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Financial calculators

Six calculators covering common return, sizing, and income questions. Every result depends entirely on the numbers you enter — none of this is a projection, promise, or guarantee of real-world returns.

Also available as standalone pages
CAGR SIP Compound interest Position sizing Asset allocation Dividend yield

CAGR calculator

Compound Annual Growth Rate — the single steady annual rate that would take a starting value to an ending value over a given number of years, smoothing out whatever actually happened year to year.

CAGR
—
CAGR = (End / Start)^(1/years) − 1

SIP calculator

Projects the future value of a fixed monthly investment (a Systematic Investment Plan) at an assumed constant annual return — a real SIP's actual return will vary with the market and won't be this smooth. See the dedicated SIP calculator page for a deeper walkthrough and FAQ.

Projected value
—
FV = P × [((1+r)^n − 1) / r] × (1+r)

Compound interest calculator

Projects a lump sum's growth at a fixed rate, compounded at the frequency you choose. See the dedicated lumpsum calculator page for a simpler annual version with a deeper walkthrough and FAQ.

Maturity value
—
A = P × (1 + r/n)^(n×t)

Position sizing calculator

A risk-management tool, not a return projection. Given how much of your capital you're willing to risk on one trade, works out how many shares that risk budget actually buys at your planned stop-loss.

Position size
—
Shares = (Capital × Risk%) / |Entry − Stop|

Asset allocation calculator

Splits an investable amount across categories by the percentages you set. Purely arithmetic — it doesn't suggest what split is right for you, which depends on your own goals, horizon, and risk tolerance.

Split (must total 100%)
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Dividend yield calculator

A backward-looking ratio of the last declared annual dividend to the current share price — not a forecast of future dividends, which companies can cut, hold, or raise at any time.

Dividend yield
—
Yield = Annual dividend / Current price
These calculators perform fixed, transparent arithmetic on the numbers you enter — the formula for each is shown alongside its result. None of them are projections, forecasts, or guarantees of real investment performance; assumed rates of return are inputs you choose, not predictions ReviewHub is making. This is not investment advice — always do your own research or consult a registered investment adviser before making financial decisions.