<i>iFUNDit</i>: Visual Profiling of Fund Investment Styles

Abstract Mutual funds are becoming increasingly popular with the emergence of Internet finance. Clear profiling a fund's investment style is crucial for fund managers to evaluate their strategies, and investors understand investment. However, it challenging profile as requires comprehensive analysis complex multi‐dimensional temporal data. In addition, different have focuses when analysing style. To address issue, we propose iFUNDit , an interactive visual analytic system analysis. The decomposes critical features into performance attributes factors, visualizes them in set coupled views: manager view, delineate distribution funds' managers' on market; cluster show similarity styles between funds; detail analyse evolution provides holistic overview data facilitates streamlined at both level. effectiveness usability demonstrated through domain expert interviews case studies by using real mutual dataset.