CP 2.5 - Modulus-argument form

CP 2.5 - Modulus-argument form

Describe a complex number by its distance from the origin and its direction, then convert between this modulus-argument form and Cartesian form (CP 2.5). You will choose angles in the correct quadrant, keep exact values when possible and recognise the exceptional case at zero.

Modulus measures distance

The numbers 3+4i3+4\mathrm{i} and −3+4i-3+4\mathrm{i} are equally far from the origin. How can a distance and one angle distinguish them exactly? First measure the distance; then the direction will resolve the ambiguity.

For z=3+4iz=3+4\mathrm{i}, the horizontal and vertical displacements form the perpendicular sides of a right-angled triangle. Pythagoras gives a distance of 32+42=5\sqrt{3^2+4^2}=5. Changing a coordinate's sign moves the point but does not change the square of that coordinate.

You already know

An Argand diagram plots x+iyx+\mathrm{i}y at (x,y)(x,y). From A-level Mathematics, Pythagoras gives lengths and trigonometric ratios relate a right triangle's sides to an angle. Angles measured in radians make one full turn 2π2\pi, not π\pi.

The notation for this length is a modulus sign, just as for the size of a real number.

Modulus

The modulus ∣z∣|z| of a complex number zz is its distance from the origin in an Argand diagram. It is a non-negative real number. For example, ∣−3+4i∣=5|-3+4\mathrm{i}|=5. Not an example: the modulus is not −3+4i-3+4\mathrm{i} itself, nor can it be negative.

Pythagoras works in every quadrant because the coordinates are squared. Combining this with the conjugate calculation from complex arithmetic gives two ways to find the same quantity.

Modulus from Cartesian form

For real x,yx,y and z=x+iyz=x+\mathrm{i}y,

∣z∣=x2+y2,∣z∣2=zz∗|z|=\sqrt{x^2+y^2},\qquad |z|^2=zz^*

In particular, ∣z∣=0|z|=0 exactly when z=0z=0.

Not in the formula booklet: learn it.

The triangle below explains why a negative horizontal coordinate still contributes a positive square.

[DIAGRAM: asset_name: Modulus is the hypotenuse in any quadrant; asset_slug: 9fm0-modulus-triangle; caption: Both 3 plus 4i and minus 3 plus 4i are five units from the origin; description: Equal-scale Argand axes show the two points (3,4) and (minus 3,4), with blue lines of length 5 from the origin to each. Dashed vertical sides have length 4 and horizontal sides have length 3. A pale circle of radius 5 passes through both points, and the two hypotenuses are labelled modulus 5.]
Both 3 plus 4i and minus 3 plus 4i are five units from the origin

Worked example 1: a familiar right triangle

Question. Find ∣3+4i∣|3+4\mathrm{i}|.

Plan. Square the real and imaginary parts, add, then take the non-negative square root.

∣3+4i∣=32+42Pythagoras=9+16square each coordinate=5non-negative root\begin{aligned} |3+4\mathrm{i}|&=\sqrt{3^2+4^2} && \text{Pythagoras} \\ &=\sqrt{9+16} && \text{square each coordinate} \\ &=5 && \text{non-negative root} \end{aligned}

Why this step? A length is non-negative, so the final answer is 55, not ±5\pm5.

Answer. ∣3+4i∣=5|3+4\mathrm{i}|=5.

Check. (3+4i)(3−4i)=25=52(3+4\mathrm{i})(3-4\mathrm{i})=25=5^2.

Change just the sign of the real part. The point moves into the second quadrant, while the modulus stays the same.

Worked example 2: a negative coordinate

Question. Find the modulus of −3+4i-3+4\mathrm{i}.

Plan. Put the signed coordinates into the sum of squares.

∣−3+4i∣=(−3)2+42include the negative sign=9+16(−3)2=9=5distance from origin\begin{aligned} |-3+4\mathrm{i}|&=\sqrt{(-3)^2+4^2} && \text{include the negative sign} \\ &=\sqrt{9+16} && (-3)^2=9 \\ &=5 && \text{distance from origin} \end{aligned}

Why this step? Squaring the whole real coordinate gives (−3)2(-3)^2. Writing −32-3^2 would square only the 33, then negate it.

Answer. The modulus is 55.

Check. Reflection in the imaginary axis takes (3,4)(3,4) to (−3,4)(-3,4) without changing its distance from the origin.

A useful surprise lives on the unit circle. If ∣u∣=1|u|=1, then uu∗=1uu^*=1, so the reciprocal of uu is just its reflection: 1/u=u∗1/u=u^*. For instance, u=35+45iu=\frac35+\frac45\mathrm{i} has reciprocal 35−45i\frac35-\frac45\mathrm{i}; their product is 925+1625=1\frac9{25}+\frac{16}{25}=1.

