Web20 Nyc Financial

Freeing and Visualizing Financial Data Toby Segaran and Jesper Sparre Andersen

"I've said it before, and I'll say it again. If there's anything good that has come out of The Situation the ﬁnancial crisis it's the slew of high- quality graphics to help us understand what's going on. Some visualizations attempt to explain it all while others focus on affected business. Others concentrate on how we, as citizens are affected. Some show those who are responsible.” Nathan Yau, Flowing Data

Why visualize?

To make a point TODO: Shiller quote

To make a point

To form a hypothesis FIPS -> Foreclosures

To form a hypothesis

Current state

Whole market

Infographics

Changing Motivations

TODO: Palantir

Modern Visuals

Trading support ‣ Market tick data ‣ Technical indicators ‣ Volatility surface

Reporting ‣ Direct Journalism ‣ Data Visualization as Journalism

Risk assessment ‣ Risk assessment scores (fundamentals)

Fraud detection ‣ Fundamentals ‣ Governance / Leadership

Corporate governance ‣ Board membership ‣ Executives ‣ Compensation ‣ Insider trades

Investment Fundamentals ‣ Balance sheet, Income, etc. ‣ Analyst opinion (per company) ‣ Analyst opinion (per ﬁrm -- analyst transparency reports) ‣ Holders

More Open Data

XBRL ‣ XBRL Notes

Bloomberg IDs ‣ Bloomberg notes

Systematic approach?

‣ Line graph ‣ Parallel Coordinates New Methods ‣ Network map ‣ Color-code geographic map ‣ Dendrogram ‣ Scatter plot ‣ Dimension-reduced plot ‣ Independent components ‣ Histogram

Data sources

New Data Sources ‣ 10-Ks / 10-Qs for fundamentals ‣ 8-Ks corporate events ‣ 13-F holdings ‣ 3 and 4 for insider trades ‣ Proxy statements for exec comp ‣ Analyst transparency reports

Analyst Transparency

Institutional Holdings

Ebb graph ‣ TODO: NYTimes graphic

Visualization ‣ TODO: Network map of Analyst Transparency

Visualization ‣ TODO: Gapminder of Fundamentals

Insider Trades

Visualization ‣ TODO: Dendrogram? of insider trades

Web20 Nyc Financial

by Jesper Andersen on Nov 22, 2009

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