Analyze financial data and develop financial models

Financial Toolbox™ provides functions for mathematical modeling and statistical analysis of financial data.  You can optimize portfolios of financial instruments, optionally taking into account turnover and transaction costs.  The toolbox enables you to estimate risk, analyze interest rate levels, price equity and interest rate derivatives, and measure investment performance.  Time series analysis functions and an app let you perform transformations or regressions with missing data and convert between different trading calendars and day-count conventions.


Capabilities

Asset Allocation and Portfolio Optimization

Perform capital allocation, asset allocation, and risk assessment.

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Risk Analysis and Investment Performance

Analyze and assess risk and investment performance.

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Fixed-Income Analysis and Option Pricing

Calculate present and future values and depreciation. Determine nominal and effective internal rates of return, along with periodic interest rates.

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Financial Time Series Analysis

Analyze time series data in the financial markets.

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Regression and Estimation with Missing Data

Performing multivariate normal regression with or without missing data.

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Technical Indicators and Financial Charts

Use well-known technical indicators, performance metrics, and specialized plots.

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Monte Carlo Simulation of SDE Models

Use a variety of well-known Stochastic Differential Equation (SDE) models.

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Product Resources

Discover more about Financial Toolbox by exploring these resources.

Documentation

Explore documentation for Financial Toolbox functions and features, including release notes and examples.

Functions

Browse the list of available Financial Toolbox functions.

System Requirements

View system requirements for the latest release of Financial Toolbox.

Technical Articles

View articles that demonstrate technical advantages of using Financial Toolbox.

User Stories

Read how Financial Toolbox is accelerating research and development in your industry.

Community and Support

Find answers to questions and explore troubleshooting resources.

Apps

Financial Toolbox apps enable you to quickly access common tasks through an interactive interface.


Try or Buy

There are many ways to start using Financial Toolbox. Download a free trial, or explore pricing and licensing options.

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Test drive Financial Toolbox.

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Purchase Financial Toolbox and explore related products.

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Pricing and licensing

Have Questions?

Kawee

Contact Kawee Numpacharoen,
Financial Toolbox Technical Expert

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