Describing Complex Numbers by Distance and Direction
The algebraic formz=a+bi works well for addition and subtraction, but becomes unwieldy when computing powers and roots. Trigonometric form offers an alternative description: instead of specifying horizontal and vertical components, we specify how far a number lies from the origin and at what angle. This polar perspective transforms multiplication into rotation and scaling, making operations that are tedious in algebraic form almost trivial.
Why a New Representation?
Computing (1+i)10 in algebraic form requires expanding a binomial to the tenth power — dozens of terms, careful bookkeeping, and ample opportunity for error. The trigonometric form reduces this calculation to a few seconds of mental arithmetic.
The key insight comes from the geometric representation of complex numbers. Every complex number corresponds to a point in the plane, and every point can be described two ways: by its Cartesian coordinates (a,b) or by its polar coordinates (r,θ). The algebraic form uses Cartesian coordinates. The trigonometric form uses polar coordinates.
Two parameters define a complex number in this representation:
Modulus (r): The distance from the origin to the point, identical to the absolute value∣z∣.
Argument (θ): The angle formed between the positive real axis and the line segment connecting the origin to the point.
This shift from rectangular to polar thinking unlocks powerful computational shortcuts. Multiplication becomes rotation combined with scaling. Division becomes counter-rotation combined with shrinking. Powers and roots reduce to simple arithmetic on the modulus and argument.
Modulus (Radius)
The modulus of a complex number z=a+bi measures its distance from the origin in the complex plane. This quantity is computed using the Pythagorean theorem:
r=∣z∣=a2+b2
The modulus is always a non-negative real number. It equals zero only when both a=0 and b=0, meaning z=0 is the sole complex number with zero modulus.
Examples
For z=3+4i:
r=32+42=9+16=25=5
For z=−2+2i:
r=(−2)2+22=4+4=8=22
For z=−5i:
r=02+(−5)2=25=5
The modulus represents the "size" of a complex number without regard to its direction. Two numbers with the same modulus lie on a circle of radius r centered at the origin.
Argument (Angle)
The argument of a complex number z is the angle θ measured from the positive real axis to the line segment connecting the origin to z. By convention, angles measured counterclockwise are positive, and angles measured clockwise are negative.
The notation arg(z)=θ denotes the argument of z. Arguments are typically expressed in radians, though degrees appear in elementary contexts.
Finding the Argument
For z=a+bi with a=0, the tangent of the argument satisfies:
tanθ=ab
However, the arctangent function alone does not determine θ uniquely. The equation tanθ=ab has solutions in two quadrants, so you must identify which quadrant contains z and select the appropriate angle.
The Argument Is Not Unique
Adding any integer multiple of 2π to an argument produces another valid argument for the same complex number. If θ is an argument of z, then so is θ+2πk for any integer k. The number z=1+i has argument 4π, but also 4π+2π=49π, and 4π−2π=−47π, and infinitely many others.
The Principal Argument
To avoid ambiguity, mathematicians define a unique representative called the principal argument. The principal argument of z, denoted Arg(z) with a capital A, is the unique argument lying in a specified standard interval.
Two conventions exist:
Convention 1:Arg(z)∈(−π,π]
Convention 2:Arg(z)∈[0,2π)
The first convention is more common in advanced mathematics. Under this convention, arguments range from just above −π (pointing almost directly left, slightly below the axis) through π (pointing directly left).
Examples Using (−π,π]
For z=1 (positive real): Arg(z)=0
For z=i (positive imaginary): Arg(z)=2π
For z=−1 (negative real): Arg(z)=π
For z=−i (negative imaginary): Arg(z)=−2π
For z=1+i (first quadrant): Arg(z)=4π
For z=−1−i (third quadrant): Arg(z)=−43π
The principal argument provides a canonical choice when a unique angle is required.
Quadrant Considerations
The formula θ=arctan(b/a) returns values in (−2π,2π), which covers only the right half of the plane. For complex numbers in the left half-plane, adjustments are necessary.
Quadrant I: a>0, b>0
The arctangent gives the correct angle directly:
θ=arctan(ab)
Quadrant II: a<0, b>0
Add π to the arctangent result:
θ=arctan(ab)+π
Quadrant III: a<0, b<0
Subtract π from the arctangent result (for principal argument in (−π,π]):
θ=arctan(ab)−π
Quadrant IV: a>0, b<0
The arctangent gives the correct angle directly (it will be negative):
θ=arctan(ab)
Alternative: The atan2 Function
Many calculators and programming languages provide atan2(b,a), which automatically handles quadrant adjustment and returns the principal argument directly.
