Investment Forecast

Enable your customers to generate a stochastic investment forecast over time with results in either current or future values. The forecast is based on an initial sum, regular contributions and or withdrawals, any initial, tiered and ongoing annual charges, taxation basis, term of investment and the funds or assets that the money is invested in.

The other APIs in our Investment suite are upgrades to the Simple Forecast. Each provides additional insights to your customers.

Try it out

Use the inputs below and click ‘Calculate’ to demonstrate sample results from this API:

£
%

Initial charges

%
£
%

Annual charges

£

Accumulation taxation basis

Fund 1 of 1

£
%
%
%
£
%

Forecast options

Get this API

To get immediate access to this or any other of our APIs, just sign in to our API Store and download the relevant files and documentation.

Go to the API Store