``FundExplorer: Supporting the diversification of mutual fund portfolios using Context Treemaps''
by
Christoph Csallner,
Marcus Handte,
Othmar Lehmann, and
John Stasko.
In Proc. 9th IEEE Symposium on Information Visualization
(InfoVis), Oct. 2003, pp. 203-208.
Abstract
An equity mutual fund is a financial instrument that invests in a set of
stocks. Any two different funds may partially invest in some of the same
stocks, thus overlap is common. Portfolio diversification aims at
spreading an investment over many different stocks in search of greater
returns. Helping people with portfolio diversification is challenging
because it requires informing them about both their current portfolio of
stocks held through funds and the other stocks in the market not invested
in yet. Current stock/fund visualization systems either waste screen real
estate or only visualize the user's portfolio and therefore do not show
the potentially huge number of stocks available in the market. Distortion
applied to treemaps yields both efficient use of screen real estate and
visualization of all data points. We have developed a system called
FundExplorer that implements a distorted treemap to visualize both the
amount of money invested in a person's fund portfolio and the context of
remaining market stocks. The FundExplorer system enables people to
interactively explore diversification possibilities with their portfolios.
@inproceedings{csallner03fundexplorer,
author = {Christoph Csallner and Marcus Handte and Othmar Lehmann and
John Stasko},
title = {{FundExplorer}: Supporting the diversification of mutual fund
portfolios using {C}ontext {T}reemaps},
booktitle = {Proc. 9th IEEE Symposium on Information Visualization
(InfoVis)},
pages = {203--208},
publisher = {IEEE},
month = oct,
year = {2003}
}
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