Stocks and Shares ISA Calculator and Price Comparison

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Do you currently have a Stocks and Shares ISA portfolio from a previous tax year?

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Please provide an approximate breakdown of your existing Stocks and Shares ISA Portfolio

Guide

This doesn’t need to be super precise value, ballpark estimates is totally fine

🇬🇧 Great Britain

Stocks/ETFs/Index Funds

By UK stocks, we mean a share of any company listed on a UK exchange and denominated in GBP.
A UK ETF means it is listed on the London Stock Exchange, and denominated in GBP, even though it might contain non-GBP assets.
UK Index Funds also known as Tracker Funds means it is passively managed, denominated in GBP, even though it might contain non-GBP assets.

Mutual Funds

A UK mutual fund is managed by a fund manager and denominated in GBP

Ready-Made Portfolios

A ready-made portfolio, or a platform-managed fund is one which your platform has put together for you. They may have matched it to your risk profile or goals by asking you a series of questions first, for example. This is the process robo-advisory services use to match you with recommended investments. Some ready-made portfolios are actively managed, some are passively managed. A UK ready-made portfolio is one that is held within a UK investment account and is denominated in GBP.

Bonds/Gilts

A UK bond or gilt is one that is listed on the London Stock Exchange and denominated in GBP.

🇺🇸 United States

Stocks/ETFs

By US stocks, we mean a share of any company listed on any US stock exchange and denominated in USD.
A US ETF means it is listed on a US stock exchange and denominated in USD, even though it might contain non-USD assets.

🇪🇺 EU

Stocks/ETFs

By EU stocks, we mean a share of any company listed on any stock exchange within the European Union.
An EU ETF means it is listed on a European Union stock exchange and denominated in EUR, even though it might contain non-EUR assets.

Funds

An EU mutual fund is managed by a fund manager and denominated in EUR

Bonds

An EU bond or gilt is one that is listed on a European Union stock exchange and denominated in EUR

🌍 World

Stocks/ETFs

By global stocks, we mean a share of any company listed on any stock exchange outside of the UK, EU or US
A global ETF means it is listed on any stock exchange outside of the UK, EU or US

💷 Cash

Amount

Money that is not invested but is held within your account.

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How much do you plan to invest this tax year in your Stocks and Shares ISA?

Also include an estimate on how many trades for each security

Guide

If you are new to investing or unsure, just allocate your full budget to the UK Stocks/ETFs line and 4 trades (we’ll assume once per quarter). Your full Stocks and Shares ISA allowance for the tax year is £20,000

Notice

The limit to buy is up to £20,000

🇬🇧 Great Britain

Stocks/ETFs/Index Funds

By UK stocks, we mean a share of any company listed on a UK exchange and denominated in GBP.
A UK ETF means it is listed on the London Stock Exchange, and denominated in GBP, even though it might contain non-GBP assets.
UK Index Funds also known as Tracker Funds means it is passively managed, denominated in GBP, even though it might contain non-GBP assets.

Mutual Funds

A UK mutual fund is managed by a fund manager and denominated in GBP

Ready-Made Portfolios

A ready-made portfolio, or a platform-managed fund is one which your platform has put together for you. They may have matched it to your risk profile or goals by asking you a series of questions first, for example. This is the process robo-advisory services use to match you with recommended investments. Some ready-made portfolios are actively managed, some are passively managed. A UK ready-made portfolio is one that is held within a UK investment account and is denominated in GBP.

Bonds/Gilts

A UK bond or gilt is one that is listed on the London Stock Exchange and denominated in GBP.

🇺🇸 United States

Stocks/ETFs

By US stocks, we mean a share of any company listed on any US stock exchange and denominated in USD.
A US ETF means it is listed on a US stock exchange and denominated in USD, even though it might contain non-USD assets.

🇪🇺 EU

Stocks/ETFs

By EU stocks, we mean a share of any company listed on any stock exchange within the European Union.
An EU ETF means it is listed on a European Union stock exchange and denominated in EUR, even though it might contain non-EUR assets.

Funds

An EU mutual fund is managed by a fund manager and denominated in EUR

Bonds

An EU bond or gilt is one that is listed on a European Union stock exchange and denominated in EUR

🌍 World

Stocks/ETFs

By global stocks, we mean a share of any company listed on any stock exchange outside of the UK, EU or US
A global ETF means it is listed on any stock exchange outside of the UK, EU or US

💷 Cash

Amount

Money that is not invested but is held within your account.

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Do you plan to sell any securities this tax year?

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Step 2

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Step 4

How much do you plan to sell this tax year in your Stocks and Shares ISA?

Guide

If you are new to investing or unsure, just leave this section blank

Notice

You can't sell more then you entered in previous steps.

🇬🇧 Great Britain

Stocks/ETFs/Index Funds

By UK stocks, we mean a share of any company listed on a UK exchange and denominated in GBP.
A UK ETF means it is listed on the London Stock Exchange, and denominated in GBP, even though it might contain non-GBP assets.
UK Index Funds also known as Tracker Funds means it is passively managed, denominated in GBP, even though it might contain non-GBP assets.

Mutual Funds

A UK mutual fund is managed by a fund manager and denominated in GBP

Ready-Made Portfolios

A ready-made portfolio, or a platform-managed fund is one which your platform has put together for you. They may have matched it to your risk profile or goals by asking you a series of questions first, for example. This is the process robo-advisory services use to match you with recommended investments. Some ready-made portfolios are actively managed, some are passively managed. A UK ready-made portfolio is one that is held within a UK investment account and is denominated in GBP.

Bonds/Gilts

A UK bond or gilt is one that is listed on the London Stock Exchange and denominated in GBP.

🇺🇸 United States

Stocks/ETFs

By US stocks, we mean a share of any company listed on any US stock exchange and denominated in USD.
A US ETF means it is listed on a US stock exchange and denominated in USD, even though it might contain non-USD assets.

🇪🇺 EU

Stocks/ETFs

By EU stocks, we mean a share of any company listed on any stock exchange within the European Union.
An EU ETF means it is listed on a European Union stock exchange and denominated in EUR, even though it might contain non-EUR assets.

Funds

An EU mutual fund is managed by a fund manager and denominated in EUR

Bonds

An EU bond or gilt is one that is listed on a European Union stock exchange and denominated in EUR

🌍 World

Stocks/ETFs

By global stocks, we mean a share of any company listed on any stock exchange outside of the UK, EU or US
A global ETF means it is listed on any stock exchange outside of the UK, EU or US

💷 Cash

Amount

Money that is not invested but is held within your account.

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Here is what you have told us

Finished

Stocks and Shares ISA Calculator

Do you currently have a Stocks and Shares ISA portfolio from a previous tax year?

Please provide an approximate breakdown of your existing Stocks and Shares ISA Portfolio

🇬🇧 Great Britain

🇺🇸 United States

🇪🇺 EU

🌍 World

💷 Cash

How much do you plan to invest this tax year in your Stocks and Shares ISA?

🇬🇧 Great Britain

🇺🇸 United States

🇪🇺 EU

🌍 World

💷 Cash

Do you plan to sell any securities this tax year?

How much do you plan to sell this tax year in your Stocks and Shares ISA?

🇬🇧 Great Britain

🇺🇸 United States

🇪🇺 EU

🌍 World

💷 Cash

Here is what you have told us

Here are the 3 platforms with the lowest costs that suit your needs