CapitalFIA · Financial analysis
Make the relationship between price, yield, and risk tangible.
Explore fixed-income concepts through interactive analytics, guided labs, and portfolio exercises. Connect bond calculations with the decisions behind them.
Public application access is not currently live. Contact CapitalWave about demonstrations and availability.
Explore the experience
01
Work with time value of money, bond calculations, yield curves, and price–yield relationships.
02
Examine key-rate sensitivity, horizon returns, stress scenarios, and portfolio construction.
03
Use guided labs, assessments, cohort management, and gradebook exports to support instruction.
An example learning activity
Price a bond, examine duration and DV01, then compare the effect of a rate change. Explain why the price response differs across maturities.
Establish the bond and rate assumptions.
Compare price and risk measures across scenarios.
Explain the result and its limitations.
Try a two-minute example
Use fictional inputs to explore one concept. This short illustration is separate from the full product; access and demonstration availability are confirmed with CapitalWave.
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A worked teaching example
30–45 minutes · Suggested activity time
Fictional bond: face value $1,000, annual coupon 5%, three years to maturity, annual compounding, valuation on a coupon date. No accrued interest, taxes, transaction costs or default risk.
Price the same cash flows at yields of 5% and 6%. Explain the direction of the price change and why repricing is different from a duration approximation.
Evidence to collect: Submit both prices, the cash-flow schedule and a short explanation of the yield sensitivity.
A higher discount rate reduces the present value of the same promised cash flows. These are exact discounted values under the stated assumptions, not a forecast of market prices.
P(y) = 50/(1+y) + 50/(1+y)^2 + 1,050/(1+y)^3.
Fictional teaching illustration, prepared for evaluation. This is not an exported learner record or a claim that the exact activity is preloaded in the platform.
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CapitalODA
Connect options, futures, forwards, and swaps with valuation, payoff analysis, and hedging practice. Explore how changing assumptions changes risk.
Explore CapitalODACapitalPAS
Explore portfolio construction, diversification, performance, and risk through interactive analysis and learning activities.
Explore CapitalPASQuestions and answers
CapitalFIA is the Fixed Income Analyzer. It supports exploration of bond pricing and yields, duration and DV01, curves and spreads, credit and portfolio risk. Learners can compare assumptions and explain the resulting changes rather than treating a calculated price as a recommendation.
Related informationFor fixed promised cash flows, raising the discount yield reduces their present value, while lowering it increases present value. CapitalFIA activities can connect exact repricing with duration-based sensitivity. The relationship depends on the instrument and assumptions; an approximation is not the same as exact repricing.
Related informationAn instructor can establish a bond and rate baseline, change a yield or curve assumption, then ask learners to compare outputs and explain sensitivity and limitations. Confirm the selected release’s labs, cohort and reporting arrangements during evaluation. The instructor decides how evidence supports course assessment.
Related informationNo official affiliation or approval is claimed. CapitalFIA supports practice in fixed-income concepts relevant to CFA® Program educators and candidates, alongside university and professional use. CapitalWave does not claim complete exam coverage or guaranteed exam outcomes.
Related informationYour curriculum. A practical next step.
Tell us what you teach, who you teach, and what you want learners to demonstrate. We will discuss platform fit and licensing with you.
Explore evaluation resourcesFor education and training. The platforms do not execute real trades or provide investment advice. Exercises and automated feedback support learning and do not by themselves establish professional competence or confer certification.