Advising

Adviser tools

Cash Flow Tool

To assist you in selecting the XTBs to include in a client’s investment portfolio, the Cash Flow tool allows you to model the cash flows of the XTBs over the investment life.

Key features:

  • Select Fixed or Floating XTBs
  • Select a portfolio of up to 10 XTBs
  • View your portfolio summary
  • Sort XTBs selected by yields
  • View your cash flow schedule
  • Interactive charting of cash flow over time
  • Email or share results with your clients

Advanced Cash Flow Modelling Tool (Advisers only)

This tool allows you to gain further detailed analysis of the portfolio, to assist you in implementing your client portfolio. This version offers additional features not available on the website tool.

How is it different?

  • Offers flexibility in the date ranges selected
  • Includes credit ratings
  • For Floating Rate XTBs – control and change interest rate expectations
  • Detailed cash flow modelling and schedule
  • Analysis summary: Sector, Credit Ratings, Portfolio Weightings

 

Contact the Sales Team for the current version.

Yield Calculator

The yield calculator helps you to calculate the Yield of an XTB based on the traded price.

The yield calculator has been designed to show:

  • Yield to Maturity for available Fixed Rate XTBs
  • Current Yield for available Floating Rate XTBs
  • Trading Margin for available Floating Rate XTBs

Enter the market price for your chosen XTB into the calculator and you will see the following:

  • Yield to Maturity or Current Yield based on market price
  • Trading Margin for Floating Rate XTBs
  • Clean price (market price less accrued interest)
  • Accrued interest
  • Key dates (including ex-dates)
  • Reverse calculation function
  • Email or share results with your clients

Fact Sheets

Our range of Fact Sheets allow you to continually build on your knowledge of XTBs and the fixed income market. They can also be used to assist in the education of your clients about the products and strategies you are implementing.

We offer the ability to co-brand or white label these Fact Sheets, please contact the Sales Team to discuss this further.

Looking for CPD hours?

Advisers may receive up to 7.5 hours of CPD with the range of XTB materials:

  • Face to Face Presentations
  • Webinars
  • Read the relevant PDS and complete a short quiz
  • Read the White Paper and complete a short quiz

Find out more about CPD hours

CPD Hours available with XTB material

Contact us

To dicsuss any of these tools, please contact us on advisers@xtbs.com.au or call us on:

xtb-phone-icon 1800 995 993 

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Cash Flow Tool

Build an XTB portfolio and map your cash flows

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Yield Calculator

Calculate the yield for fixed or floating coupon XTBs

Calculate now

Fact Sheets

Learn more about XTBs and the fixed income market

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