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This paper aims at developing a new method by which to build a data-driven portfolio featuring a target risk-return. We first present a comparative study of recurrent neural network models (RNNs), including a simple RNN, long short-term…

Portfolio Management · Quantitative Finance 2018-08-03 Sang Il Lee , Seong Joon Yoo

The recent advancements in computational power and machine learning algorithms have led to vast improvements in manifold areas of research. Especially in finance, the application of machine learning enables both researchers and…

Statistical Finance · Quantitative Finance 2020-05-21 Sven Husmann , Antoniya Shivarova , Rick Steinert

Graph-based clustering has shown promising performance in many tasks. A key step of graph-based approach is the similarity graph construction. In general, learning graph in kernel space can enhance clustering accuracy due to the…

Machine Learning · Computer Science 2019-05-22 Zhao Kang , Honghui Xu , Boyu Wang , Hongyuan Zhu , Zenglin Xu

Managing investment portfolios is an old and well know problem in multiple fields including financial mathematics and financial engineering as well as econometrics and econophysics. Multiple different concepts and theories were used so far…

Portfolio Management · Quantitative Finance 2020-01-08 Jarosław Gruszka , Janusz Szwabiński

The portfolio optimization problem is a basic problem of financial analysis. In the study, an optimization model for constructing an options portfolio with a certain payoff function has been proposed. The model is formulated as an integer…

Pricing of Securities · Quantitative Finance 2017-07-10 Margarita E. Fatyanova , Mikhail E. Semenov

We propose a methodology for clustering financial time series of stocks' returns, and a graphical set-up to quantify and visualise the evolution of these clusters through time. The proposed graphical representation allows for the…

Computational Engineering, Finance, and Science · Computer Science 2025-07-08 Argimiro Arratia , Alejandra Cabaña

We propose a novel deep learning architecture suitable for the prediction of investor interest for a given asset in a given time frame. This architecture performs both investor clustering and modelling at the same time. We first verify its…

Machine Learning · Computer Science 2021-03-01 Baptiste Barreau , Laurent Carlier , Damien Challet

How can graph theory be applied to investing in the stock market? The answer may help investors realize the true risks of their investments, help prevent recessions like that of 2008, and increase financial literacy amongst students. Using…

Statistical Finance · Quantitative Finance 2019-02-05 Joseph Attia

Financial portfolio construction problems are often formulated as quadratic and discrete (combinatorial) optimization that belong to the nondeterministic polynomial time (NP)-hard class in computational complexity theory. Ising machines are…

Emerging Technologies · Computer Science 2023-11-06 Kosuke Tatsumura , Ryo Hidaka , Jun Nakayama , Tomoya Kashimata , Masaya Yamasaki

This note outlines a method for clustering time series based on a statistical model in which volatility shifts at unobserved change-points. The model accommodates some classical stylized features of returns and its relation to GARCH is…

Methodology · Statistics 2019-06-26 Nick Whiteley

State-of-the-art clustering algorithms use heuristics to partition the feature space and provide little insight into the rationale for cluster membership, limiting their interpretability. In healthcare applications, the latter poses a…

Machine Learning · Statistics 2018-12-04 Dimitris Bertsimas , Agni Orfanoudaki , Holly Wiberg

Clustering is the problem of separating a set of objects into groups (called clusters) so that objects within the same cluster are more similar to each other than to those in different clusters. Spectral clustering is a now well-known…

Machine Learning · Computer Science 2012-11-16 B. Cung , T. Jin , J. Ramirez , A. Thompson , C. Boutsidis , D. Needell

This paper proposes a Deep Reinforcement Learning algorithm for financial portfolio trading based on Deep Q-learning. The algorithm is capable of trading high-dimensional portfolios from cross-sectional datasets of any size which may…

Portfolio Management · Quantitative Finance 2021-12-10 Uta Pigorsch , Sebastian Schäfer

The objective of clustering is to discover natural groups in datasets and to identify geometrical structures which might reside there, without assuming any prior knowledge on the characteristics of the data. The problem can be seen as…

Computational Geometry · Computer Science 2018-01-26 Luis-Evaristo Caraballo , José-Miguel Díaz-Báñez , Nadine Kroher

This paper investigates the problem of ensembling multiple strategies for sequential portfolios to outperform individual strategies in terms of long-term wealth. Due to the uncertainty of strategies' performances in the future market, which…

Portfolio Management · Quantitative Finance 2025-02-07 Duy Khanh Lam

The application of deep learning techniques for predicting stock market prices is a prominent and widely researched topic in the field of data science. To effectively predict market trends, it is essential to utilize a diversified dataset.…

Computational Finance · Quantitative Finance 2024-07-18 Yuhui Jin

This paper provides an empirical study explores the application of deep learning algorithms-Multilayer Perceptron (MLP), Convolutional Neural Networks (CNN), Long Short-Term Memory (LSTM), and Transformer-in constructing long-short stock…

Statistical Finance · Quantitative Finance 2024-11-26 Junjie Guo

We propose a novel method to quantify the clustering behavior in a complex time series and apply it to a high-frequency data of the financial markets. We find that regardless of used data sets, all data exhibits the volatility clustering…

Statistical Finance · Quantitative Finance 2008-12-02 Gabjin Oh , Seunghwan Kim , Cheoljun Eom , Taehyuk Kim

Interactive visualization of embedding projections is a useful technique for understanding data and evaluating machine learning models. Labeling data within these visualizations is critical for interpretation, as labels provide an overview…

Human-Computer Interaction · Computer Science 2025-05-20 Donghao Ren , Fred Hohman , Dominik Moritz

Portfolio management problems are often divided into two types: active and passive, where the objective is to outperform and track a preselected benchmark, respectively. Here, we formulate and solve a dynamic asset allocation problem that…

Portfolio Management · Quantitative Finance 2018-07-31 Ali Al-Aradi , Sebastian Jaimungal