1. On data visualization for securities investment fund analysis
- Author
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Jiayi Ren, Fenghua Li, Guang Sun, Yanfei Xiao, Yingchao Wang, and Hongzhang Lv
- Subjects
Finance ,business.industry ,Order (exchange) ,Financial market ,Investment style ,Stock market ,Market trend ,Investment (macroeconomics) ,business ,Investment management ,Investment fund - 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.
- Published
- 2019
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