CapitalWave · Technology for capital and wealth markets
Financial technology for analysis, markets and operational judgment.
CapitalWave builds financial analysis and simulation products for capital and wealth markets. Our four analyzers support practical application for universities, CFA® Program educators and candidates, and financial professionals.
CapitalBOS brings settlement decisions, exceptions and controls into an interactive operations environment. Our trading and market simulations support facilitated market experiences.
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Two choices will point you to a relevant product. No email or sign-in needed. Your learning goal determines the product; your audience helps shape the next conversation.
Start with the decision you want to practice.
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Three product families
Explore CapitalWave’s three product families.
Financial analysis
CapitalFIA · CapitalODA · CapitalPAS · CapitalEQA
Apply fixed-income, derivatives, portfolio and equity concepts. For capital and wealth markets, university finance courses, and CFA® Program educators and candidates.
Explore this familyOperations simulation
CapitalBOS
Practice settlement decisions, exceptions, evidence, controls and debriefing. Follow the operational work that continues after a trade is matched.
Explore this familyTrading and market simulation
CMS · FITS · FTS · PMS
Facilitated market experiences. Discuss the selected product, availability, delivery requirements and the exercise you want to run.
Explore this familyFinancial analysis
Four analyzers. A deeper understanding of the decision.
For capital and wealth-market professionals, university finance programs, and CFA® Program educators and candidates. Explore the calculation, challenge the assumptions and explain the result across four connected subject areas.
CapitalFIA
Fixed Income Analyzer
Explore fixed-income concepts through interactive analytics, guided labs, and portfolio exercises. Connect bond calculations with the decisions behind them.
Explore CapitalFIACapitalODA
Options & Derivatives Analyzer
Connect options, futures, forwards, and swaps with valuation, payoff analysis, and hedging practice. Explore how changing assumptions changes risk.
Explore CapitalODACapitalPAS
Portfolio Analyzer
Explore portfolio construction, diversification, performance, and risk through interactive analysis and learning activities.
Explore CapitalPASCapitalEQA
Equity Analyzer
Practice equity valuation using connected financial models and fictional company examples. Compare the conclusions and explain why they differ.
Explore CapitalEQACapitalWave is independent of CFA Institute. These products support subject practice; they are not represented as CFA Institute-approved preparation or complete CFA® Program curriculum coverage.
Operations simulation · CapitalBOS
A trade can match.
The work can still be unfinished.
CapitalBOS focuses on the operational decisions behind settlement. Investigate records, identify exceptions, evaluate evidence, apply controls and explain the reconciled outcome.
Bring the reasoning into view through scenario practice and saved debriefs. Instructors can review how learners handled the case and where their decisions need further discussion.
Inside an operations decision
- 01
Investigate the exception
Establish what the records show and what evidence is missing.
- 02
Apply the control
Explain whether the case is ready for release, revision or escalation.
- 03
Confirm and reconcile
Separate approval from actual movement and a confirmed outcome.
- 04
Debrief the reasoning
Review decisions, unresolved issues and the evidence retained.
Trading and market simulation
Experience the market. Explain the choices.
Explore facilitated market experiences through CMS, FITS, FTS and PMS. Confirm the selected product's availability, participant arrangements and delivery requirements with CapitalWave.
CapitalCMS
Capital Market Simulator
ExploreCapitalFITS
Fixed Income Trading Simulator
ExploreCapitalFTS
Forex Trading Simulator
ExploreCapitalPMS
Portfolio Management Simulator
ExploreLearning through application
More than an answer on a screen.
01
Explore the relationship
Use an analyzer or scenario to connect the financial concept with a concrete set of assumptions.
02
Make a decision
Change an input, compare a strategy, or work an exception. Examine the consequences of the choice.
03
Explain the result
Use learning activities, reports, and instructor discussion to examine the reasoning and its limits.
Built around your learners
Bring practice into the program.
CFA® Program educators and candidates
Apply fixed-income, derivatives, portfolio and equity concepts with four dedicated analyzers. Connect study with calculations, assumptions and interpretation.
Explore the four analyzersUniversities
Connect finance coursework with analysis, guided practice, and discussion of the assumptions behind an answer.
Products for universitiesFinancial institutions
Technology for analysis, investment understanding, and operational practice across capital and wealth-market teams.
Discuss your programTraining providers
Complement your curriculum with interactive tools and simulation exercises that give learners something concrete to explain.
Explore a partnershipTechnology with purpose
Purpose-built financial technology.
CapitalWave develops financial analysis tools and market simulations for practical application. Select products around the decisions your users need to understand, then discuss access, implementation, and licensing with us.
Your curriculum. A practical next step.
Find the right platform for your learners.
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 resources