1 Introduction.Selecting mutual funds is a major challenge for ordinary investors due to the vast number of available options and diverse investment preferences.Existing methods to support fund selection heavily rely ...1 Introduction.Selecting mutual funds is a major challenge for ordinary investors due to the vast number of available options and diverse investment preferences.Existing methods to support fund selection heavily rely on extensive user investment behavior data[1].Furthermore,current online fund selection platforms primarily offer basic sorting based on Rate of Return,neglecting the individual preferences of typical investors.展开更多
Mutual funds are one of the most important and popular investment ways for ordinary investors to maintain and increase the value of their assets.However,it is challenging for ordinary investors to select optimal mutua...Mutual funds are one of the most important and popular investment ways for ordinary investors to maintain and increase the value of their assets.However,it is challenging for ordinary investors to select optimal mutual funds from thousands of fund choices managed by different managers.Various investors often have different personal investment preferences and it is difficult to characterize their preferences quickly.Also,mutual fund performance relies on various factors(e.g.,the economic market and the management of fund managers),and most of these factors are dynamically changing,making it difficult to efficiently compare different mutual funds in detail.To address these challenges,we propose FundSelector,an interactive multi-view visual analytics system that quantifies user preferences to rank mutual funds and allows ordinary investors to explore mutual fund performance in terms of multiple factors and scales.Two novel visual designs are proposed to enable detailed comparisons of mutual funds.Rank-informed bipartite contribution bar chart provides interpretable fund ranking results by explicitly showing both positive and negative factors.Elastic trend chart allows investors to analyze and compare the temporal evolution of the mutual funds’performances in a customizable way.We evaluated FundSelector through two case studies and interviews with eight ordinary investors.The results highlight its effectiveness and utility.展开更多
基金supported by the National Natural Science Foundation of China(Grant No.62132017)the Zhejiang Provincial Natural Science Foundation of China(No.LD24F020011)+1 种基金the Key R&D“Pioneer”Tackling Plan Program in Zhejiang Province(No.2023C01119)the“Ten Thousand Talents Plan”Science and Technology Innovation Leading Talent Program of Zhejiang Province,China(No.2022R52044).
文摘1 Introduction.Selecting mutual funds is a major challenge for ordinary investors due to the vast number of available options and diverse investment preferences.Existing methods to support fund selection heavily rely on extensive user investment behavior data[1].Furthermore,current online fund selection platforms primarily offer basic sorting based on Rate of Return,neglecting the individual preferences of typical investors.
基金supported by the National Natural Science Foundation of China(62132017,62421003)the Zhejiang Provincial Natural Science Foundation of China(LD24F020011)“Pioneer”and“Leading Goose”R&D Program of Zhejiang(2024C01167).
文摘Mutual funds are one of the most important and popular investment ways for ordinary investors to maintain and increase the value of their assets.However,it is challenging for ordinary investors to select optimal mutual funds from thousands of fund choices managed by different managers.Various investors often have different personal investment preferences and it is difficult to characterize their preferences quickly.Also,mutual fund performance relies on various factors(e.g.,the economic market and the management of fund managers),and most of these factors are dynamically changing,making it difficult to efficiently compare different mutual funds in detail.To address these challenges,we propose FundSelector,an interactive multi-view visual analytics system that quantifies user preferences to rank mutual funds and allows ordinary investors to explore mutual fund performance in terms of multiple factors and scales.Two novel visual designs are proposed to enable detailed comparisons of mutual funds.Rank-informed bipartite contribution bar chart provides interpretable fund ranking results by explicitly showing both positive and negative factors.Elastic trend chart allows investors to analyze and compare the temporal evolution of the mutual funds’performances in a customizable way.We evaluated FundSelector through two case studies and interviews with eight ordinary investors.The results highlight its effectiveness and utility.
