Mutual funds are one of the most important and popular investment ways for ordinary investors to maintain and increase the value of their assets. However, it is challenging for ordinary investors to select optimal mutual funds from thousands of fund choices managed by different managers. Various investors often have different personal investment preferences and it is difficult to characterize their preferences quickly. Also, mutual fund performance relies on various factors (e.g., the economic market and the management of fund managers), and most of these factors are dynamically changing, making it difficult to efficiently compare different mutual funds in detail. To address these challenges, we propose FundSelector, an interactive multi-view visual analytics system that quantifies user preferences to rank mutual funds and allows ordinary investors to explore mutual fund performance in terms of multiple factors and scales. Two novel visual designs are proposed to enable detailed comparisons of mutual funds. Rank-informed bipartite contribution bar chart provides interpretable fund ranking results by explicitly showing both positive and negative factors. Elastic trend chart allows investors to analyze and compare the temporal evolution of the mutual funds’ performances in a customizable way. We evaluated FundSelector through two case studies and interviews with eight ordinary investors. The results highlight its effectiveness and utility.
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