Watch out

Wrong: ∣−3+4i∣=−9+16|-3+4\mathrm{i}|=\sqrt{-9+16}. The real coordinate is −3-3, whose square is +9+9. Right: (−3)2+42=5\sqrt{(-3)^2+4^2}=5. Modulus also never means “add the two coordinates”.

Apply the distance rule when both coordinates are negative.

Choosing the principal argument

The argument gives the direction of a non-zero complex number, measured from the positive real axis, and the quadrant decides which angle is correct.

The angle to 3+4i3+4\mathrm{i} is about 0.9270.927 radians. The angle to −3+4i-3+4\mathrm{i} is about 2.212.21 radians. The points have the same modulus, but these different directions distinguish them.

Principal argument

For z≠0z\ne0, the principal argument arg⁡z=θ\arg z=\theta is the directed angle from the positive real axis to the position vector of zz, chosen in the range −π<θ≤π-\pi<\theta\le\pi. Positive angles turn anticlockwise; negative angles turn clockwise. For example, arg⁡(i)=π/2\arg(\mathrm{i})=\pi/2 and arg⁡(−i)=−π/2\arg(-\mathrm{i})=-\pi/2. Zero has no argument because it has no direction.

A full turn changes an angle by 2π2\pi without changing the point. The principal range selects one representative. On the negative real axis choose π\pi, since −π-\pi is excluded; on the positive real axis choose zero.

For a point off the axes, first find the acute reference angle α=arctan⁡∣y/x∣\alpha=\arctan|y/x|, then use the signs of the coordinates. This avoids trusting a calculator's inverse tangent to find the quadrant for you.

QuadrantSigns of (x,y)(x,y)Principal argument
Firstx>0,y>0x>0,y>0α\alpha
Secondx<0,y>0x<0,y>0π−α\pi-\alpha
Thirdx<0,y<0x<0,y<0−π+α-\pi+\alpha
Fourthx>0,y<0x>0,y<0−α-\alpha

The rule is a direction rule rather than a formula to apply at the axes: when x=0x=0, division by xx is unavailable, but the diagram gives ±π/2\pm\pi/2 immediately. These argument conventions and the reference-angle procedure are not in the formula booklet; learn them.

[DIAGRAM: asset_name: Principal arguments in the four quadrants; asset_slug: 9fm0-principal-arguments; caption: The same reference angle gives different principal arguments in different quadrants; description: Equal-scale Argand axes show four points at (1,root 3), (minus 1,root 3), (minus 1,minus root 3) and (1,minus root 3). Each lies on a faint circle of radius 2. Clear labels give principal arguments pi over 3, 2pi over 3, minus 2pi over 3 and minus pi over 3 respectively. A note identifies pi on the negative real axis and says zero has no argument.]
The same reference angle gives different principal arguments in different quadrants

Worked example 3: the second quadrant

Question. Find the principal argument of z=−1+i3z=-1+\mathrm{i}\sqrt3.

Plan. Find the reference angle from the coordinate ratio, then use the second quadrant.

α=arctan⁡∣3−1∣=π3acute reference anglex<0, y>0⟹θ=π−αsecond quadrantθ=π−π3=2π3principal range\begin{aligned} \alpha&=\arctan\left|\frac{\sqrt3}{-1}\right|=\frac\pi3 && \text{acute reference angle} \\ x<0,\ y>0&\quad\Longrightarrow\quad\theta=\pi-\alpha && \text{second quadrant} \\ \theta&=\pi-\frac\pi3=\frac{2\pi}3 && \text{principal range} \end{aligned}

Why this step? The calculator value arctan⁡(−3)=−π/3\arctan(-\sqrt3)=-\pi/3 points into the fourth quadrant, which disagrees with the signs of zz.

Answer. arg⁡z=2π/3\arg z=2\pi/3.

Check. cos⁡(2π/3)=−1/2\cos(2\pi/3)=-1/2 and sin⁡(2π/3)=3/2\sin(2\pi/3)=\sqrt3/2, so the direction has negative real and positive imaginary parts.

Change only the sign of the imaginary part. The point moves below the real axis, so the principal direction is now clockwise.

Worked example 4: the third quadrant

Question. Find the principal argument of z=−1−i3z=-1-\mathrm{i}\sqrt3.

Plan. Keep the same reference angle and choose the third-quadrant angle in the principal range.

