Complex Numbers
Cartesian Form
Cartesian form complex numbers () are separated to real () and imaginary parts ():
\begin`\{aligned}` z = a + bi, \quad a,b \in \mathbb{'\{'}R{'\}'} \end`\{aligned}`Polar Form
Complex numbers () in polar form are defined with argument () away from in a unit circle, scaled by the magnitude ():
\begin`\{aligned}` z = r(\cos \theta + i \sin \theta) \end`\{aligned}`Euler's Form
Complex numbers () in Euler's form are defined by extending polar form, using Euler's number:
\begin`\{aligned}` z = re^{i\theta} \end`\{aligned}`Conversions
Cartesian to Polar Form
As complex numbers is form by two coordinates (real and imaginary), the magnitude can by obtained by the Pythagorean identity:
\begin`\{aligned}` r = |z| = \sqrt{a^2+b^2} \end`\{aligned}`Similarly, the argument () can be determined by the two coordinates by the definition of :
\begin`\{aligned}` \theta = \arg(z) = \arctan \frac{b}{a} \end`\{aligned}`Since is undefined at , case piecewise definition can define at :
\begin`\{aligned}` \theta = \arg(z) = \begin`\{cases}` \arctan \frac{b}{a} & a \neq 0\\ \frac{\pi}{2} & a = 0, b \gt{} 0\\ -\frac{\pi}{2} & a = 0, b \lt{} 0\\ \end`\{cases}` \end`\{aligned}`Polar to Cartesian
Since polar coordinates is already defined by the argument, conversion to cartesian is simply evaluating the definition of cartesian coordinate ():
\begin`\{aligned}` z = r(\cos \theta + i \sin \theta) \end`\{aligned}`Euler to Polar
The equivalence of Euler and polar form can be shown by their Taylor series expansion:
\begin`\{aligned}` re^{i\theta} = r\left(1 + i\theta + \frac{(i\theta)^2}{2!} + \frac{(i\theta)^3}{3!} + \cdots \right)Separating real and imaginary parts:
\begin`\{aligned}` re^{i\theta} &= r\left(1 - \frac{\theta^2}{2!} + \frac{\theta^4}{4!} - \cdots \right) + ir\left(\theta - \frac{\theta^3}{3!} + \frac{\theta^5}{5!} - \cdots \right)\\ &= r\cos\theta + ir\sin\theta \end`\{aligned}`This gives Euler's formula:
A special case at :
This identity links five fundamental constants: , , , , and .
Operations on Complex Numbers
Addition and Subtraction
Add/subtract the real and imaginary parts separately:
\begin`\{aligned}` (a + bi) + (c + di) &= (a + c) + (b + d)i\\ (a + bi) - (c + di) &= (a - c) + (b - d)i \end`\{aligned}`Multiplication
Use the distributive property and :
\begin`\{aligned}` (a + bi)(c + di) &= ac + adi + bci + bdi^2\\ &= (ac - bd) + (ad + bc)i \end`\{aligned}`In polar form, multiplication is simpler — multiply the magnitudes and add the arguments:
\begin`\{aligned}` r_1 e^{i\theta_1} \cdot r_2 e^{i\theta_2} &= r_1 r_2 \cdot e^{i(\theta_1 + \theta_2)} \end`\{aligned}`Division
Multiply numerator and denominator by the conjugate of the denominator:
\begin`\{aligned}` \frac{a + bi}{c + di} &= \frac{a + bi}{c + di} \cdot \frac{c - di}{c - di}\\ &= \frac{(ac + bd) + (bc - ad)i}{c^2 + d^2} \end`\{aligned}`In polar form, divide the magnitudes and subtract the arguments:
Complex Conjugate
The complex conjugate of is .
Key properties:
\begin`\{aligned}` z \cdot \bar{z} &= a^2 + b^2 = |z|^2\\ z + \bar{z} &= 2a \quad (\mathrm{real})\\ z - \bar{z} &= 2bi \quad (\mathrm{imaginary}) \end`\{aligned}`The Argand Diagram
An Argand diagram represents complex numbers in a 2D plane:
- The horizontal axis represents the real part ()
- The vertical axis represents the imaginary part ()
A complex number is plotted at the point .
