Information System Supporting Decision-making Processes for Forming of Securities Portfolio

Abstract

Due to large-scale changes in the economy in the world and in Ukraine in particular, there has recently been a significant increase in interest in the problems of investment theory. An example is the intensification in recent years of the purchase of shares of large international companies and cryptocurrencies and, according to the rapid growth of their values. It is known that as a special case, the theory of investment considers the task of optimizing investment portfolios. It is established that the issue of decision-making on the formation and optimization of the investment portfolio is in the field of attention of both large investment companies and private investors, because choosing among possible alternatives for allocating investments within the financial assets market, the investor will get different results. It is accepted that the optimal distribution of the investment portfolio should provide the best return while maintaining the least risk, and the result should be understood as the amount of income received during the period of ownership of the investment portfolio. An information system to support the decision-making of the securities portfolio has been developed, which allows potential investors to independently on assess the effectiveness of the investment portfolio by comparing the growth dynamics of shares available on the financial market. It is known that most of the information encountered by the investor is in tabular format, and according to the methodology of scientific knowledge, people are more receptive to visualized ways of presenting information. The newly created information system uses a visualization process that presents available tabulated information in a structured form of diagrams, graphs, charts.