Financial Toolbox

Using This Guide

This guide helps you learn to use MATLAB and the Financial Toolbox for financial analysis and engineering applications. After reading this manual, you will understand Financial Toolbox concepts, content, functions, and uses. You will have successfully executed several examples, and you will be able to use the functions of choice.

Expected Background

In designing the Financial Toolbox and this manual, we assume your title is similar to one of these:

• Analyst, quantitative analyst
• Risk manager
• Portfolio manager
• Fund manager, asset manager
• Economist
• Financial engineer
• Trader
• Student, professor, or other academic

We also assume your background, education, training, and responsibilities match some aspects of this profile:

• Finance, economics, perhaps accounting
• Engineering, mathematics, physics, other quantitative sciences
• Bachelor's degree minimum; MS or MBA likely; Ph.D. perhaps; CFA
• Comfortable with probability, statistics, and algebra
• May understand linear or matrix algebra, calculus, and differential equations
• Previously resigned to doing traditional programming (C, Fortran, etc.)
• May be responsible for instruments or analyses involving large sums of money
• Perhaps new to MATLAB

Preface

Organization of the Document