3D charts are not common in financial services. We review chart use in practice. We create 3D financial visualizations starting with 2D charts used extensively in financial services, then extend into the third dimension with timeseries data. We embed the 2D view into the the 3D scene; constrain interaction and add depth cues to facilitate comprehension. Usage and extensions indicate success.
Automated Insights on Visualizations with Natural Language Generation
Quantitative data, such as a 10k financial report, requires cognitive load to scan the columns and rows and identify patterns and important takeaways, whether novice or subject matter expert. Visualizations can be used to summarize and reveal patterns. However, it may still be difficult to understand what is most meaningful. What should the viewer pay attention to? In this research, we reduce the cognitive load in understanding tabular data by combining charts with ranked natural language generated (NLG) bullet point statements that summarize the top takeaways.
Visual Analytic System for Subject Matter Expert Document Tagging using Information Retrieval and Semi-Supervised Machine Learning
We present a system that combines ambient visualization, information retrieval and machine learning to facilitate the ease and quality of document classification by subject matter experts for the purpose of organizing documents by “tags” inferred by the resultant classifiers. This system includes data collection, a language model, query exploration, feature selection, semi-supervised machine learning and a visual analytic workflow enabling non-data scientists to rapidly define, verify, and refine high-quality document classifiers.
Challenges in Financial Visualization
Financial visualization has existed for more than 100 years. Ongoing growth of financial markets increases the frequency, complexity and scale of data while users need to discern meaningful insights for many different types of tasks and objectives. This panel brings together four established practitioners from the financial industry who use visualization tools every day.
3D InfoVis is Here to Stay
3D information visualization has existed for more than 100 years. 3D offers intrinsic attributes such as an extra dimension for encoding position and length, meshes and surfaces; lighting and separation. Further 3D can aid mental models for configuration of data within a 3D spatial framework. Perceived issues with 3D are solvable and successful, specialized information visualizations can be built.
Financial Visualization Case Study: Correlating Financial Timeseries and Discrete Events to Support Investment Decisions
Bloomberg has designed and implemented a scalable visual representation for the depiction of many discrete timestamped events in use by hundreds of thousands of financial markets experts. This visualization enables a single screen to visually organize a large volume of event data; to facilitate inference through visual alignment of related data; and to provide a workflow from the single point of access to a wide variety of detailed information.
Visual Analytics for Model-Based Policy Analysis: Exploring Rapid Changes in Commodities Markets.
We will demonstrate an interactive visualization prototype with capabilities for ad hoc exploration that we have not found in other tools for policy analysis outside of the intelligence community. This visual workspace is built on a dynamic butterfly economic model. It enables analysts to examine for policy purposes global trends in consumption, production, imports and exports at national and regional scales and to relate them to population, GDP and income elasticity.
Spreadsheet Validation and Analysis through Content Visualization
Visualizing spreadsheet content provides analytic insight and visual validation of large amounts of spreadsheet data. Oculus Excel Visualizer is a point and click data visualization experiment which directly visualizes Excel data and re-users the layout and formatting already present in the spreadsheet.
Visualizing Spreadsheets Adds Exponential Value to Excel for Monitoring, Analysis and Modeling
Visualization for Communication: The Importance of Aesthetic Sizzle
When creating a visualization for communication, the inclusion of aesthetically appealing elements can greatly increase a design’s appeal, intuitiveness and memorability. Used without care, this “sizzle” can reduce the effectiveness of the visualization by obscuring the intended message. Maintaining a focus on key design principles and an understanding of the target audience can result in an effective visualization for communication. This paper describes these principles and shows their use in creating effective designs.
Information Visualization for Business - Past & Future
The opportunities for competitively harnessing information visualization to drive strategic business advantage are much bigger today than 10 years ago. Choose your visualization solutions carefully; fit is extremely important, and with visualization, a poor fit will show!
Dashboard Design: Why Design is Important
Effective design is crucial for dashboards. A good information design will clearly communicate key information to users and makes supporting information easily accessible.
Paper Landscapes: A Visualization Design Methodology
Paper landscape refers to both an iterative design process and a document as an aid to the design and development process for creating new information visualizations. A paper landscape engages all stakeholders early in the process of creating new visualizations and is used to solicit input; clarify ideas, features, requirements, tasks; and obtain support for the proposal, whether group consensus, market validation or project funding.
Visualization Value for Northern Trust Investors
Data Mining for Financial Services Conference, IBC, Chicago.
Information Animation - Applications in the Capital Markets
This groundbreaking book defines the emerging field of information visualization and offers the first-ever collection of the classic papers of the discipline, with introductions and analytical discussions of each topic and paper. The authors' intention is to present papers that focus on the use of visualization to discover relationships, using interactive graphics to amplify thought.
Invited speaker from Risk Management Technologies Conference
Seeing Investment Strategy
From Global Investment Management
Multi-Dimensional Representations - How Many Dimensions? Cluster Stack Visualization for Market Segmentation Analysis
“Information visualization methods present multi-dimensional data graphically by mapping data and properties to different visual shapes, colors, and positions… The purpose of visualization is to improve comprehension and reveal significance. It is easier to comprehend a visual representation than a numerical one, especially when the visual representation replaces many pages or screens of data. "
Business Visualization Applications
From IEEE Computer Graphics and Applications, July issue
Video, Ergo, Cogito - Seeing Investment Strategy
Institutional investor from Investment Roundtable