CapitalPAS · Financial analysis
Build a portfolio. Challenge the assumptions behind it.
Explore portfolio construction, diversification, performance, and risk through interactive analysis and learning activities.
Public application access is not currently live. Contact CapitalWave about demonstrations and availability.
Explore the experience
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Explore correlations, the efficient frontier, capital allocation, optimization, and risk parity.
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Examine performance evaluation, value at risk, stress testing, Monte Carlo simulation, and factor analysis.
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Support coursework with guided labs, assessments, cohorts, learner reports, and gradebook exports.
An example learning activity
Compare allocations using the platform’s fictional sample funds. Examine diversification, historical behavior, and a stress scenario before explaining your choice.
Define the allocation and objectives.
Compare return, risk, and concentration.
Explain the tradeoffs and model 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
35–45 minutes · Suggested activity time
Fictional annual inputs: asset A expected return 8%, volatility 15%; asset B expected return 4%, volatility 5%; correlation 0.20. Weights: 60% A, 40% B. No leverage, costs or rebalancing effects.
Calculate expected portfolio return and volatility. Repeat with correlation 1.00 while holding all other inputs fixed. Explain why weighted-average volatility is not the usual portfolio result.
Evidence to collect: Submit both risk estimates and identify the input that changes the diversification benefit.
Imperfect correlation lowers volatility in this example. Expected returns, volatilities and correlations are assumptions, not promised outcomes.
Return = wA rA + wB rB. Variance = wA^2 σA^2 + wB^2 σB^2 + 2 wA wB σA σB ρ; volatility is its square root.
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.
Download activities and integration guidanceContact CapitalWave for a demonstration and current platform access arrangements. Learning examples use fictional sample funds.
Discuss learner numbers, course timing, instructor requirements, and licensing with CapitalWave. Product access is handled by the individual platform.
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Practice equity valuation using connected financial models and fictional company examples. Compare the conclusions and explain why they differ.
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CapitalPAS is the Portfolio Analyzer. It supports exploration of allocation, diversification, return, risk, optimization, performance and stress analysis. Learning activities use fictional sample funds so learners can defend assumptions and compare portfolio choices.
Related informationPortfolio volatility depends on asset weights, individual volatilities and correlations between returns. With imperfect positive correlation, combining assets can reduce risk relative to a simple weighted average of their volatilities. The worked two-asset example isolates correlation to make that relationship visible.
Related informationNo. A backtest describes a model or strategy under historical data and stated assumptions. Costs, selection choices, rebalancing rules, data quality and market conditions affect its interpretation. Historical and simulated results do not guarantee future performance.
Related informationCapitalPAS is an analyzer focused on portfolio concepts, calculations and learning activities. PMS belongs to the trading and market simulation family and supports a facilitated portfolio-management experience. Confirm the task, current release and delivery requirements before choosing between them.
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.