Skip to Main Content
Visualizing Financial Data
book

Visualizing Financial Data

by Julie Rodriguez, Piotr Kaczmarek
May 2016
Beginner to intermediate content levelBeginner to intermediate
480 pages
9h 17m
English
Wiley
Content preview from Visualizing Financial Data

Chapter 1 Paving a Path Toward Visual Communications

Visual communications can alleviate problems related to your complex data deluge, extract key points from your data, and help you create a visual narrative. The sequence of events, influencing factors, and unknown truths are examples of individual data stories that can become clearer with visual communications. Visualizations tell stories with charts to address a variety of needs starting with your own needs to evaluate data, communicate to peers, convince the board, present to clients, or report regulatory compliance. This chapter evaluates the current data state and presents a paved path toward a future with hardware and software advancements that you can use to create your own visual narrative.

Over the years we (a design research team) have partnered to create improved data displays that solve information challenges for our clients. In 2010, for instance, we worked on a risk platform—a proprietary technology software solution—for one of the world’s largest bank holding companies. The platform, focused on structured products, was geared to provide research analysts with standard risk scenarios for fixed income securities.

The most informative feedback we received about the platform came from an analyst named Dave (not his real name), whose job it was to sort through the data to identify the major themes and highlights and publish weekly market perspectives for the firm. As part of his work, Dave reviewed information ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

Essentials of Time Series for Financial Applications

Essentials of Time Series for Financial Applications

Massimo Guidolin, Manuela Pedio
Big Data Science in Finance

Big Data Science in Finance

Irene Aldridge, Marco Avellaneda
Numerical Methods and Optimization in Finance

Numerical Methods and Optimization in Finance

Manfred Gilli, Dietmar Maringer, Enrico Schumann

Publisher Resources

ISBN: 9781118907856Purchase book