α=arctan⁡3=π3same reference triangleθ=−π+αthird quadrant=−2π3−π<θ≤π\begin{aligned} \alpha&=\arctan\sqrt3=\frac\pi3 && \text{same reference triangle} \\ \theta&=-\pi+\alpha && \text{third quadrant} \\ &=-\frac{2\pi}3 && -\pi<\theta\le\pi \end{aligned}

Why this step? The anticlockwise angle 4π/34\pi/3 reaches the point too, but subtracting 2π2\pi makes it principal.

Answer. arg⁡z=−2π/3\arg z=-2\pi/3.

Check. Reflecting −1+i3-1+\mathrm{i}\sqrt3 in the real axis reverses its angle from 2π/32\pi/3 to −2π/3-2\pi/3.

Inverse tangent knows a ratio. A sketch supplies the information about the signs that the ratio can lose.

Watch out

Wrong: “y/x>0y/x>0, so the argument is positive.” Both coordinates can be negative. For −1−i3-1-\mathrm{i}\sqrt3, the ratio is positive but the principal argument is −2π/3-2\pi/3. Identify the quadrant first.

Use a different reference angle for this point below the real axis.

Converting between the two forms

A modulus and an argument recover the original coordinates through cosine and sine, so distance and direction contain exactly the same information as Cartesian form.

If the position vector has length rr and angle θ\theta, its horizontal projection is rcos⁡θr\cos\theta and its vertical projection is rsin⁡θr\sin\theta. Signed trigonometric values make this work in all four quadrants, not just in a right triangle drawn above the axis.

Modulus-argument form

For z≠0z\ne0, set r=∣z∣>0r=|z|>0 and choose θ=arg⁡z\theta=\arg z. Then

z=x+iy=r(cos⁡θ+isin⁡θ),x=rcos⁡θ,y=rsin⁡θz=x+\mathrm{i}y=r(\cos\theta+\mathrm{i}\sin\theta), \qquad x=r\cos\theta,\quad y=r\sin\theta

To go from Cartesian form, calculate r=x2+y2r=\sqrt{x^2+y^2} and choose θ\theta using the quadrant. Equivalent directions differ by whole multiples of 2π2\pi.

Not in the formula booklet: learn it.

The booklet uses this notation inside de Moivre's theorem, but it does not supply the conversion procedure. Keep the bracket: rr multiplies both trigonometric terms.

For instance, −1+i3-1+\mathrm{i}\sqrt3 has r=2r=2 and θ=2π/3\theta=2\pi/3, so its modulus-argument form is 2(cos⁡(2π/3)+isin⁡(2π/3))2(\cos(2\pi/3)+\mathrm{i}\sin(2\pi/3)). Multiplying back gives 2(−1/2)+2i(3/2)=−1+i32(-1/2)+2\mathrm{i}(\sqrt3/2)=-1+\mathrm{i}\sqrt3.

Worked example 5: Cartesian to modulus-argument

Question. Express −2+2i-2+2\mathrm{i} in modulus-argument form, using its principal argument.

Plan. Calculate the modulus, identify the quadrant and find the angle from its reference triangle.

r=(−2)2+22=22Pythagorasα=arctan⁡1=π4equal coordinate sizesθ=π−π4=3π4second quadrant\begin{aligned} r&=\sqrt{(-2)^2+2^2}=2\sqrt2 && \text{Pythagoras} \\ \alpha&=\arctan1=\frac\pi4 && \text{equal coordinate sizes} \\ \theta&=\pi-\frac\pi4=\frac{3\pi}4 && \text{second quadrant} \end{aligned}

Why this step? The ratio alone gives a reference angle; the negative real part and positive imaginary part choose the second quadrant.

Answer. z=22 (cos⁡(3π/4)+isin⁡(3π/4))z=2\sqrt2\,(\cos(3\pi/4)+\mathrm{i}\sin(3\pi/4)).

Check. Multiplying 222\sqrt2 by −1/2-1/\sqrt2 and 1/21/\sqrt2 gives the original coordinates −2-2 and 22.

Now change just the sign of the imaginary coordinate. The radius and reference triangle stay the same; the principal argument changes sign.

Worked example 6: Cartesian form below the axis

Question. Express −2−2i-2-2\mathrm{i} in modulus-argument form, using its principal argument.

Plan. Keep the modulus and reference angle from the reflected point, then choose the third-quadrant direction.

r=4+4=22unchanged distanceα=π4equal coordinate sizesθ=−π+π4=−3π4principal third-quadrant angle\begin{aligned} r&=\sqrt{4+4}=2\sqrt2 && \text{unchanged distance} \\ \alpha&=\frac\pi4 && \text{equal coordinate sizes} \\ \theta&=-\pi+\frac\pi4=-\frac{3\pi}4 && \text{principal third-quadrant angle} \end{aligned}

Why this step? The anticlockwise angle 5π/45\pi/4 would describe the same point, but it lies outside the principal range.