Special Angles on the Axes
When a complex number lies on one of the coordinate axes, the argument takes a standard value that requires no calculation.
Positive Real Axis
For z=a where a>0:
θ=0
The number points directly to the right.
Positive Imaginary Axis
For z=bi where b>0:
θ=2π(90°)
The number points directly upward.
Negative Real Axis
For z=a where a<0:
θ=π(180°)
The number points directly to the left.
Negative Imaginary Axis
For z=bi where b<0:
θ=−2π(−90°)or equivalently23π(270°)
The number points directly downward. Which value you use depends on your chosen interval for the principal argument.
The Origin
For z=0, the argument is undefined. A point at the origin has no direction from itself.
The Trigonometric Form
With modulus r and argument θ defined, the trigonometric form expresses a complex number as:
z=r(cosθ+isinθ)
This formula encodes the relationship between polar and Cartesian coordinates. The real part is a=rcosθ and the imaginary part is b=rsinθ.
The cis Notation
Because the combination cosθ+isinθ appears constantly, an abbreviated notation exists:
cisθ=cosθ+isinθ
Using this shorthand, the trigonometric form becomes:
z=rcisθ
The notation "cis" stands for "cosine + i sine." It appears frequently in precalculus and engineering contexts.
Connection to Exponential Form
The trigonometric form leads directly to the exponential form through Euler's formula:
eiθ=cosθ+isinθ
This identity shows that cisθ=eiθ, so the trigonometric and exponential forms are two notations for the same representation.
Converting Algebraic to Trigonometric
To convert z=a+bi into trigonometric form z=rcisθ:
Step 1: Calculate the modulus.
r=a2+b2
Step 2: Determine the argument using tanθ=ab with appropriate quadrant adjustment.
Step 3: Write the result as z=rcisθ or z=r(cosθ+isinθ).
Example 1: Convert z=1+3i
Step 1: r=12+(3)2=1+3=4=2
Step 2: tanθ=13=3. Since a>0 and b>0 (first quadrant), θ=arctan(3)=3π.
Step 3: z=2cis3π
Example 2: Convert z=−3−3i
Step 1: r=(−3)2+(−3)2=9+9=18=32
Step 2: tanθ=−3−3=1. Since a<0 and b<0 (third quadrant), θ=arctan(1)−π=4π−π=−43π.
Step 3: z=32cis(−43π)
Converting Trigonometric to Algebraic
To convert z=rcisθ into algebraic form z=a+bi:
Step 1: Calculate the real part.
a=rcosθ
Step 2: Calculate the imaginary part.
b=rsinθ
Step 3: Write the result as z=a+bi.
Example 1: Convert z=4cis60°
Step 1: a=4cos60°=4⋅21=2
Step 2: b=4sin60°=4⋅23=23
Step 3: z=2+23i
Example 2: Convert z=5cis23π
Step 1: a=5cos23π=5⋅0=0
Step 2: b=5sin23π=5⋅(−1)=−5
Step 3: z=0+(−5)i=−5i
Example 3: Convert z=2cis65π
Step 1: a=2cos65π=2⋅(−23)=−3
Step 2: b=2sin65π=2⋅21=1
Step 3: z=−3+i
Multiplication and Division in Trigonometric Form
The trigonometric form reveals that multiplication of complex numbers combines rotation with scaling, while division reverses both operations.
Multiplication Rule
For z1=r1cisθ1 and z2=r2cisθ2:
z1⋅z2=r1r2cis(θ1+θ2)
Multiply the moduli and add the arguments. Geometrically, multiplying by z2 scales distances by r2 and rotates by angle θ2.
Division Rule
For z1=r1cisθ1 and z2=r2cisθ2 with z2=0:
z2z1=r2r1cis(θ1−θ2)
Divide the moduli and subtract the arguments.
Example: Multiplication
Let z1=2cis30° and z2=3cis45°.
z1⋅z2=(2)(3)cis(30°+45°)=6cis75°
Example: Division
Let z1=10cis32π and z2=2cis6π.
z2z1=210cis(32π−6π)=5cis2π
These formulas extend naturally to De Moivre's theorem, which handles powers and roots with equal elegance.