CISC 849 : Applications in Fintech Financial Visualization Leonardo De La Rosa Institute for Financial Services Analytics University of Delaware

CISC 849 : Applications in Fintech Leonardo De La Rosa Institute for Financial Services Analytics University of Delaware Financial Visualization Case Study: Correlating Financial Time series and Events to Support Investment Decisions Eugene Sorenson, Richard Brath TrendFocus: Visualization of Trends in Financial News with Indicator Sets Yik-Wai NG and Huamin Qu

CISC 849 : Applications in Fintech Introduction Many Pieces of Information: Investment Decisions Analysts Reports Bloomberg Financial News

CISC 849 : Applications in Fintech Introduction Continuous Time series Data Discrete Event Data Financial Price Time series

CISC 849 : Applications in Fintech Introduction Prior Technique: Will not scale to greater event density

CISC 849 : Applications in Fintech User Needs Unexpected Event News Story Rating Change New Economic Data Significant Action

CISC 849 : Applications in Fintech User Needs Occurrence and Price movements. 1 Event sequences and Price movements. 2 Investment hypotheses that consider event patterns:

CISC 849 : Applications in Fintech Problems FEEDBACK More detailed information Loss of Price Information Overlapping Enhancement requests and comments:

CISC 849 : Applications in Fintech User Needs Exploration Evaluation Monitoring Demand for different types of events:

CISC 849 : Applications in Fintech User Needs Additional constraints: Workflow. Small Space. Immediate Comprehension. Fast Start-up. High Performance. Low CPU.

CISC 849 : Applications in Fintech Background Financial Visualization Literacy: Price Chart

CISC 849 : Applications in Fintech Background Common Technical Studies: Moving Average Moving Average (Convergence /Divergence)

CISC 849 : Applications in Fintech Related Work Single Character per Event:

CISC 849 : Applications in Fintech Design Requirements: Recording Information Processing Information Communicating Information Visualization Functions

CISC 849 : Applications in Fintech Design Icons close to the line Markers aligned with horizontal panels Other Approaches Conceptual Sketches:

CISC 849 : Applications in Fintech Design Historic Precedent: Discrete Event Data Continuous Data

CISC 849 : Applications in Fintech Design Early Design: Shape

CISC 849 : Applications in Fintech Design Early Design: Icon Color

CISC 849 : Applications in Fintech Implementation Single Price Move and Corresponding Event

CISC 849 : Applications in Fintech Implementation Multiple Price Drops and Corresponding Events

CISC 849 : Applications in Fintech Implementation Event Patterns and Corresponding Price Changes:

CISC 849 : Applications in Fintech Challenges Configurability. 1 Color of Time series data. 2 Filtering of Events. 3 Deciphering Icons. 4

CISC 849 : Applications in Fintech Results 1 Information Inventory. 2 Visual Correlation. 3 Data Density. 4 Workflow. 5 Adoption.

CISC 849 : Applications in Fintech Future Work Design of unique icons. 1 Browsing, finding and managing event types. 2 Visualization of event data in other areas. 3

CISC 849 : Applications in Fintech Second Paper TrendFocus: Visualization of Trends in Financial News with Indicator Sets Yik-Wai NG and Huamin Qu

CISC 849 : Applications in Fintech Overview Economic and Financial equations in Visualization. 1 Changes in Financial and Economic Topics. 2 Analysis of semantic changes. 3

CISC 849 : Applications in Fintech Overview Information from Word Clouds: Inflation Interest Rate Money Supply

CISC 849 : Applications in Fintech Design Selection of Indicator Variables {Interest Rate, Inflation, Money Supply}

CISC 849 : Applications in Fintech Design Visualization of Appearance Frequency:

CISC 849 : Applications in Fintech Design Calculation of Semantic Value of Variables: “The interbank interest rate has surged over the past two weeks, making it harder for companies, particularly smaller ones, to borrow money.”

CISC 849 : Applications in Fintech Design Keyword Generation and Layout:

CISC 849 : Applications in Fintech Design Color of Keywords and Correlation to Variables: *Co-occuring Sentence: contains both the variable and keyword. *Co-occurring Document: contains both the variable and the keyword.

CISC 849 : Applications in Fintech Case Study US Federal Reserve has been considering tapering off Quantitative Easing (QE). About 3000 newspapers from the ProQuest database: The Financial Times The Wall Street Journal The Guardian New York Times China Today)

CISC 849 : Applications in Fintech Case Study Message from the Trend Chart: Inflation Interest Rate Money Supply

CISC 849 : Applications in Fintech Case Study “Long-term interest rates shot up after the Fed statements, and stock prices have tumbled.” “Bank stocks have been hit amid worries about higher interest rates on their balance sheets” “The Fed's tapering of QE 3 is also expected to be gradual and interest rates kept on hold until 2015.” QE Tapering

CISC 849 : Applications in Fintech Future Work Improvement of semantic analysis. 1 Extension to other domains. 2 Teaching in Finance and Economics. 3

CISC 849 : Applications in Fintech Start Up Financial software company providing investment research tools: First to know when companies make moves with in-app alerts. Filter by industry or watchlist to stay current on what’s happening in the market

CISC 849 : Applications in Fintech Start Up Financial software company providing investment research tools: Thousands of metrics with up to 30 years of history Market data, news, events, and charts in one place.

CISC 849 : Applications in Fintech Start Up

CISC 849 : Applications in Fintech Thank You