Modulus
The modulus (magnitude) is the distance from the origin to the point:
Argument
The argument is the angle measured anticlockwise from the positive real axis:
Principal argument:
When finding , always draw a quick Argand diagram to check which quadrant the point is in. A common mistake is to use the calculator value directly without adjusting for the correct quadrant.
Geometric Interpretation of Operations
- Addition: vector addition (parallelogram rule)
- Conjugation (): reflection in the real axis
- Negation (): reflection in the origin
- Multiplication by : rotation anticlockwise
Drag points to see how addition, conjugation, and multiplication affect the position on the Argand diagram.
De Moivre's Theorem
De Moivre's theorem states that for any integer :
\begin`\{aligned}` \left(r(\cos\theta + i\sin\theta)\right)^n = r^n\left(\cos(n\theta) + i\sin(n\theta)\right) \end`\{aligned}`Or in Euler's form:
Applications of De Moivre's Theorem
Raising to a power:
Trigonometric identities: Expanding using the binomial theorem and equating real and imaginary parts gives expressions for and .
Roots of Complex Numbers
th Roots
Every non-zero complex number has exactly distinct th roots. To find the th roots of :
\begin`\{aligned}` z^{1/n} &= r^{1/n} \cdot e^{i(\theta + 2k\pi)/n}, \quad k = 0, 1, 2, \ldots, n-1 \end`\{aligned}`Roots of Unity
The th roots of unity () lie on the unit circle at equal angular intervals of :
Worked Example: Cube Roots of Unity
Find all solutions to .
- :
- :
- :
Note that (the sum of all th roots of unity is always for ).
Worked Example: Fourth Roots of
Find all solutions to .
Write :
- :
- :
- :
- :
Solving Polynomial Equations
Complex numbers allow us to solve polynomial equations that have no real solutions.
Complex Roots of Quadratics
For with discriminant :
Conjugate Root Theorem
If a polynomial has real coefficients, then any non-real complex roots occur in conjugate pairs. That is, if is a root, then is also a root.
Worked Example: Finding a Polynomial from Roots
Problem: A cubic polynomial has real coefficients and roots , , and . Find the polynomial.
Solution:
\begin`\{aligned}` P(z) &= (z - 2)(z - (1+i))(z - (1-i))\\ &= (z - 2)\left((z - 1)^2 + 1\right)\\ &= (z - 2)(z^2 - 2z + 2)\\ &= z^3 - 2z^2 + 2z - 2z^2 + 4z - 4\\ &= z^3 - 4z^2 + 6z - 4 \end`\{aligned}`Summary of Forms
| Form | Expression | Best For |
|---|---|---|
| Cartesian | Addition, subtraction | |
| Polar | Multiplication, division | |
| Euler | Powers, roots (De Moivre) |
Converting between forms is essential. A good strategy: always convert to polar/Euler form before raising to a power or finding roots, and convert back to Cartesian for the final answer.
Modulus-Argument Form Operations
When complex numbers are expressed in modulus-argument form, operations on moduli and arguments follow simple, elegant rules.
Multiplication
Let and . Then:
Proof:
\begin`\{aligned}` z_1 z_2 &= r_1 e^{i\theta_1} \cdot r_2 e^{i\theta_2}\\ &= r_1 r_2 \cdot e^{i\theta_1 + i\theta_2}\\ &= r_1 r_2 \cdot e^{i(\theta_1 + \theta_2)} \end`\{aligned}`Therefore:
Note that the argument sum may exceed or fall below , so normalise to the principal argument by adding or subtracting as needed.
Division
Proof:
\begin`\{aligned}` \frac{z_1}{z_2} &= \frac{r_1 e^{i\theta_1}}{r_2 e^{i\theta_2}}\\ &= \frac{r_1}{r_2} \cdot e^{i\theta_1} \cdot e^{-i\theta_2}\\ &= \frac{r_1}{r_2} \cdot e^{i(\theta_1 - \theta_2)} \end`\{aligned}`Therefore:
Powers
Applying multiplication repeatedly:
Therefore:
Worked Example: Product and Quotient
Problem: Given and , find and in Cartesian form.
