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Add FInancial COpilot to Qlib #1531

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Add FInancial COpilot to Qlib #1531

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Description

Motivation and Context

How Has This Been Tested?

  • Pass the test by running: pytest qlib/tests/test_all_pipeline.py under upper directory of qlib.
  • If you are adding a new feature, test on your own test scripts.

Screenshots of Test Results (if appropriate):

  1. Pipeline test:
  2. Your own tests:

Types of changes

  • Fix bugs
  • Add new feature
  • Update documentation

@github-actions github-actions bot added documentation Improvements or additions to documentation waiting for triage Cannot auto-triage, wait for triage. labels May 31, 2023
peteryangms and others added 11 commits June 1, 2023 00:36
…ask-implementation

add the initial version of plan and config task implementation
…e_cache

add a debug mode to speed up debug process
* 1.update prompt;
2.update fetch information method.

* 1.update prompt;
2.save result to markdown;

* 1.get context info from context_manager;
2.run the entire process successfully.
* Update setup.py and config

* WIP

* init_workspace and CMDTask

* Delete test_sumarize.py
* Edit yaml task

* update comments
"""All context are key value pairs which saves the input, output and status of the whole workflow"""

def __init__(self) -> None:
self.context = {}
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Comparing with dataclass, dict is less readable.

Fivele-Li and others added 5 commits June 12, 2023 15:48
* add recorder task

* add batch generate summarize report unittest.

* * add recorder to RecorderTask;
* add matplot figure to analyzer.py

* add image to markdown;

* Add some log

* update figure path.

---------

Co-authored-by: Young <[email protected]>
Co-authored-by: Cadenza-Li <[email protected]>
add simple readme & move prompt templates to outer yaml file to make the code clean
peteryangms and others added 9 commits July 3, 2023 17:57
…crease_success_rate

refine workflow to increase success rate
* Add knowledge module
* add KnowledgeExperiment add KnowledgeBase;
* add knowledge associate prompts to template;

* Add Topic class
* add Topic to summarize knowledge;
* add recorder's metric to summarizeTask;

---------

Co-authored-by: Cadenza-Li <[email protected]>
* Adjust prompt and fix cases
* adjust summarizeTask & learn prompts;
* fix typos & drop duplicate task method;

* adjust learn prompts;
* add storage class;
* new practice,execute,finance,infrastructure knowledge;
* add query method to KnowledgeBase;
* Knowledge.storage to storages list;
* optimize Knowledge & Storage save and load method;
* optimize Knowledge query prompt;
you-n-g and others added 19 commits July 14, 2023 12:16
* Update CMDTask prompt example for Windows OS;
* Windows OS decode output of subprocess in gbk by default, specify encoding format explict;
* Add KnowledgeBase's 4 knowledge types to corresponding task;
* Connect train task to ddg-da & rolling

* Pylint & black formatting

* Formatting
* optimize KnowledgeBase to complete workflow;
* Update Knowledge methods of handle data IO;
* Update task to handle multi recorders;
* Integrate Knowledge to workflow;

* optimize KnowledgeBase to complete workflow
* Update TrainTask & AnalyseTask's recorder method;
* Update SummarizeTask;
* Update Workflow & Topic prompt;
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5 participants