What is the 'What if' calculator?

The 'What if' calculator is a tool exclusively available to CommSec Margin Lending clients to help you assess your risk before investing in the market.

Whether you are just starting up a margin loan or have an established loan, you can use it to simulate various scenarios to make better decisions when managing your investments. For instance, you can use the calculator to see how a simulated trade will affect your loan portfolio before deciding whether you want to proceed with the trade:

  • Trade (Buy/Sell)
  • Transfers (In/Out)
  • Cash (Top up/Drawdown)
  • Market movements

To use the 'What if' calculator:
  1. Log into your account and navigate to Portfolio > Accounts > Select Margin Loan Account.
  2. Under 'Useful Links' scroll towards the bottom of the page and click on the 'What If Calculator' link.
  3. Select the transaction you would like to simulate.
  4. Complete the necessary details for the transaction you would like to assess.
  5. Click the 'Simulate' button.
For more information on the 'What if' calculator, you can contact us.

Important information

The simulation results provided by the calculator are based on information available at the time of calculation and are subject to change and revaluation. The calculator is for simulation purposes only and should not be relied upon. CommSec and its related entities are not liable for the accuracy of this calculator and does not provide a guarantee on its use.

 

© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

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