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Sharing my thoughts & code while building a startup prototype that uses open and paid equity research corpora. Primarily focused on qualitative SEC analysis & automation.

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john

Sharing what I've learned on my way to prototype a startup idea; All code here is opensource under MIT.

Prototype http://143.198.229.7/

Changelog/Work http://143.198.229.7/changelog/

Main repo atm https://gitlab2.cip.ifi.lmu.de/hemminger/ER (Not MIT; Will ship it into this one over-time)

Brainstorming

KPI-Bert

  • German only
  • Bundesanzeiger
  • Not open source
  • Small paper
  • Bad

Finer-ord

  • Good for standard tag recognition?
  • Good F1s for ORG, PER, LOC
  • Trained on free news articles, no SEC context

Finer-139

  • Looks good

Finance-instruct-500k

  • Reasoning; Conversations; Entity Recognition; Sentiment; Multilingual; Address parsing

Open Source Datasets/Training:

  • Webz.io (Finer-ord; financial news articles)
  • SEC

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Sharing my thoughts & code while building a startup prototype that uses open and paid equity research corpora. Primarily focused on qualitative SEC analysis & automation.

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