Tools to assist investors

Tools to assist investors

Tools, simulators and calculators that will help you make your investment decisions.

Investment funds

Search engine

Search engine
Find the Investment funds best suited to your investor profile with our advanced search engine. We have an investment fund made to measure for you!

Open investment fund search engine

Comparison

Comparison
Allows a comparison between up to four Investment funds and a reference rate.  

Open Investment Fund Comparison

Portfolio

Tool Basket

Creates a portfolio that conforms to your investor profile and simulates its return over a certain time period. Remember that the key is  diversification .

Open investment fund portfolio

Investment Calculator

Investment calculator
Calculates the return of an investment according to a percentage of interest and investment period.

Open Investment Calculator

Pension plans

Search engine

Search engine
Find the pension plans that best suit your investor profile with our advanced search engine. We have a pension plan made to measure for you!

Open Pension Plan Finder

Comparison

Comparison

Allows a comparison between up to four pension plans and a reference rate.

Open Pension Plan Comparison

Portfolio

Tool Basket

Creates a portfolio that conforms to your investor profile and simulates its return over a certain time period. Remember that the key is  diversification .

Open Pension Plan Portfolio

Investment Calculator

Investment calculator
Calculates the return of an investment according to a percentage of interest and investment period.

Open Investment Calculator

Public Pension Calculator

Public Pension Calculator

This calculator, adapted to latest reforms of the Social Security Institute, permits you to know the forecast date of retirement and the public pension that a person will receive as from this time.

The calculator  takes into account the new revaluation index of pensions and the sustainability factor  introduced by the Government in the latest reform on pensions of the Social Security Institute.

Open Public Pension Calculator

Defined Contribution Simulator

Simulator
This simulator will help you plan your payments so that you can enjoy the standard of living you would like to have when you reach retirement. With it, you will be able to know the tax impact of different repayment options:
  • Calculate the contributions required in order to obtain the pension you want on the date of your retirement.
  • Calculate the tax saving obtained during the first year with this contribution.
  • Estimate the level of income that you will have when you retire - the sum of the state Social Security pension, plus an estimated life annuity income from the savings accumulated in Pension Plans or Voluntary Social Welfare Entity (EPSV) Plans.
  • Choose the Pension Plan that best suits your investor profile.

Open Pension Plan Contribution Simulator

Simulator of charge of plans

Simulator
This simulator will help you to plan the best way of collecting the benefit of your Pension plan/EPSV, in accordance with your needs, at the moment of retirement. With it you will be able, among other things:
  • Know the tax impact of different repayment options:
    •  Principal .
    •  Annuity  (term up to 20 years).
    •  Balanced  (principal for the consolidated rights up to 12/31/2006 and annuities for the rest).
    •  Optimal  (repayment option that minimizes tax payments when repaying the loan).

Open Pension Plan Benefit Simulator

Calculators

Investment Calculator

Investment calculator
Calculates the return of an investment according to a percentage of interest and investment period.

Open Investment Calculator

Public Pension Calculator

Public Pension Calculator

This calculator, adapted to latest reforms of the Social Security Institute, permits you to know the forecast date of retirement and the public pension that a person will receive as from this time.

The calculator  takes into account the new revaluation index of pensions and the sustainability factor  introduced by the Government in the latest reform on pensions of the Social Security Institute.

Open Public Pension Calculator