Solution:
\begin`\{aligned}` z_1 z_2 &= (2)(3) \cdot e^{i(\pi/3 - \pi/6)} = 6e^{i\pi/6}\\ &= 6\left(\cos\frac{\pi}{6} + i\sin\frac{\pi}{6}\right)\\ &= 6\left(\frac{\sqrt{3}}{2} + i \cdot \frac{1}{2}\right) = 3\sqrt{3} + 3i \end`\{aligned}` \begin`\{aligned}` \frac{z_1}{z_2} &= \frac{2}{3} \cdot e^{i(\pi/3 - (-\pi/6))} = \frac{2}{3} e^{i\pi/2}\\ &= \frac{2}{3}\left(\cos\frac{\pi}{2} + i\sin\frac{\pi}{2}\right) = \frac{2}{3}i \end`\{aligned}`Worked Example: Argument of a Product
Problem: Given and , find .
Solution:
Convert each to modulus-argument form:
- , so
- , so
Then:
Normalise to the principal value: .
Complex Plane Geometry
The Argand diagram allows geometric problems to be expressed algebraically using complex numbers.
Distance Between Two Points
The distance between points representing and is:
Proof: If and , then , and:
This is exactly the distance formula in .
Midpoint of a Line Segment
The midpoint of the segment joining and is:
Perpendicular Bisector (Locus)
The perpendicular bisector of the segment joining and is the set of all points satisfying:
Expanding in Cartesian form: if and , then
which simplifies to a linear equation in and .
Circle as a Locus
The set of all points at a fixed distance from is the circle with centre and radius :
In Cartesian form, with :
Half-Planes and Lines
The condition describes the half-plane of points closer to than to . The boundary is the perpendicular bisector.
Equation of a Line in the Complex Plane
A line through and can be parameterised as:
Equivalently, a line with equation for some complex constant and real constant .
Perpendicular from the Origin to a Line
The shortest distance from the origin to the line is:
Worked Example: Locus as a Circle
Problem: Describe and sketch the locus .
Solution: This is a circle with centre and radius . The centre is at on the Argand diagram, and every point satisfying the equation is exactly 5 units from this centre.
Worked Example: Perpendicular Bisector
Problem: Find the Cartesian equation of the perpendicular bisector of the segment joining and .
Solution:
Let :
\begin`\{aligned}` (x - 1)^2 + (y - 2)^2 &= (x - 5)^2 + (y + 2)^2\\ x^2 - 2x + 1 + y^2 - 4y + 4 &= x^2 - 10x + 25 + y^2 + 4y + 4\\ -2x - 4y + 5 &= -10x + 4y + 29\\ 8x - 8y &= 24\\ x - y &= 3 \end`\{aligned}`The perpendicular bisector is the line .
Worked Example: Intersection of Loci
Problem: Find the points of intersection of and .
Solution: Let :
\begin`\{aligned}` x^2 + y^2 &= 25 \tag{1}\\ (x - 3)^2 + y^2 &= 16 \tag{2} \end`\{aligned}`Subtracting from :
Substituting into : .
The points of intersection are and .
Proof of De Moivre's Theorem
Theorem: For all integers ,
Proof by Mathematical Induction
Base case (): Trivially, . Verified.
Inductive hypothesis: Assume the result holds for , i.e.
Inductive step ():
\begin`\{aligned}` \left(re^{i\theta}\right)^{k+1} &= \left(re^{i\theta}\right)^k \cdot re^{i\theta}\\ &= r^k e^{ik\theta} \cdot r e^{i\theta} \quad \mathrm{(by hypothesis)}\\ &= r^{k+1} \cdot e^{i(k\theta + \theta)}\\ &= r^{k+1} e^{i(k+1)\theta} \end`\{aligned}`So the result holds for . By induction, the theorem is true for all .
Negative integers: For where :
Connection to the Binomial Theorem
Expanding using the binomial theorem and equating with De Moivre's result gives trigonometric identities. For :
\begin`\{aligned}` \cos 3\theta + i\sin 3\theta &= (\cos\theta + i\sin\theta)^3\\ &= \cos^3\theta + 3i\cos^2\theta\sin\theta - 3\cos\theta\sin^2\theta - i\sin^3\theta \end`\{aligned}`Equating real parts:
Equating imaginary parts:
Additional Worked Examples
Worked Example: Solving Higher-Degree Equations
Problem: Solve .
Solution: Factor:
So is one root. For , substitute :
So . Taking square roots:
\begin`\{aligned}` z^2 &= e^{2\pi i/3} \implies z = \pm\, e^{\pi i/3} = \pm\left(\frac{1}{2} + i\frac{\sqrt{3}}{2}\right)\\ z^2 &= e^{-2\pi i/3} \implies z = \pm\, e^{-\pi i/3} = \pm\left(\frac{1}{2} - i\frac{\sqrt{3}}{2}\right) \end`\{aligned}`The five roots are .
