Personalization and Visualization on Handheld Devices Dongsong Zhang, George Karabatis, Zhiyuan Chen, Boonlit Adipat, Liwei Dai, Tony Zhang, and Wang Yu Paper presented at ACM SAC 2006, Dijon, France ► Figure 1. The 3-tier architecture of the system Motivation Current Approaches ► Content summarization – Only an abstract or a summary of the original text content (e.g. Web documents) is displayed (Buyukkokten et al, 2001; Chakrabarti et al, 2004). ► Visualization – Information is displayed in a way that enables users to focus on an important part while keeping a contextual view such as the fisheye and flip-zooming techniques (Furnas, 1986; Bjork et al, 1997). Objective Significant research has been done on how to better present information on small screens of mobile handheld devices. However, most of the proposed techniques mainly focus on text documents. It is not clear how to apply them on numeric data such as a large number of stocks or mutual funds. The objective of this work is to identify novel approaches of presenting large numeric information on mobile handheld devices. These approaches are personalization, fisheye view with semantic zooming, and hierarchical clustering. We built a mobile financial application for users interested in stocks and mutual funds to demonstrate our approach. A prototype system for mobile financial applications ► System architecture A prototype system is developed based on a 3-tier architecture. It obtains real-time stock prices from the Yahoo!Finance online stock database and other online sources. ► Components 1.Personalization – The system keeps track of users’ past access history, it customizes presentation, and delivers only information that is relevant to users’ interests such as frequently accessed stocks. ► Viewing stock information with bar charts Users view information about any single stock, or compare multiple stocks within a given time period in a single chart. ► Viewing stock charts with semantic zoom-in/out capability Users view a stock chart in a high-level view (e.g., monthly) and can zoom-in to a lower level (e.g., weekly and daily views) without losing the context of the higher-level views. 2. Caching – The system caches the most relevant and/or recent data on local devices, so that users can still access data when disconnected. 3. Visualization – The system provides users with several presentation modes, such as bar charts, semantic zoom-in/out capability, and hierarchical clustering navigation. ► Mutual fund navigation using hierarchical clustering techniques  Users first select the attributes (two for ease of presentation) they want to cluster the funds.  Mutual fund clusters based on “return” and “expense”. Each dot represents a mutual fund. Tapping anywhere within a rectangle (a cluster), displays all mutual funds in red.  Users add more attributes for mutual funds clustering. “Risk” and “rating” are the new attributes displayed in a new clustering graph, while the previously selected mutual funds are still shown in red (linking technique).  The system groups similar funds into clusters, and organizes them into a hierarchy. Users can navigate through these clusters and select one that they want to explore further.