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Skillschart-visualization

chart-visualization

Data & analytics

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Updated 10-15 22:16

About this skill

Chart Visualization

Use this skill to turn structured or semi-structured data into legible visual artifacts for AIFi research. The skill supports static figures, browser-native HTML components, interactive charts, analysis dashboards, diagrams, and Sankey-style flow views.

Workflow

  1. Clarify the audience, artifact target, data source, and output format.
  2. Read references/chart-selection.md to choose the chart family and data contract. For investment research, also read references/investment-html-gallery.md.
  3. Load only the implementation reference needed for the selected environment: investment HTML, static SVG, Python plotting, browser HTML, diagram text, or Sankey flow.
  4. Normalize the data before drawing. Keep source labels, units, time ranges, and transformations visible in the artifact or companion notes.
  5. Generate the smallest useful artifact first, then iterate on labeling, ordering, annotations, and accessibility.
  6. Validate the output with references/quality-gates.md before returning it.
  7. Store reusable outputs under the relevant research/targets/<target>/ artifact folder when the chart belongs to investment research.

Reference TOC

  • references/chart-selection.md: chart chooser, data contracts, and common analytical intents.
  • references/investment-html-gallery.md: investment chart taxonomy, HTML-first design rules, and which example file to copy for each chart family.
  • references/html-examples/market-timeseries.html: line, area, indexed performance, cumulative return, drawdown, rolling metric, and volume panels.
  • references/html-examples/trading-microstructure.html: candlestick, OHLC, depth, order-flow, footprint, tick, Renko, Heikin Ashi, and Point & Figure layouts.
  • references/html-examples/composition-and-allocation.html: stacked bars, 100% stacked bars, donut, treemap, sunburst, icicle, Marimekko, and asset allocation views.
  • references/html-examples/risk-distribution.html: histogram, box plot, violin, KDE, QQ plot, VaR, stress test, tracking error, and ratio ranking views.
  • references/html-examples/portfolio-optimization.html: risk-return scatter, efficient frontier, factor exposure, correlation matrix, covariance matrix, alpha/beta, and risk attribution views.
  • references/html-examples/attribution-scenario.html: waterfall, bridge, tornado, Monte Carlo, fan chart, scenario tree, and decision tree views.
  • references/html-examples/macro-rates-dashboard.html: yield curve, spread, CPI/PPI, GDP, PMI, Fed dot plot, seasonality, cycle, and map-style macro panels.
  • references/html-examples/venture-saas-dashboard.html: KPI cards, cap table, financial model table, cohort, unit economics, burn multiple, magic number, Rule of 40, TAM/SAM/SOM, adoption curve, power law, Pareto, and Lorenz views.
  • references/html-examples/flow-network-systems.html: funnel, Sankey, chord, network graph, causal graph, Bayesian network, knowledge graph, agent workflow, and multi-agent collaboration views.
  • references/static-svg.md: dependency-free SVG generation and when to use scripts/render_examples.py.
  • references/python-analysis.md: matplotlib, seaborn, pandas, and Plotly guidance for local or notebook-style analysis environments.
  • references/web-interactive.md: Plotly, ECharts, React chart libraries, and self-contained HTML export patterns.
  • references/sankey-flow.md: Sankey, alluvial, funnel, and flow-map data shapes plus layout checks.
  • references/diagram-text.md: Mermaid, Graphviz, Vega-Lite, and text-first visual specs for agents that cannot render images directly.
  • references/quality-gates.md: artifact validation, accessibility, source labeling, and delivery checklist.

Method Selection

  • Need guaranteed local execution with no packages: use static-svg.md.
  • Need a polished investment research artifact that opens directly in a browser: use investment-html-gallery.md and the matching references/html-examples/*.html file.
  • Need statistical analysis or print-quality PNG/PDF: use python-analysis.md.
  • Need interactive hover, zoom, filters, or browser delivery: use web-interactive.md.
  • Need money, users, cohorts, costs, or energy moving between categories: use sankey-flow.md.
  • Need architecture, process, causal, or relationship diagrams: use diagram-text.md.

Output

Return:

  • artifact path(s)
  • chart type and implementation method
  • data source and transformation notes
  • validation performed
  • known limitations or follow-up data needed

Quality Gate

Before finishing, read references/quality-gates.md and confirm that labels, units, source dates, color accessibility, rendering, and artifact paths are all handled.