Working with financial data comes with challenges due to the complex nature of financial markets, necessitating transparency to collect and present data in effective visualization tools. Existing solutions often lack comprehensive integration of visualization techniques, particularly within fundamental and technical analysis. Our research reveals a gap in financial data visualization tools, characterized by the lack of a unified approach that effectively integrates diverse analytical techniques for investment decision-making, encompassing fundamental and technical analysis and portfolio management. InteractiveMarketViz was introduced as an innovative tool designed to enhance investment decision processes. It integrates diverse, user-friendly, interactive data visualization techniques to address the complexities of financial markets. Developed using R and Shiny, InteractiveMarketViz features three modules: Single-Asset Dashboard, Portfolio Analysis, and Monitoring. It includes candlestick plots, sunburst charts for portfolio composition, and a real-time monitoring dashboard integrated with Yahoo Finance data. Preliminary evaluations indicate that the visualizations provided by InteractiveMarketViz enhance data analysis and decision-making in financial contexts. It merges technical, fundamental, and portfolio analysis, providing actionable insights for investment decisions. InteractiveMarketViz addresses identified gaps in financial data visualization by offering a unified, comprehensive approach. It facilitates intricate financial decision-making processes and transforms complex financial data into interactive visualizations.

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InteractiveMarketViz: An Interactive Visualization Tool for Financial Data Analysis and Informed Investment Decision-Making

  • Marcos Brum Freire,
  • Duncan Dubugras Alcoba Ruiz,
  • Isabel Harb Manssour

摘要

Working with financial data comes with challenges due to the complex nature of financial markets, necessitating transparency to collect and present data in effective visualization tools. Existing solutions often lack comprehensive integration of visualization techniques, particularly within fundamental and technical analysis. Our research reveals a gap in financial data visualization tools, characterized by the lack of a unified approach that effectively integrates diverse analytical techniques for investment decision-making, encompassing fundamental and technical analysis and portfolio management. InteractiveMarketViz was introduced as an innovative tool designed to enhance investment decision processes. It integrates diverse, user-friendly, interactive data visualization techniques to address the complexities of financial markets. Developed using R and Shiny, InteractiveMarketViz features three modules: Single-Asset Dashboard, Portfolio Analysis, and Monitoring. It includes candlestick plots, sunburst charts for portfolio composition, and a real-time monitoring dashboard integrated with Yahoo Finance data. Preliminary evaluations indicate that the visualizations provided by InteractiveMarketViz enhance data analysis and decision-making in financial contexts. It merges technical, fundamental, and portfolio analysis, providing actionable insights for investment decisions. InteractiveMarketViz addresses identified gaps in financial data visualization by offering a unified, comprehensive approach. It facilitates intricate financial decision-making processes and transforms complex financial data into interactive visualizations.