research-article

On data visualization for securities investment fund analysis

Authors:

Yingchao WangAuthors Info & Claims

ACM TURC '19: Proceedings of the ACM Turing Celebration Conference - China

Article No.: 146, Pages 1 - 11

https://doi.org/10.1145/3321408.3326674

Published: 17 May 2019 Publication History

Abstract

The fund is more favorable for investors who lack of professional investment experience to invest. Linking to well-known fund websites in China, it is found that there is no suitable analysis method that enables such investors to have an intuitive understanding of fund-related information. The main purpose of this dissertation is to propose a visualization method that assists investors in selecting funds suitable for their investment objectives and risk preference. This is a set of process that selects and visualizes indicators that are important to investment funds and then analyzes them. The process analyzes the macro financial market, using the K-line chart combined with the RSI indicator to visualize the stock market first, and next analyzes the financial news hot words to form a word cloud in order to follow the macro market trend. Then it uses Pyecharts to visualize the similar fund companies and uses radar charts to visualize the company's current investment orientation. By doing so, it is able to assist investors to choose a suitable fund company. Finally, the fund manager is evaluated by the investment style box to show his personal investment preference and capability, and the fund is introduced in detail using the Sharp Index.

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Cited By

Wang Z(2023)A study of risk free and risky portfolio investment optimisation strategies under multi-objective constraintsHighlights in Business, Economics and Management10.54097/hbem.v17i.1104317(39-44)Online publication date: 31-Aug-2023
https://doi.org/10.54097/hbem.v17i.11043

On data visualization for securities investment fund analysis
1. Applied computing
  1. Law, social and behavioral sciences

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ACM TURC '19: Proceedings of the ACM Turing Celebration Conference - China

May 2019

963 pages

ISBN:9781450371582

DOI:10.1145/3321408

Copyright © 2019 ACM.

Permission to make digital or hard copies of all or part of this work for personal or classroom use is granted without fee provided that copies are not made or distributed for profit or commercial advantage and that copies bear this notice and the full citation on the first page. Copyrights for components of this work owned by others than ACM must be honored. Abstracting with credit is permitted. To copy otherwise, or republish, to post on servers or to redistribute to lists, requires prior specific permission and/or a fee. Request permissions from [email protected]

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Association for Computing Machinery

New York, NY, United States

Publication History

Published: 17 May 2019

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ACM TURC 2019

ACM TURC 2019: ACM Turing Celebration Conference - China

May 17 - 19, 2019

Chengdu, China

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Cited By

Wang Z(2023)A study of risk free and risky portfolio investment optimisation strategies under multi-objective constraintsHighlights in Business, Economics and Management10.54097/hbem.v17i.1104317(39-44)Online publication date: 31-Aug-2023
https://doi.org/10.54097/hbem.v17i.11043

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