Abstract
Intelligent agent technologies hold great promise for the financial services and investment industries such as portfolio management. In financial investment, a multi-agent system approach is natural because of the multiplicity of information sources and the diffierent expertise that must be brought to bear to produce a good recommendation (such as a stock buy or sell decision). The agents in a multi-agent system need to coordinate, cooperate or communicate with each other to solve a complex problem. However, ontologies are a key component in how diffierent agents in a multi-agent system can communicate effectively, and how the knowledge of agents can develop. This paper presents a case study in building an ontology in financial investment. The lessons we learned from the construction process are discussed. Based on our ontology development experience and the current development of ontologies, a framework of next generation ontology construction tools, which is aimed to facilitate the ontology construction, is proposed.
Access this chapter
Tax calculation will be finalised at checkout
Purchases are for personal use only
Preview
Unable to display preview. Download preview PDF.
References
C. Zhang, Z. Zhang, and S. Ong, An Agent-Based Soft Computing Society, Pro-ceedings of RSCTC’2000, LNAI,Springer, 2000, 621–628.
K. Sycara, K. Decker, A. Pannu, M. Williamson, and D. Zeng, Distributed Intel-ligent Agents, IEEE Expert, Vol. 11, No. 6, 1996, 36–46.
K. P. Sycara, K. Decker and D. Zeng, Intelligent Agents in Portfolio Management, in: N. R. Jennings and M. J. Wooldridge (Eds.), Agent Technology: foundations, Applications, and Markets, Springer, Berlin, 1998, 267–281.
K. krishna and V. C. Ramesh, From Wall Street to Main Street: Reaching out to Small Investors, Proceedings of the 32nd Annual Hawaii International Conference on System Sciences, 1999.
J. Yen, A. Chung, et al., Collaborative and Scalable Financial Analysis with Multi-Agent Technology, Proceedings of the 32nd Annual Hawaii International Conference on System Sciences, 1999.
B. Chandrasekaran, J. R. Josephson, and V. R. Benjamins, What Are Ontologies, and Why Do We Need Them? IEEE Intelligent Systems and Their Applications, January/February 1999, 20–26.
S. Trausan-Matu, Web Page Generation Facilitating Conceptualization and Immersion for Learning Finance Terminology, http://rilw.emp.paed.uni-muenchen.de/99/papers/Trausan.html
D. S. Weld (Ed.), The Role of Intelligent Systems in NII, http://www.aaai.org/Resources/Policy/nii.html, 47–50.
M. F. Lopez, A. Gomez-Perez, J. P. Sierra, and A. P. Sierra, Building a Chem-ical Ontology Using Methontology and the Ontology Design Environment, IEEE Intelligent Systems and Their Applications, January/February 1999, 37–46.
R. Fikes and A. Farquhar, Distributed Repositories of Highly Expressive Reusable Ontologies, IEEE Intelligent Systems and Their Applications, March/April1999, 73–79.
V. K. Chaudhri et al., OKBC: A programmatic Foundation for Knowledge Base Interoperability, Proc. AAAI’98, AAAI Press, 1998.
Author information
Authors and Affiliations
Editor information
Editors and Affiliations
Rights and permissions
Copyright information
© 2000 Springer-Verlag Berlin Heidelberg
About this paper
Cite this paper
Zhang, Z., Zhang, C., Ong, S.S. (2000). Building an Ontology for Financial Investment. In: Leung, K.S., Chan, LW., Meng, H. (eds) Intelligent Data Engineering and Automated Learning — IDEAL 2000. Data Mining, Financial Engineering, and Intelligent Agents. IDEAL 2000. Lecture Notes in Computer Science, vol 1983. Springer, Berlin, Heidelberg. https://doi.org/10.1007/3-540-44491-2_44
Download citation
DOI: https://doi.org/10.1007/3-540-44491-2_44
Published:
Publisher Name: Springer, Berlin, Heidelberg
Print ISBN: 978-3-540-41450-6
Online ISBN: 978-3-540-44491-6
eBook Packages: Springer Book Archive