Decision Support System for Investment Analysis
Autor(a) principal: | |
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Data de Publicação: | 2019 |
Tipo de documento: | Dissertação |
Idioma: | eng |
Título da fonte: | Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) |
Texto Completo: | http://hdl.handle.net/10362/125331 |
Resumo: | The purpose of this thesis lies on selecting and automating a set of Fundamental Analysis indicators and studying related software tools that can help investors understanding market behaviour. The several distinct data-sources, tools and methods will be evaluated using a Decision Making process for Financial Markets. Sometimes there’s not enough data in which we can base the investment decision upon, other times the data lacks quality, while other times, despite having the right data, the problem lies on the process of analyzing the data and then turning that analysis into a concrete decision. Also, since the human decision making process is not well systemized, there are times when both the data and the analysis are well performed, but the results may vary even when confronted with similar data patterns more than once. This is particularly crucial when dealing with fast-paced environments like the Financial Markets. This thesis will therefore study tools for systemizing a Decision Making process based on fundamental analysis indicators over financial markets and will evaluate how such tools help to avoid uncertainty in human decision and to complement lack of data and poor data quality. There are two essential building blocks of such a system: the data set and the model that analyses the data and ultimately, provides information that facilitates the decision making process about a particular investment. Both blocks will be made available in the framework of the research project at GoBusiness Finance. |
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Decision Support System for Investment AnalysisFundamentalInvestmentAnalysisDecisionSupportSystemsDomínio/Área Científica::Engenharia e Tecnologia::Engenharia Eletrotécnica, Eletrónica e InformáticaThe purpose of this thesis lies on selecting and automating a set of Fundamental Analysis indicators and studying related software tools that can help investors understanding market behaviour. The several distinct data-sources, tools and methods will be evaluated using a Decision Making process for Financial Markets. Sometimes there’s not enough data in which we can base the investment decision upon, other times the data lacks quality, while other times, despite having the right data, the problem lies on the process of analyzing the data and then turning that analysis into a concrete decision. Also, since the human decision making process is not well systemized, there are times when both the data and the analysis are well performed, but the results may vary even when confronted with similar data patterns more than once. This is particularly crucial when dealing with fast-paced environments like the Financial Markets. This thesis will therefore study tools for systemizing a Decision Making process based on fundamental analysis indicators over financial markets and will evaluate how such tools help to avoid uncertainty in human decision and to complement lack of data and poor data quality. There are two essential building blocks of such a system: the data set and the model that analyses the data and ultimately, provides information that facilitates the decision making process about a particular investment. Both blocks will be made available in the framework of the research project at GoBusiness Finance.O propósito desta dissertação reside na selecção e sistematização de um conjunto de indicadores financeiros para Análise Fundamental, assim como, o estudo de ferramentas que possam ajudar investidores a terem um melhor entendimento do segmento das acções dos Mercados Financeiros. Por vezes, não existe informação suficiente sobre a qual possamos basear as decisões de investimento, por outrem, existem vezes em que a informação existe, mas a qualidade da mesma não pode ser comprovada. Também acontecem casos em que, apesar de possuirmos a informação adequada, o problema recai no processo de análise da informação e na subsequente tomada de decisão. Para além das questões relacionadas com informação, existe também o facto de o processo de decisão desempenhado pelos humanos não ser bem sistematizado. Assim, podem surgir ocasiões em que as decisões resultantes são distintas, mesmo quando confrontados com padrões de informação e resultados de análise semelhantes. Isto é particularmente importante quando lidamos com ambientes em que as decisões são tomadas de forma tremendamente rápida, como é o exemplo dos mercados financeiros. Com isto, esta tese irá estudar ferramentas para