Worked Example: Geometric Problem on the Argand Diagram
Problem: The points , , on the Argand diagram represent , , and . Show that triangle is isosceles and find its area.
Solution:
\begin`\{aligned}` AB &= |z_B - z_A| = |4 + 2i| = \sqrt{16 + 4} = 2\sqrt{5}\\ BC &= |z_C - z_B| = |-2 + 4i| = \sqrt{4 + 16} = 2\sqrt{5}\\ CA &= |z_A - z_C| = |-2 - 6i| = \sqrt{4 + 36} = 2\sqrt{10} \end`\{aligned}`Since , the triangle is isosceles with .
Using the formula for the area of a triangle with vertices at complex numbers:
\begin`\{aligned}` \mathrm{Area} &= \frac{1}{2}\left|\mathrm{Im}\!\left(\bar{z}_`\{AB}` \cdot z_`\{AC}`\right)\right|\\ &= \frac{1}{2}\left|\mathrm{Im}\!\left((4 - 2i)(2 + 6i)\right)\right|\\ &= \frac{1}{2}\left|\mathrm{Im}(8 + 24i - 4i + 12)\right|\\ &= \frac{1}{2}\left|\mathrm{Im}(20 + 20i)\right|\\ &= \frac{1}{2} \cdot 20 = 10 \end`\{aligned}`Worked Example: Trigonometric Expansion via De Moivre
Problem: Express in terms of for .
Solution: Using the binomial expansion of :
\begin`\{aligned}` 2^5 \cos^5\theta &= (e^{i\theta} + e^{-i\theta})^5\\ &= e^{5i\theta} + 5e^{3i\theta} + 10e^{i\theta} + 10e^{-i\theta} + 5e^{-3i\theta} + e^{-5i\theta}\\ &= 2\cos 5\theta + 10\cos 3\theta + 20\cos\theta \end`\{aligned}`Therefore:
Worked Example: Converting Between All Three Forms
Problem: Express in all three standard forms and verify the conversions.
Solution:
Cartesian: .
Polar:
The point lies in the second quadrant, so:
Therefore .
Euler: .
Verification: . Confirmed.
Common Pitfalls
Wrong Quadrant for the Argument
The function always returns a value in . If the complex number lies in the second or third quadrant, you must adjust:
\begin`\{aligned}` \mathrm{Quadrant II:}\quad &\theta = \pi - \arctan\!\left|\frac{b}{a}\right|\\ \mathrm{Quadrant III:}\quad &\theta = -\pi + \arctan\frac{b}{a} \end`\{aligned}`Always sketch the Argand diagram before computing the argument.
Forgetting to Add When Finding Roots
When solving , you must write with the term before dividing the argument by . Omitting this term yields only one root instead of all distinct roots.
Confusing with
is a real, non-negative scalar (the modulus), whereas is a complex number. They behave differently under operations. For example:
The triangle inequality gives , with equality only when and have the same argument.
Calculator Mode Errors
Ensure your calculator is in radian mode when working with arguments and complex exponentials. Using degree mode by mistake is a very common source of error, since radians is but entering in radian mode gives a completely different value.
Argument Normalisation
After multiplying or dividing complex numbers, the resulting argument may lie outside . Always check whether you need to add or subtract to express the answer in principal argument form.
Problem Set
Problem 1: Modulus-Argument Operations
Given and , find and in exact form.
Solution:
Problem 2: Locus Description
Describe the locus defined by and give its Cartesian equation.
Solution: This represents the perpendicular bisector of the segment joining and .
Let :
\begin`\{aligned}` (x - 1)^2 + (y - 1)^2 &= (x + 1)^2 + (y + 1)^2\\ x^2 - 2x + 1 + y^2 - 2y + 1 &= x^2 + 2x + 1 + y^2 + 2y + 1\\ -4x - 4y &= 0\\ y &= -x \end`\{aligned}`The locus is the line .
Problem 3: Roots of a Complex Number
Find all cube roots of and express them in Cartesian form.
Solution: Write . The cube roots are:
- :
- :
- :
Problem 4: De Moivre Application
Use De Moivre's theorem to find in terms of powers of .
