Generating test data with matlab and excel

Generating test data is not always about producing some random numbers. Sometimes it is about generating all possible combinations of given sets of attribute values. The following video shows how. Related matlab and excel VBA scripts for generating value combinations of independent and related attributes can be downloaded at download page.

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Logical Architecture of a Rule-Based Calculation Framework

A simple calculation framework for price calculationsWhat is a rule based calculation framework, and why is it necessary? As discussed in my previous related article, a calculation framework is a fully configurable software solution to implement calculations that are typically required for financial planning, fee and price calculations, risk and scenario analysis etc. and other applications in business and science.

You don’t need a calculation framework to implement a single calculation function, however complex it might be. But what if you have a chain of functions, each with its own set of parameters, and you need to calculate, store and report the results of each function -with all its parametric variations- in a well-organized way? Continue reading

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Fee Calculator and Analyzer for Share Classes of Mutual Funds – 2 (Analysis)

As introduced in the related article, share classes of a mutual fund can have different fee structures appealing to different kind of investors. The question is, which share class is the best option with the highest net return considering factors like investment amount, investment horizon (duration) and expected fund returns?

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Fee Calculator and Analyzer for Share Classes of Mutual Funds – 1 (Calculation)

As mentioned in the introductory article for fee types, a single fund can have multiple share classes with different fee structures related with the distribution of shares. This article shows the fee calculation model in action with a video.

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