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Add FInancial COpilot to Qlib #1531
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Commits on May 24, 2023
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Commits on May 30, 2023
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Merge pull request #1527 from microsoft/xuyang1/add_openai_api_support
add openai interface support
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Commits on May 31, 2023
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Merge pull request #1528 from microsoft/xuyang1/refine_task_and_imple…
…ment_workflow_task_as_example Xuyang1/refine task and implement workflow task as example
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Commits on Jun 1, 2023
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Merge pull request #1532 from microsoft/xuyang1/add-plan-and-config-t…
…ask-implementation add the initial version of plan and config task implementation
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Merge pull request #1534 from microsoft/xuyang1/add_code_implementati…
…on_task add code implementation task
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Merge pull request #1536 from microsoft/xuyang1/add_debug_mode_to_sav…
…e_cache add a debug mode to speed up debug process
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Optimize summarize task prompt and others (#1533)
* 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.
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Init workspace and CMDTask (#1537)
* Update setup.py and config * WIP * init_workspace and CMDTask * Delete test_sumarize.py
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Commits on Jun 12, 2023
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Add recorder task and visualize (#1542)
* 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]>
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Commits on Jun 13, 2023
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Merge pull request #1548 from microsoft/xuyang1/add_dump_to_file_task
add simple readme & move prompt templates to outer yaml file to make the code clean
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Commits on Jun 14, 2023
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Optimize log and interact of FinCo (#1549)
* use FinCoLog for a better interact experience * addition file changes * optimize format * optimize format
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Merge pull request #1550 from microsoft/xuyang1/refine_task_prompts
add datahandler and design action task according to component
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Commits on Jun 16, 2023
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Add analyser task and optimize interact (#1552)
* * optimize interact * add AnalyserTask * optimize logger format and add render feature * format optimize
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Commits on Jun 24, 2023
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Add docs to context and retrieve (#1566)
* add analyser docstring to context; * add retrieve method to context manager; * add notes to retrieve
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Commits on Jun 30, 2023
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Add backtest and backforward task (#1568)
* * add TrainTask & BacktestTask; * add BackForwardTask; * adjust prompt_template.yaml which default config failed to backtest; * run workflow in loop * add update method to prompt_template.py * remove debug code * Adjust Learn Process * add LearnManager class & use LearnManager to update system prompt; * use qrun to replace recorder for training and backtesting; * Adjust analyser * analyser independent of recorder; * rename analyser's workspace attribution; * analyser load variable by recorder. --------- Co-authored-by: Cadenza-Li <[email protected]>
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Merge pull request #1576 from microsoft/xuyang1/add_config_and_code_d…
…ump_task refine workflow and prompts
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Commits on Jul 3, 2023
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Merge pull request #1580 from microsoft/xuyang1/refine_workflow_to_in…
…crease_success_rate refine workflow to increase success rate
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Commits on Jul 4, 2023
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Merge pull request #1581 from microsoft/xuyang1/fix_singleton_bug
fix singleton bug
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Commits on Jul 6, 2023
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Add knowledge module and tune summarizeTask (#1582)
* 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]>
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Commits on Jul 11, 2023
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Optimize prompt for entire learn loop (#1589)
* Adjust prompt and fix cases * adjust summarizeTask & learn prompts; * fix typos & drop duplicate task method; * adjust learn prompts;
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Commits on Jul 12, 2023
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* add storage class; * new practice,execute,finance,infrastructure knowledge; * add query method to KnowledgeBase;
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Commits on Jul 13, 2023
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* Knowledge.storage to storages list; * optimize Knowledge & Storage save and load method; * optimize Knowledge query prompt;
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Commits on Jul 14, 2023
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Co-authored-by: Xu Yang <[email protected]>
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add KnowledgeBase to workflow;
* 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;
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Commits on Jul 16, 2023
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Merge pull request #1592 from Fivele-Li/update_knowledge_module
update knowledge module;
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Commits on Jul 17, 2023
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Connect TrainTask & Rolling & DDG-DA (#1599)
* Connect train task to ddg-da & rolling * Pylint & black formatting * Formatting
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Optimize KnowledgeBase to complete workflow (#1598)
* 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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Merge pull request #1603 from microsoft/xuyang1/add_idea_task
add idea task and round1
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Commits on Jul 18, 2023
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Commits on Jul 19, 2023
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Merge pull request #1609 from microsoft/xuyang1/finetune_prompts
finetune prompts
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Commits on Jul 20, 2023
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Commits on Aug 1, 2023
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