Answer. z=22 (cos⁡(−3π/4)+isin⁡(−3π/4))z=2\sqrt2\,(\cos(-3\pi/4)+\mathrm{i}\sin(-3\pi/4)).

Check. Cosine and sine are both −1/2-1/\sqrt2, recovering −2−2i-2-2\mathrm{i}.

For the reverse direction, the trigonometric values supply the coordinates directly. The next pair keeps the modulus fixed while changing the quadrant.

Worked example 7: modulus-argument to Cartesian

Question. Express 4(cos⁡(π/6)+isin⁡(π/6))4(\cos(\pi/6)+\mathrm{i}\sin(\pi/6)) in Cartesian form.

Plan. Substitute exact trigonometric values and multiply both parts by the modulus.

z=4(32+12i)exact trig values=23+2imultiply both terms\begin{aligned} z&=4\left(\frac{\sqrt3}{2}+\frac12\mathrm{i}\right) && \text{exact trig values} \\ &=2\sqrt3+2\mathrm{i} && \text{multiply both terms} \end{aligned}

Why this step? The radius scales both coordinates; multiplying only the real part would change the angle as well as the distance.

Answer. z=23+2iz=2\sqrt3+2\mathrm{i}.

Check. ∣z∣=12+4=4|z|=\sqrt{12+4}=4, and the point is in the first quadrant with tan⁡θ=1/3\tan\theta=1/\sqrt3.

The second example changes only the angle, from the first quadrant to the second. The cosine changes sign while the sine stays positive.

Worked example 8: converting in a different quadrant

Question. Express 4(cos⁡(5π/6)+isin⁡(5π/6))4(\cos(5\pi/6)+\mathrm{i}\sin(5\pi/6)) in the form a+bia+b\mathrm{i}, with a,ba,b exact real numbers.

Plan. Use the signs of sine and cosine in the second quadrant, then distribute the modulus.

z=4(−32+12i)second-quadrant signs=−23+2imultiply by 4\begin{aligned} z&=4\left(-\frac{\sqrt3}{2}+\frac12\mathrm{i}\right) && \text{second-quadrant signs} \\ &=-2\sqrt3+2\mathrm{i} && \text{multiply by }4 \end{aligned}

Why this step? The reference angle is still π/6\pi/6; the quadrant determines which coordinate is negative.

Answer. z=−23+2iz=-2\sqrt3+2\mathrm{i}, so a=−23a=-2\sqrt3 and b=2b=2.

Check. The modulus remains 44, and negative real part with positive imaginary part matches 5π/65\pi/6.

Distribute the modulus before reading off either coordinate.

Watch out

Wrong: r(cos⁡θ+isin⁡θ)=rcos⁡θ+isin⁡θr(\cos\theta+\mathrm{i}\sin\theta)=r\cos\theta+\mathrm{i}\sin\theta. The bracket scales both terms. The correct expansion is rcos⁡θ+irsin⁡θr\cos\theta+\mathrm{i}r\sin\theta, giving coordinates rcos⁡θ,rsin⁡θr\cos\theta,r\sin\theta.

This answers the opening question. Both 3+4i3+4\mathrm{i} and −3+4i-3+4\mathrm{i} have modulus 55. If α=arctan⁡(4/3)\alpha=\arctan(4/3), their forms are 5(cos⁡α+isin⁡α)5(\cos\alpha+\mathrm{i}\sin\alpha) and 5(cos⁡(π−α)+isin⁡(π−α))5(\cos(\pi-\alpha)+\mathrm{i}\sin(\pi-\alpha)): same distance, different direction.

Exam tip

When modulus-argument form is requested, give the complete expression r(cos⁡θ+isin⁡θ)r(\cos\theta+\mathrm{i}\sin\theta), with the angle in radians. A pair of values for rr and θ\theta is useful working, but finish in the requested form.

Here the angle is clockwise. Recover its coordinates before checking its quadrant.

Quick Recap

  • ∣x+iy∣=x2+y2|x+\mathrm{i}y|=\sqrt{x^2+y^2} is a non-negative distance, and ∣z∣2=zz∗|z|^2=zz^*.
  • For z≠0z\ne0, choose −π<arg⁡z≤π-\pi<\arg z\le\pi; zero has no argument.
  • Use a reference angle and the quadrant, rather than trusting arctan⁡(y/x)\arctan(y/x) alone.
  • Convert with z=r(cos⁡θ+isin⁡θ)z=r(\cos\theta+\mathrm{i}\sin\theta), where x=rcos⁡θx=r\cos\theta and y=rsin⁡θy=r\sin\theta.

The opening points share modulus 55; their different principal arguments distinguish their positions exactly.