IV Calc

Beta

IV Calc

Hello, savvy investor!
Investing can be a maze with market uncertainties and endless variables. While investment returns are not guaranteed, investment fees and charges are. And for a DIY investor, investment fees can be perplexing. IV Calc helps you navigate this jungle by comparing 27 different platforms and plans. Our calculator is based on fees as of August 1, 2023.
Getting started is a breeze. Select your options on the left sidebar, click "Run Comparison," and let the magic happen. You can change your investment needs, switch between wrappers to suit your needs and re-run the calculator
A quick word of caution
IV Calc is an educational project, not a financial advisor. Do your homework, understand the risks, and take charge of your investments. We're not responsible for losses.
This is Beta version 2.0, so there might be a few bugs. Reach out to [email protected] or visit our GitHub to report issues.
Made during my summer after GCSEs. Looking for CS work experience. Contact me at [email protected] if you can help. Would be greatly appreciated!
Created by Arnav Nagpure
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Results
Simulation run over 15 years
Hover over a graph point for more info
    Portfolio
      Funds
      Shares
      Initial Amount
      £0
      £0
      Number Held
      0
      0
      Monthly Addition
      £0
      £0
      Yearly Trades
      0
      0
Summary

ISA

JISA

Direct

SIPP

Total Earned (No Charges)
£--
Cheapest Platform
--
Lowest Charge
£--
Click a block for more info
Slide right for more
More on Fidelity
ISA
JISA
Dir
SIPP
    Wrapper Fees
      ISA
      £0
      JISA
      £0
      Direct
      £0
      SIPP
      £0
      *Charge per year
    Extra Fees Shares
      Share Transaction Fee
      £0
      Share reduced Transaction Fee
      £0
      Dividend Reinvest Fee
      £0
    Extra Fees Funds
      Fund Transaction Fee
      £0
      Fund reduced Transaction Fee
      £0
    Extra info
One free monthly trade, Junior ISA is free with main account,Ex. US/UK Share transcations cost £19.99 per trade
    Transaction Fee Breakdown
    £14500
Funds/Shares held × Platform Charge = Inital buy in cost
100 shares × £11.40 = £1140
100 Funds × £11.40 = £1140
Transaction Cost Reduced × Trades Per Year × Years = Total Transaction Cost
£11.40/Share × 14 × 15 = £2394
£11.40/Fund × 14 × 15 = £2394
    Normal Fees
    £14500
Platform Charge For ISA £50
×
Years Used 17
+
Share Divident Reinvest Fee £121.50
    Normal Fund Fees
£0 (scroll down for more)
    Normal Share Fees
£0 (scroll down for more)