> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.sigmacomputing.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.sigmacomputing.com/_mcp/server.

# Financial functions

> Browse Sigma financial functions available in formulas and calculations.

Financial functions evaluate and calculate data related to money, investments, interest rates, and other aspects of finance.

| Function                 | Description                                                                                                                                                                                               |
| ------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [CAGR](/docs/cagr)       | Returns the compound annual growth rate of an investment.                                                                                                                                                 |
| [Effect](/docs/effect)   | Returns the effective annual interest rate.                                                                                                                                                               |
| [FV](/docs/fv)           | Returns the future value of an investment.                                                                                                                                                                |
| [IPmt](/docs/ipmt)       | Returns the interest portion of a periodic payment for a loan based on the amount, number of periods, and constant interest rate. The portion of the payment allocated to interest decreases over time.   |
| [Nominal](/docs/nominal) | Returns the nominal annual interest rate.                                                                                                                                                                 |
| [NPer](/docs/nper)       | Returns the number of periods for a loan or investment based on known amount, interest rate, and periodic payment amount.                                                                                 |
| [Pmt](/docs/pmt)         | Returns the periodic payment for a loan based on the amount, number of periods, and constant interest rate.                                                                                               |
| [PPmt](/docs/ppmt)       | Returns the principal portion of a periodic payment for a loan based on the amount, number of periods, and constant interest rate. The portion of the payment allocated to principal increases over time. |
| [PV](/docs/pv)           | Returns the present value of a loan or an investment, when using constant and regular periodic payments.                                                                                                  |
| [XNPV](/docs/xnpv)       | Returns the net present value of an investment for payments or incomes at irregular intervals.                                                                                                            |