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CoreBalance

Portfolio Dashboard

Interactive Tool

Total Expense Ratio Calculator

Calculate the real cost of your portfolio (weighted average TER) and project the thousands of euros you'll save by avoiding actively managed funds.

1. Your Funds / ETFs

Weighted Average TER

0.142%

This is the average annual fee of your portfolio.

2. Fee Simulation

Projected fee savings

+127,731 €

Final Capital (Index funds TER: 0.142%): 433,622 €
Final Capital (Active fund TER: 1.8%): 305,891 €
Fees paid to the commercial bank: 65,171 €

Ready to optimize your portfolio to the cent?

Once you've calculated your fund costs, use CoreBalance's free calculator to rebalance your weights locally and 100% privately.