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ANALYSIS GUIDES
INTERPRETING THE VISUALIZATIONS
5 min
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Last update: October '18
Most of the visualizations that IMAP uses are easily interpretable, but some of them, despite not being difficult, may take a bit to understand them. To speed up this process, we will explain here a few of them that are a bit more special.
BUBBLE CHART
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This visualization crosses the information two different type of variables: product class (Shares, Variable Funds, Bonds, Fixed Funds, and Liquidity) with product dimensions (Profit, Returns, Age, and Weight).
It aims to allow you to compare the efficiency of the product distribution among this two variables (class and dimensions), for example, to see which class is being overweighted and if this is worth having into account the profit and/or the returns.
The shape and fill of each bubble represents the product class: for example the blue color ones represent the variable equity products, and the big and empty bubbles represent funds (both variable and fixed equity) products.
NOTE
You can find this viz in the Tracing section of the Explore module, represented in the “In-Portfolio Benchmark” graphic.
IN THIS GUIDE
#BubbleChart
#Predictions
#Scorecards
#InterpretVisualizations
PREDICTIONS
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These visualizations give you a prediction of what could you expect to get or to spend in the years up to the end of the journey. This information is dynamically updated every time you change any data in the platform.
A special mention for the Goal section prediction, that will show you in green colour the column where it's estimated the achievement of the goal, giving you an interesting vision of your success chances. If no green column appears means that you won´t achive your goal in the time frame set if you keep your current numbers.
NOTE
You can find this type in the following sections of the Insights module: Goal (right-side), Tracing (left-side), Profit (left-side), Returns (left-side), and Costs (left-side).
SCORECARDS
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The 3R (Returns-Risks Ratio) visualization is a special type of scorecard, as it shows an interesting information. Despite simple to understand, it's underlined because it helps to evaluate the management in terms of risk and returns jointly, two of the more important variables in for the journey.
You will need to be aware of this indicator every time you make a decision, because it will point you how good or bad results you can expect in the near future.