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quant-lvlm

Leveraging large vision language models (LVLM) for quantitative analysis. Currently supports finance news article analysis and summarization.

Get Started

Clone this repository

git clone https://github.com/lucaswychan/quant-lvlm
cd quant-lvlm

Then install all Python Packages by running:

pip install -r requirements.txt

Finally create your own .env file in the root directory.

touch .env

Finance News Analysis

Employing LVLM to summarize and analyze finance news articles. The data are retrieved from Yahoo Finance website. Furthermore, sentiment analysis is performed by LVLM on the news article. The output is summarized and sent to the Notion database.

Setup

The .env file in the root directory will be required. The format is as follows:

NOTION_TOKEN = <your notion API token>
NOTION_PAGE_ID = <your notion page ID of the page you want to add the news>

To get the NOTION_TOKEN, you have to first create a notion connection for your page. You can navigate to your own notion app and goto Settings > Connections > Develop or manage integrations > New integration or visit here. Once you create a new integration, copy the token shown as Internal Integration Secret and paste it into your .env file.

After creating your connection, you have to link it to your notion page, which will be the page the news will be added. You can either create a new page or use an existing one. Once you have your page, click into the page and navigate to ··· located in the upper right corner. You can see Connections, and you can select your newly created connection once you click into it.

To get the NOTION_PAGE_ID, navigate to ··· located in the upper right corner again and click Copy link. You will see an url in the format of:

https://www.notion.so/You_Page_Name-xxxxxxxxxxxxxxxxxxxxxxxxxxxx?pvs=4

The long xxxxxxxxxxxxxxxxxxxxxxxxxxxx is your NOTION_PAGE_ID of that page.

By changing the desired tickers in tickers.json, you can analyze multiple stocks.

Usage

Simple usage:

python3 quant_news.py

For added convenience, you can utilize the Shortcut app on your iPhone to execute the script without needing to enter commands in a terminal. In my case, I created a shortcut that connects to a server and runs the script remotely. This approach leverages the power of iOS Shortcuts to simplify the process of running scripts on the server.

The Shortcuts app, as described in Apple's Shortcuts User Guide, allows you to create custom automations that can perform complex tasks with just a tap. By setting up a shortcut for your server connection and script execution, you can streamline your workflow and run your scripts more efficiently.

Time Series Analysis

Stay tuned.

TODO

Please visit TODO.md for more information.

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Easy-to-use large vision language model pipeline for quantitative analysis

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