Visualizing Financial Data

A fresh take on financial data visualization for greater accuracy and understanding

Your data provides a snapshot of the state of your business and is key to the success of your conversations, decisions, and communications. But all of that communication is lost — or incorrectly interpreted — without proper data visualizations that provide context and accurate representation of the numbers. In Visualizing Financial Data, authors Julie Rodriguez and Piotr Kaczmarek draw upon their understanding of information design and visual communication to show you how to turn your raw data into meaningful information. Coverage includes current conventions paired with innovative visualizations that cater to the unique requirements across financial domains, including investment management, financial accounting, regulatory reporting, sales, and marketing communications.

Presented as a series of case studies, this highly visual guide presents problems and solutions in the context of real-world scenarios. With over 250 visualizations, you’ll have access to relevant examples that serve as a starting point to your implementations.

• Expand the boundaries of data visualization conventions and learn new approaches to traditional charts and   graphs
• Optimize data communications that cater to you and your audience
• Provide clarity to maximize understanding
• Solve data presentation problems using efficient visualization techniques
• Use the provided companion website to follow along with examples

The companion website gives you the illustration files and the source data sets, and points you to the types of resources you need to get started. 

Table of Contents

Part 1: Information Gains Through Data Visualizations
Chapter 1: Paving a Path Toward
Chapter 2: Benefits of Using

Part 2: Transforming Data for Active Investment Decisions
Chapter 3: Security Assessment
Chapter 4: Portfolio Construction
Chapter 5: Trading
Chapter 6: Performance Measurement

Part 3: Showcasing Data for Effective Communications
Chapter 7: Financial Statements
Chapter 8: Pension Funds
Chapter 9: Mutual Funds
Chapter 10: Hedge Funds

Part 4: Next Steps
Chapter 11: Data Visualization Principles
Chapter 12: Implementing the Visuals