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What-If Calculator

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What-If Calculator

To help you manage your facility and understand any sensitivities, we've designed the new 'What-If' calculator to better examine the impact of price movements or prospective transactions. You can run different scenarios such as:

  • Individual price fluctuations 
  • Buy or sell transactions
  • Security transfers (in or out)
  • Security ratio changes
  • Or all of the above at the same time

Follow the steps below to start your calculations.

How to use the calculator

Step 1 - Using the + Add Current Holding button, add your current holdings and/or cash to set your initial position.

Step 2 - Click on the "What If" tab from the top right-hand side.

Step 3 - Use the Plus Nel to simulate new transactions, cash movements or security transfers. 

Step 4 - Click on security Price or LVR to alter the values and see how your facility would be impacted. Or use the Graph Nel button to make a constant % change to the value of your entire portfolio.

Helpful tips:

Transaction Nel This tab allows you to delete individual transactions or changes.

Circle Nel Use this button to reset the calculator back to your initial position.

Print Nel Use the printer button to generate a PDF that shows both the initial and changed positions.

Contact us



1300 135 145
(from outside Australia:
+61 3 8903 9912)


Monday - Friday
8.30am - 5.00pm (AEST/ADST)