the table is currently displayed.)

Click the "Table" icon to switch from the bar chart view to the table view.
(The icon is only active if the bar chart is currently displayed.)

Click this icon to configure further settings in the "Settings" dialogue window.

  • Front-end load in %
    Enter the front-end load to be taken into account in percent.
  • Management fees in %
    Enter the management fees to be considered in percent.
  • Table setting
    Set the intervals for the display in the table. You can switch between the year or month view.

You have the following additional setting options especially for savings plans:

  • Management fees in %
    Enter the management fees to be taken into account in percent.

"In advance" or "In arrears" setting Select the relevant calculation method.

Finally, click the "Apply" button to close the dialogue window and apply the settings.

Alternatively, you can also open the Investment Calculator via the menu item "Foreign exchange", "FX Calculator" in the navigation pane of the "Markets" area.

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