Solution:
\begin`\{aligned}` \cos 4\theta + i\sin 4\theta &= (\cos\theta + i\sin\theta)^4\\ &= \cos^4\theta + 4i\cos^3\theta\sin\theta - 6\cos^2\theta\sin^2\theta - 4i\cos\theta\sin^3\theta + \sin^4\theta \end`\{aligned}`Equating real parts and using :
\begin`\{aligned}` \cos 4\theta &= \cos^4\theta - 6\cos^2\theta(1 - \cos^2\theta) + (1 - \cos^2\theta)^2\\ &= \cos^4\theta - 6\cos^2\theta + 6\cos^4\theta + 1 - 2\cos^2\theta + \cos^4\theta\\ &= 8\cos^4\theta - 8\cos^2\theta + 1 \end`\{aligned}`Problem 5: Geometric Locus Intersection
Find all complex numbers satisfying both and .
Solution: The condition means lies on the ray from the origin at , so for .
Substituting into :
\begin`\{aligned}` |t(1 + i) - 2| &= 2\\ |(t - 2) + ti| &= 2\\ (t - 2)^2 + t^2 &= 4\\ t^2 - 4t + 4 + t^2 &= 4\\ 2t^2 - 4t &= 0\\ 2t(t - 2) &= 0 \end`\{aligned}`Since , we get . Therefore .
Problem 6: Polynomial with Complex Roots
The quartic has a root at . Find all roots.
Solution: By the conjugate root theorem, is also a root. The quadratic factor is:
Divide by :
Solving :
The roots are and , each with multiplicity 2.
Problem 7: Proof Using Modulus Properties
Prove that for all .
Solution: Let and .
\begin`\{aligned}` |z_1 + z_2|^2 &= (a + c)^2 + (b + d)^2 = a^2 + 2ac + c^2 + b^2 + 2bd + d^2\\ |z_1 - z_2|^2 &= (a - c)^2 + (b - d)^2 = a^2 - 2ac + c^2 + b^2 - 2bd + d^2 \end`\{aligned}`Adding:
This is the parallelogram law: the sum of the squares of the diagonals of a parallelogram equals the sum of the squares of all four sides.
Problem 8: Fifth Roots of Unity
Find all fifth roots of unity and verify that their sum is zero.
Solution: The fifth roots of unity are:
In Cartesian form:
\begin`\{aligned}` z_0 &= 1\\ z_1 &= \cos\frac{2\pi}{5} + i\sin\frac{2\pi}{5}\\ z_2 &= \cos\frac{4\pi}{5} + i\sin\frac{4\pi}{5}\\ z_3 &= \cos\frac{6\pi}{5} + i\sin\frac{6\pi}{5}\\ z_4 &= \cos\frac{8\pi}{5} + i\sin\frac{8\pi}{5} \end`\{aligned}`These are the roots of . By Vieta's formulas, the sum of the roots equals the negative coefficient of , which is .
Alternatively, using the geometric series:
Problem 9: Area of a Triangle on the Argand Diagram
The vertices of a triangle on the Argand diagram are , , and . Find the area of the triangle.
Solution: Using the determinant formula for the area of a triangle with vertices at complex numbers:
\begin`\{aligned}` \mathrm{Area} &= \frac{1}{2}\left|\mathrm{Im}\!\left(\bar{z}_2 \cdot z_3\right)\right|\\ &= \frac{1}{2}\left|\mathrm{Im}\!\left((4 - 2i)(1 + 5i)\right)\right|\\ &= \frac{1}{2}\left|\mathrm{Im}(4 + 20i - 2i + 10)\right|\\ &= \frac{1}{2}\left|\mathrm{Im}(14 + 18i)\right|\\ &= \frac{1}{2} \cdot 18 = 9 \end`\{aligned}`Problem 10: Argument Equations
Solve the equation for , where and .
Solution: The condition means the vectors from and from to have the same direction. This occurs when lies on the line through and , excluding those two points.
Algebraically, set . Let :
Multiplying numerator and denominator by the conjugate of the denominator:
The imaginary part of the numerator:
Setting this to zero: , i.e. .
The solution set is .
Diagnostic Test Ready to test your understanding of Complex Numbers? The diagnostic test contains the hardest questions within the IB specification for this topic, each with a full worked solution.
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