SINVLIO: Using semantics and fuzzy logic to provide individual investment portfolio recommendations

García-Crespo, Ángel; López-Cuadrado, José Luis; González‐Carrasco, Israel; Colomo‐Palacios, Ricardo; Ruíz‐Mezcua, Belén

doi:10.1016/j.knosys.2011.08.012

Cited by 33 publications

(14 citation statements)

References 79 publications

(70 reference statements)

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“…Despite the fact that the domains are not comparable, we found that PB-ADVISOR results are quite acceptable when comparing them with other recommender approaches. In particular, when compared with [30], the increase in F1 by 14% highlights the benefits of the proposed system. This increase is more than patent when compared with [79] (PB-ADVISOR improves by 160% F1 figures) and [80], (174%).…”

Section: Discussionmentioning

confidence: 86%

“…For this reason it is difficult to establish clear conclusions in this sense. The coverage of PB-ADVISOR is 90% with respect to the 77.8% of [30] (which have comparable domains) reflecting the improvements of PB-ADVISOR.…”

Section: Discussionmentioning

confidence: 92%

“…Garcia-Crespo et al [30] present a recommendation system for individual investors. This previous system does not incorporate faceted search nor the rich recommendations described, and the rules are oriented towards the individual investment of small investors.…”

Section: Discussionmentioning

confidence: 99%

“…Both Experts (Table 5) 51.70 0.258 PB-ADVISOR vs. Correct cell (Table 6) 14.70 0.233 PB-ADVISOR vs. Any expert cell (Table 7) 22.90 0.359 Portfolio [30] 32.00 0.320 Conversion rates [79] 27.58 0.138 E-Commerce [80] 9.12 0.131 Consumer Behaviour Prediction [71] 91.00 0.968 Movies [14] 29.00 0.450 provide different recommendations for the same client in the same context. The precision of PB-ADVISOR with the investment categories is near 83%.…”

Section: Recommendationmentioning

confidence: 99%

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PB-ADVISOR: A private banking multi-investment portfolio advisor

González‐Carrasco

Colomo‐Palacios

López-Cuadrado

et al. 2012

Information Sciences

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a b s t r a c tPrivate banking is a business area in which the investor requires tailor-made advice. Because of the current market situation, investors are requiring answers to difficult questions and looking for assurance from wealth managers. Private bankers need to have deep knowledge about an innumerable list of products and their characteristics as well as the suitability of each product for the client's characteristics to be able to offer an optimal portfolio according to client expectations. Client and portfolio diversity calls for new recommendation and advice systems focused on their specific characteristics. This paper presents PB-ADVISOR, a system aimed at recommending investment portfolios based on fuzzy and semantic technologies to private bankers. The proposed system provides private bankers with a powerful tool to support their decision process and help deal with complex investment portfolios. The system has been evaluated in a real scenario obtaining promising results.

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Section: Discussionmentioning

confidence: 86%

Section: Discussionmentioning

confidence: 92%

Section: Discussionmentioning

confidence: 99%

Section: Recommendationmentioning

confidence: 99%

See 2 more Smart Citations

PB-ADVISOR: A private banking multi-investment portfolio advisor

González‐Carrasco

Colomo‐Palacios

López-Cuadrado

et al. 2012

Information Sciences

Self Cite

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“…Sem-Fit uses the consumer's experience point of view in order to apply fuzzy logic techniques to relating customer and hotel characteristics, represented by means of domain ontologies and affect grids. Meanwhile, SINVLIO (Garcia-Crespo et al, 2011b) is a tool based on semantic technologies and fuzzy logic techniques that recommends investments grounded in both psychological aspects of the investor and traditional financial parameters of the investments. Finally, SEMO (Garcia-Crespo et al, 2010) is a platform for customer social networks analysis based on semantics and emotion mining.…”

Section: Introductionmentioning

confidence: 99%

ReSySTER: A hybrid recommender system for Scrum team roles based on fuzzy and rough sets

Colomo‐Palacios¹,

González‐Carrasco²,

López-Cuadrado³

et al. 2012

International Journal of Applied Mathematics and Computer Science

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Agile development is a crucial issue within software engineering because one of the goals of any project leader is to increase the speed and flexibility in the development of new commercial products. In this sense, project managers must find the best resource configuration for each of the work packages necessary for the management of software development processes in order to keep the team motivated and committed to the project and to improve productivity and quality. This paper presents ReSySTER, a hybrid recommender system based on fuzzy logic, rough set theory and semantic technologies, aimed at helping project leaders to manage software development projects. The proposed system provides a powerful tool for project managers supporting the development process in Scrum environments and helping to form the most suitable team for different work packages. The system has been evaluated in a real scenario of development with the Scrum framework obtaining promising results.

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An Intelligent Weighted Fuzzy Time Series Model Based on a Sine-Cosine Adaptive Human Learning Optimization Algorithm and Its Application to Financial Markets Forecasting

Yang

et al. 2017

Advanced Data Mining and Applications

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SINVLIO: Using semantics and fuzzy logic to provide individual investment portfolio recommendations

Cited by 33 publications

References 79 publications

PB-ADVISOR: A private banking multi-investment portfolio advisor

PB-ADVISOR: A private banking multi-investment portfolio advisor

ReSySTER: A hybrid recommender system for Scrum team roles based on fuzzy and rough sets

An Intelligent Weighted Fuzzy Time Series Model Based on a Sine-Cosine Adaptive Human Learning Optimization Algorithm and Its Application to Financial Markets Forecasting

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