Tools and Calculators

Our tools and calculators have been created to help you make better investment decisions. You can calculate your tax, draw up a budget and calculate how much you need to retire:

Tax calculator

This tax calculator will help you calculate and compare your monthly income tax based on the latest available tax tables and the previous year’s tax tables, taking into account the most common income sources and deductions. Planning for your finances requires the expert help of a financial adviser. It is important that you discuss the impact of the budget announcements on your finances with your financial adviser before you make any financial decisions based on it.

Retirement calculator

Our Retirement Calculator allows you to work out whether you are saving enough to achieve your future retirement goals. You can enter details such as your age and when you plan to retire, to work out how much you should save to reach your goals.

Budgeting tool

To create and build your wealth, you need to work out how much money you are able to invest after your expenses. You can use this tool to work out exactly how much you can afford to invest.

Market indicators

No matter how sound your investments are, there will be periods where even these will fluctuate in value. This can make measuring your portfolio’s performance more difficult, and is the reason why benchmarks, in the form of market indicators, are so popular.

Risk portrait

Everyone feels differently about risk, so it is important to understand your attitude to risk when choosing which investment is best for you. The risk portrait helps determine your attitude to risk.

Interactive fund fact sheets

The interactive fund fact sheets tool offers not only a consolidated view of how your chosen fund is performing when compared directly with the sector average, but also the ability to determine the fund’s performance over various periods by plotting it on a graph.

Fund search and compare

You can use the fund search and compare tool to search for funds on Discovery Invest’s platform and compare the historic performance of a variety of funds in order to provide you with a clearer idea of which funds to invest in.

Log in