基金数据可视分析:交互式层次树设计与动态排序探索  

Interactive Tree and Ranking-Based Fund Data Visual Analysis

作　　者：王非凡 谢李文含 岳轩武 苏洋洋 周国兵 冯霁 庄吓海 陈思明 Wang Feifan;Xie Liwenhan;Yue Xuanwu;Su Yangyang;Zhou Guobing;Feng Ji;Zhuang Xiahai;Chen Siming(School of Data Science,Fudan University,Shanghai 200433;Visualization Research Lab at Hong Kong University of Science and Technology,Hong Kong 999077;Baiont Technology,Nanjing 210046;Sinovation Ventures AI Institute,Beijing 100080)

机构地区：[1]复旦大学大数据学院,上海200433 [2]香港科技大学可视化实验室,中国香港999077 [3]南京倍漾科技有限公司,南京210046 [4]创新工场人工智能工程院,北京100080

出　　处：《计算机辅助设计与图形学学报》2024年第10期1583-1592,共10页Journal of Computer-Aided Design & Computer Graphics

基　　金：上海市“脑与类脑智能基础转化应用研究”市级重大科技专项(2018SHZDZX01);上海市“科技创新行动计划”(21ZR1403300,21YF1402900).

摘　　要：采用国内公募混合型基金数据,与领域专家合作,通过提炼对高维时序基金数据的基本分析任务,提出一种交互可视分析方法,并实现一个可视分析系统,支持投资者自上而下地探索分析,从上千只基金中挑选最适宜的产品.用户通过时间趋势图及展示业绩评价指标的平行坐标图预选基金,并在产品聚类图和重要维度散点图上进一步进行比较和决策;在此基础上,通过一种新颖的交互层次可视化设计,用树形结构展示用户挑选基金时的内在逻辑;借此交互树形图,用户可动态地分析基金数据,构建个性化投资决策层次树与多属性排序规则,最终选出合适的基金.通过2个案例,验证了所提方法及可视化设计在筛选优质基金、探索市场概况等方面的可用性和有效性.Taking Chinese public fund data as an instance,we collaborate with domain experts and distill basic tasks for analyzing multidimensional temporal fund data.We propose a visual analytics solution for the problems and implement an interactive system which supports investors to explore the data from an overview to details,and thereby choose the most appropriate fund products from thousands of options.Generally,the user can filter for a pre-liminary set of candidates through a line plot showing the overall performance and a parallel coordinate showing various indices.They may compare specific funds with others under a global clutter view,and further analyze on the scatter plot for important data dimensions.In particular,we design a novel hierarchical interactive tree that surfaces the underlying investment principle when the user interacts with the system,where users can analyze the fund data dynamically and build their personalized tree and rank criteria for such multidimensional data.Through two case studies based on real-life data,we demonstrate the usability and effectiveness of our method.

关 键 词：金融数据可视化 高维数据 可视分析 可视知识发现 

分 类 号：TP391.41[自动化与计算机技术—计算机应用技术]