EXPLOITING HYPERTEXT VALUATION LINKS FOR BUSINESS DECISION MAKING: A PORTFOLIO MANAGEMENT ILLUSTRATION

Abstract

In this paper we discuss the application of hypertext valuation links to decision support for business problems. Valuation links enable us to relate hypertext link traversal to computation in a way that affects the contents of a hypertext node while retaining the "browsing metaphor” of hypertext. This helps to support quantitative or qualitative reasoning about business problems when described in terms of hypertext nodes that are computational in nature. We illustrate these ideas in the domain of securities analysis and portfolio management, where a "buy side" portfo1io manager may need to clarify his understanding of the basis of a "sell side” securities analyst's recommendations about securities that are candidates for inclusion in a portfolio.