DataAnalytics/week11.html at main · CinderZhang/DataAnalytics · GitHub

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
<!DOCTYPE html>
<html lang="en">

<head>
    <meta charset="UTF-8">
    <meta http-equiv="X-UA-Compatible" content="IE=edge">
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <title>Week 11: Natural Language Processing in Finance</title>
    <link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.4.1/css/bootstrap.min.css">
</head>

<body>
    <nav class="navbar navbar-default navbar-fixed-top">
        <div class="container-fluid">
            <div class="navbar-header">
                <a class="navbar-brand" href="index.html">Data Analytics I</a>
            </div>
            <ul class="nav navbar-nav">
                <li><a href="index.html">Home</a></li>
                <li><a href="about.html">About</a></li>
                <li><a href="contact.html">Contact</a></li>
            </ul>
        </div>
    </nav>

    <div style="height: 80px;"></div>

    <main class="container">
        <h1>Week 11: Natural Language Processing in Finance</h1>

        <section>
            <h2>Resources</h2>
            <ul>
                <li>Core Reading
                    <ul>
                        <li><a href="https://github.com/CinderZhang/DataAnalytics/blob/main/Documents/Textual%20Analysis%20in%20Finance.pdf" target="_blank">Textual Analysis in Finance</a></li>
                    </ul>
                </li>
                <li>Implementation Examples
                    <ul>
                        <li><a href="https://github.com/CinderZhang/DataAnalytics/blob/main/code/10-K/parsing10k-Mar2022.ipynb" target="_blank">SEC Filings Analysis: 10-K Item 7</a></li>
                        <li><a href="https://github.com/CinderZhang/DataAnalytics/tree/main/code/10-K" target="_blank">SEC Filings: Download and Process</a></li>
                        <li><a href="https://github.com/CinderZhang/DataAnalytics/blob/main/code/Sentiment%20and%20Classification/Sentiment_Classification.py" target="_blank">Sentiment Analysis Implementation</a></li>
                    </ul>
                </li>
                <li>Modern NLP Approaches
                    <ul>
                        <li><a href="https://platform.openai.com/docs/guides/text-analysis" target="_blank">OpenAI API for Text Analysis</a></li>
                        <li><a href="https://huggingface.co/docs/transformers/tasks/sequence_classification" target="_blank">FinBERT and Financial NLP Models</a></li>
                        <li>Example Code:
                            <pre><code>
import openai
from transformers import pipeline

# OpenAI approach
def analyze_sentiment_openai(text):
    response = openai.ChatCompletion.create(
        model="gpt-3.5-turbo",
        messages=[
            {"role": "system", "content": "Analyze the sentiment of this financial text. Return POSITIVE, NEGATIVE, or NEUTRAL."},
            {"role": "user", "content": text}
        ]
    )
    return response.choices[0].message['content']

# FinBERT approach
sentiment_analyzer = pipeline("sentiment-analysis",
                            model="ProsusAI/finbert")

def analyze_sentiment_finbert(text):
    result = sentiment_analyzer(text)
    return result[0]['label']

# Example usage
text = "Company X reported strong earnings growth and increased market share."
print(analyze_sentiment_openai(text))    # Requires API key
print(analyze_sentiment_finbert(text))   # Local model
                            </code></pre>
                        </li>
                    </ul>
                </li>
            </ul>
        </section>

        <section>
            <h2>Assignment</h2>
            <p>SEC Filings Analysis Project</p>
            <ul>
                <li>Process and analyze 10-K SEC filings</li>
                <li>Compare traditional and LLM-based sentiment analysis</li>
            </ul>
        </section>

        <div style="text-align: center; margin-top: 20px;">
            <a href="week10.html">← Previous Week</a>
            |
            <a href="week12.html">Next Week →</a>
        </div>

        <div class="back-to-home">
            <a href="index.html">← Back to Home</a>
        </div>
    </main>

    <footer class="container text-center">
        <p>&copy; 2024 Cinder Zhang. All rights reserved. Contact us at <a href="mailto:xzhang@walton.uark.edu">xzhang at walton uark</a></p>
    </footer>

    <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.5.1/jquery.min.js"></script>
    <script src="https://maxcdn.bootstrapcdn.com/bootstrap/3.4.1/js/bootstrap.min.js"></script>
</body>

</html>