sistematizar o processo de tomar decisões relativas a investimentos nos mercados, com base em princípios análise fundamental. Existem duas componentes essenciais para a construção de um sistema de apoio à decisão: o data set e os modelos de análise ao mesmo. Ambas as componentes serão estudadas e disponibilizadas em âmbito empresarial na Gobusiness Finance.Gomes, CarlosMarques, NunoRUNSilva, Gonçalo Capela Sanches Pereira da2021-09-29T14:44:21Z2019-122019-12-01T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/125331enginfo:eu-repo/semantics/openAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2024-03-11T05:06:22Zoai:run.unl.pt:10362/125331Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-20T03:45:41.464090Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse |
dc.title.none.fl_str_mv |
Decision Support System for Investment Analysis |
title |
Decision Support System for Investment Analysis |
spellingShingle |
Decision Support System for Investment Analysis Silva, Gonçalo Capela Sanches Pereira da Fundamental Investment Analysis Decision Support Systems Domínio/Área Científica::Engenharia e Tecnologia::Engenharia Eletrotécnica, Eletrónica e Informática |
title_short |
Decision Support System for Investment Analysis |
title_full |
Decision Support System for Investment Analysis |
title_fullStr |
Decision Support System for Investment Analysis |
title_full_unstemmed |
Decision Support System for Investment Analysis |
title_sort |
Decision Support System for Investment Analysis |
author |
Silva, Gonçalo Capela Sanches Pereira da |
author_facet |
Silva, Gonçalo Capela Sanches Pereira da |
author_role |
author |
dc.contributor.none.fl_str_mv |
Gomes, Carlos Marques, Nuno RUN |
dc.contributor.author.fl_str_mv |
Silva, Gonçalo Capela Sanches Pereira da |
dc.subject.por.fl_str_mv |
Fundamental Investment Analysis Decision Support Systems Domínio/Área Científica::Engenharia e Tecnologia::Engenharia Eletrotécnica, Eletrónica e Informática |
topic |
Fundamental Investment Analysis Decision Support Systems Domínio/Área Científica::Engenharia e Tecnologia::Engenharia Eletrotécnica, Eletrónica e Informática |
description |
The purpose of this thesis lies on selecting and automating a set of Fundamental Analysis indicators and studying related software tools that can help investors understanding market behaviour. The several distinct data-sources, tools and methods will be evaluated using a Decision Making process for Financial Markets. Sometimes there’s not enough data in which we can base the investment decision upon, other times the data lacks quality, while other times, despite having the right data, the problem lies on the process of analyzing the data and then turning that analysis into a concrete decision. Also, since the human decision making process is not well systemized, there are times when both the data and the analysis are well performed, but the results may vary even when confronted with similar data patterns more than once. This is particularly crucial when dealing with fast-paced environments like the Financial Markets. This thesis will therefore study tools for systemizing a Decision Making process based on fundamental analysis indicators over financial markets and will evaluate how such tools help to avoid uncertainty in human decision and to complement lack of data and poor data quality. There are two essential building blocks of such a system: the data set and the model that analyses the data and ultimately, provides information that facilitates the decision making process about a particular investment. Both blocks will be made available in the framework of the research project at GoBusiness Finance. |
publishDate |
2019 |
dc.date.none.fl_str_mv |
2019-12 2019-12-01T00:00:00Z 2021-09-29T14:44:21Z |
dc.type.status.fl_str_mv |
info:eu-repo/semantics/publishedVersion |
dc.type.driver.fl_str_mv |
info:eu-repo/semantics/masterThesis |
format |
masterThesis |
status_str |
publishedVersion |
dc.identifier.uri.fl_str_mv |
http://hdl.handle.net/10362/125331 |
url |
http://hdl.handle.net/10362/125331 |
dc.language.iso.fl_str_mv |
eng |
language |
eng |
dc.rights.driver.fl_str_mv |
info:eu-repo/semantics/openAccess |
eu_rights_str_mv |
openAccess |
dc.format.none.fl_str_mv |
application/pdf |
dc.source.none.fl_str_mv |
reponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação instacron:RCAAP |
instname_str |
Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação |
instacron_str |
RCAAP |
institution |
RCAAP |
reponame_str |
Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) |
collection |
Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) |
repository.name.fl_str_mv |
Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação |
repository.mail.fl_str_mv |
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1799138061271957504 |