Bermudan Option Pricing Calculator

Analyze contracts across chosen Bermudan exercise windows. Measure Greeks, premium gaps, scenario values, and risk. Build disciplined pricing workflows with clear assumptions and outputs.

Calculator Inputs

Use annualized rates and volatility percentages. Exercise dates should be entered in years, separated by commas.

Example Data Table

This sample set shows a typical at-the-money call with quarterly Bermudan exercise opportunities and a standard listed contract multiplier.

Spot Strike Rate % Dividend % Volatility % Maturity Steps Type Exercise Dates Contracts Multiplier
100 100 5 1 25 1.00 120 Call 0.25, 0.50, 0.75, 1.00 1 100

Formula Used

Bermudan options allow exercise only on selected dates. This calculator applies a Cox-Ross-Rubinstein binomial tree and checks early exercise only on mapped exercise steps.

Greeks are estimated numerically by repricing the contract under small shocks to spot, volatility, rate, and one day of time decay.

How to Use This Calculator

  1. Enter the current spot price and strike price.
  2. Provide annual risk-free rate, dividend yield, and volatility as percentages.
  3. Set maturity in years and choose a sufficient number of lattice steps.
  4. Select call or put, then enter contracts and multiplier for position value.
  5. List Bermudan exercise dates in years, separated by commas.
  6. Click the pricing button to see values above the form.
  7. Review pricing, Greeks, diagnostics, and export the tables as CSV or PDF.

Frequently Asked Questions

1. What is a Bermudan option?

A Bermudan option can be exercised on specific dates before expiry. It sits between European options, exercisable only at expiry, and American options, exercisable at nearly any time.

2. Why compare Bermudan, European, and American values?

The comparison shows how much selected early exercise rights add. Bermudan prices should usually fall between equivalent European and American prices under the same market assumptions.

3. Why do exercise dates matter so much?

Exercise dates define when intrinsic value can replace continuation value. More favorable exercise opportunities can lift price, especially for puts or dividend-sensitive calls.

4. How many steps should I use?

More steps usually improve stability, but they also increase computation time. Start around 100 to 300 steps and raise them until the price changes only slightly.

5. What does the early exercise premium show?

It measures the extra value of Bermudan exercise rights relative to a European contract. A larger premium means the selected exercise dates create meaningful flexibility.

6. Are the Greeks exact?

No. They are finite-difference estimates from nearby repricing runs. They are practical for analysis, but they may vary slightly with step count and shock size.

7. What units should I use for dates?

Enter maturity and exercise dates in years. For example, 0.25 means three months, 0.50 means six months, and 1.00 means one year.

8. Why can the model show an error?

Very low step counts or extreme assumptions can create invalid risk-neutral probabilities. Increasing steps and checking rates, volatility, dividends, and maturity usually resolves it.

Related Calculators

total return swapswaption pricingyield curve bootstrappingbarrier option pricingoption breakeven calculatorcap floor pricingbutterfly spread payofffutures price calculatoroption time decayiron condor payoff

Important Note: All the Calculators listed in this site are for educational purpose only and we do not guarentee the accuracy of results. Please do consult with other sources as well.