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README for QFRM R Package

What is QFRM

QFRM is a result of nearly 6 month-long effort by lecturer (Oleg Melnikov) and students of Quantiative Financial Risk Management (QFRM, 2015) course at Rice University. The QFRM R package is a collection of exotic option pricing methods via four key algorithms: Black Scholes (BS), lattice trees (binomial, trinomial, etc) (LT), Monte Carlo Simulation (MC), and finite differencing (FD).

Why use QFRM?

If you are analyzing portfolio risks or pricing exotic derivatives, QFRM will be of help. The examples and source code can help you advance your own algorithm. In such a case, we would be delighted to have you as a contributor or be credited for any code/algorithm that you found helpful in your projects/research.

How to use QFRM?

The contributors inclduded many examples that you can evaluate. Likewise, all functions have default values and can be executed without any changedd arguments (for usability learning). Basically, you will need to instatiate Opt object (takes basic option parameters) then instantiate OptPx object (takes common pricing parameters), which is passed into a specific pricing function. The latter may require additional parameters specific to the exotic option at hand. A good reference for QFRM is John C. Hull's textbook "Options, futures, and Other Derivatives." Many pricing functions reference examples in the textbook, so you yourself can verify the pricing calculation.

Future updates

Planned updates to include visualization, vectorization of existing functions, as well as pricing/analysis of portfolios of options.

Contact us

If you discover a bug, possible improvement or just have a question, please contact Oleg Melnikov, xisreal@gmail.com. I will then pass the request, if needed, to the particular contributor. Still, each contributor's contact information is in the DESCRIPTION file. Also, each function identifies the developer.

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Version

Install

install.packages('QFRM')

Monthly Downloads

114

Version

1.0.1

License

GPL (>= 2)

Maintainer

Last Published

July 27th, 2015

Functions in QFRM (1.0.1)

RainbowBS

Rainbow option valuation via Black-Scholes (BS) model
ChooserMC

Chooser option valuation via Monte Carlo (MC) simulations
BOPM_Eu

European option valuation (vectorized computation).
ForeignEquityBS

ForeignEquity option valuation via Black-Scholes (BS) model
AsianBS

Asian option valuation via Black-Scholes (BS) model
BinaryMC

Binary option valuation via Monte-Carlo (via) simulation.
ShoutFD

Shout option valuation via finite differences (FD) method
AverageStrikeMC

Average Strike option valuation via Monte Carlo (MC) simulation
ChooserBS

Chooser option valuation via Black-Scholes (BS) model
Binary_BOPM

Binary option valuation vialattice tree (LT) implementation
VarianceSwapMC

VarianceSwap option valuation via Monte Carlo (MC) simulation.
HolderExtendibleBS

Holder Extendible option valuation via Black-Scholes (BS) model
GapLT

Gap option valuation via lattice tree (LT) model
GapBS

Gap option valuation via Black-Scholes (BS) model
Profit

Computes payout/profit values
ShoutLTVectorized

Shout option valuation via lattice tree (LT)
BinaryBS

Binary option valuation with Black-Scholes (BS) model
QuotientMC

Quotient option valuation via Monte Carlo (MC) model
AsianMC

Asian option valuation with Monte Carlo (MC) simulation.
QuotientBS

Quotient option valuation via Black-Scholes (BS) model
pbnorm

Bivariate Standard Normal CDF
Opt

Opt object constructor
ShoutMC

Shout option valuation via Monte Carlo (MC) simulations.
OptPos

OptPos object constructor
OptPx

OptPx object constructor
DeferredPaymentLT

DeferredPaymentLT
LadderMC

Ladder option valuation via Monte Carlo (MC) simulation.
ForwardStartMC

Forward Start option valuation via Monte-Carlo (MC) simulation
ChooserLT

Chooser option valuation via Lattice Tree (LT) Model
CompoundLT

Compound option valuation via lattice tree (LT) model
ShoutLT

Shout option valuation via lattice tree (LT)
BOPM

Binomial option pricing model
is.OptPx

Is an object OptPx?
BarrierBS

Barrier option pricing via Black-Scholes (BS) model
PerpetualBS

Perpetual option valuation via Black-Scholes (BS) model
BS_Simple

Black-Scholes formula
BarrierLT

Barrrier option valuation via lattice tree (LT)
BarrierMC

Barrier option valuation via Monte Carlo (MC) simulation.
VarianceSwapBS

Variance Swap valuation via Black-Scholes (BS) model
CompoundBS

Compound option valuation with Black-Scholes (BS) model
LookbackMC

Lookback option valuation via Monte Carlo (MC) simulation
BS

Black-Scholes (BS) pricing model
is.Opt

Is an object Opt?
GapMC

Gap option valuation via Monte Carlo (MC) simulation
LookbackBS

Lookback option valuation with Black-Scholes (BS) model
as.OptPos

Coerce an argument to OptPos class.
ForwardStartBS

ForwardStart option valuation via Black-Scholes (BS) model
is.OptPos

Is an object OptPos?