At the Intersection of Data Visualization and Investment Research
Tuesday, March 14, 2017Visualizing an Investment Watchlist
I worked with Morningstar designer Pegah Ahmadi on this visualization of an investment list for the new issue of Morningstar StockInvestor. The idea was to complement the newsletter's standard data tables and allow readers to more easily spot the most undervalued names in each sector. It also permits comparisons of the sectors with each other.
The stocks for each watchlist are presented in rows and plotted according to their price/fair value estimate ratios, with the size of each bubble reflecting each stock's economic moat rating. An interactive version, which would allow you to hover over each bubble and view additional information about the stock, would be an ideal extension of the concept. But based on positive subscriber feedback, it seems useful on paper as well.
Follow @davidharrell Tweet
Throughout my career at Morningstar, the Chicago-based investment research firm, I've used creative language and visual elements to explain complex investment information and ideas. This is a personal site--all opinions expressed here are my own.
Contact David Harrell
Morningstar Magazine's Chart Tumblr
Storytelling with Data
A Ten-Year Performance Current
Visualizing an Investment Watchlist
Clocking 2016 Investment Performance
Another Year on the Clock
Stacking Two Market Corrections
Investment Performance Currents
Mapping Investment Portfolios and Indexes
Clocking Investment Performance
Charting an Investment Portfolio by Holding Time