
Financial cluster analysis allows investors to discover investment alternatives and avoid undertaking excessive risks. However, this analytical task faces substantial challenges arising from many pairwise comparisons, the dynamic correlations across time spans, and the ambiguity in deriving implications from business relational knowledge. We propose Prismatic, a visual analytics system that integrates quantitative analysis of historical performance and qualitative analysis of business relational knowledge to cluster correlated businesses interactively. Prismatic features three clustering processes: dynamic cluster generation, knowledge-based cluster exploration, and correlation-based cluster validation. Utilizing a multi-view clustering approach, it enriches data-driven clusters with knowledge-driven similarity, providing a nuanced understanding of business correlations. Through well-coordinated visual views, Prismatic facilitates a comprehensive interpretation of intertwined quantitative and qualitative features, demonstrating its usefulness and effectiveness via case studies on formulating concept stocks and extensive interviews with domain experts.
14 pages. A preprint version accepted to IEEE Transactions on Visualization and Computer Graphics (TVCG), 2025
Computational Engineering, Finance, and Science (cs.CE), FOS: Computer and information sciences, Computer Science - Machine Learning, Computer Science - Human-Computer Interaction, Computer Science - Computational Engineering, Finance, and Science, Human-Computer Interaction (cs.HC), Machine Learning (cs.LG)
Computational Engineering, Finance, and Science (cs.CE), FOS: Computer and information sciences, Computer Science - Machine Learning, Computer Science - Human-Computer Interaction, Computer Science - Computational Engineering, Finance, and Science, Human-Computer Interaction (cs.HC), Machine Learning (cs.LG)
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