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Add FInancial COpilot to Qlib #1531

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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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  2. Merge pull request #1527 from microsoft/xuyang1/add_openai_api_support

    add openai interface support
    peteryang1 authored May 30, 2023
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  3. first round

    peteryangms committed May 30, 2023
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  4. second commit

    peteryangms committed May 30, 2023
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Commits on May 31, 2023

  1. remove tasktype variable

    peteryangms committed May 31, 2023
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  2. 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
    peteryang1 authored May 31, 2023
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Commits on Jun 1, 2023

  1. Merge pull request #1532 from microsoft/xuyang1/add-plan-and-config-t…

    …ask-implementation
    
    add the initial version of plan and config task implementation
    peteryang1 authored Jun 1, 2023
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  3. Merge pull request #1534 from microsoft/xuyang1/add_code_implementati…

    …on_task
    
    add code implementation task
    peteryang1 authored Jun 1, 2023
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  4. update code

    peteryangms committed Jun 1, 2023
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  5. Merge pull request #1536 from microsoft/xuyang1/add_debug_mode_to_sav…

    …e_cache
    
    add a debug mode to speed up debug process
    peteryang1 authored Jun 1, 2023
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  7. 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.
    Fivele-Li authored Jun 1, 2023
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  8. Init workspace and CMDTask (#1537)

    * Update setup.py and config
    
    * WIP
    
    * init_workspace and CMDTask
    
    * Delete test_sumarize.py
    you-n-g authored Jun 1, 2023
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  9. Edit yaml task (#1538)

    * Edit yaml task
    
    * update comments
    you-n-g authored Jun 1, 2023
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Commits on Jun 12, 2023

  1. 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]>
    3 people authored Jun 12, 2023
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  2. update code

    peteryangms committed Jun 12, 2023
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Commits on Jun 13, 2023

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  2. format

    peteryangms committed Jun 13, 2023
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  3. 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
    peteryang1 authored Jun 13, 2023
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Commits on Jun 14, 2023

  1. remove useless prompt

    peteryangms committed Jun 14, 2023
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  2. Optimize log and interact of FinCo (#1549)

    * use FinCoLog for a better interact experience
    
    * addition file changes
    
    * optimize format
    
    * optimize format
    Fivele-Li authored Jun 14, 2023
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  4. Merge pull request #1550 from microsoft/xuyang1/refine_task_prompts

    add datahandler and design action task according to component
    peteryang1 authored Jun 14, 2023
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Commits on Jun 16, 2023

  1. Add analyser task and optimize interact (#1552)

    * * optimize interact
    * add AnalyserTask
    * optimize logger format and add render feature
    
    * format optimize
    Fivele-Li authored Jun 16, 2023
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Commits on Jun 24, 2023

  1. Add docs to context and retrieve (#1566)

    * add analyser docstring to context;
    * add retrieve method to context manager;
    
    * add notes to retrieve
    Fivele-Li authored Jun 24, 2023
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Commits on Jun 30, 2023

  1. 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]>
    Fivele-Li and Cadenza-Li authored Jun 30, 2023
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  2. merge into one commit

    peteryangms committed Jun 30, 2023
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  3. fix one workflow

    peteryangms committed Jun 30, 2023
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  4. Merge pull request #1576 from microsoft/xuyang1/add_config_and_code_d…

    …ump_task
    
    refine workflow and prompts
    peteryang1 authored Jun 30, 2023
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Commits on Jul 3, 2023

  1. refine code to use qrun

    peteryangms committed Jul 3, 2023
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  2. remove useless code

    peteryangms committed Jul 3, 2023
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  3. Merge pull request #1580 from microsoft/xuyang1/refine_workflow_to_in…

    …crease_success_rate
    
    refine workflow to increase success rate
    peteryang1 authored Jul 3, 2023
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Commits on Jul 4, 2023

  1. fix singleton bug

    peteryangms committed Jul 4, 2023
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  3. rename & test

    you-n-g committed Jul 4, 2023
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Commits on Jul 6, 2023

  1. 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]>
    Fivele-Li and Cadenza-Li authored Jul 6, 2023
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Commits on Jul 11, 2023

  1. 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;
    Fivele-Li authored Jul 11, 2023
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Commits on Jul 12, 2023

  1. update knowledge module;

    * add storage class;
    * new practice,execute,finance,infrastructure knowledge;
    * add query method to KnowledgeBase;
    Cadenza-Li committed Jul 12, 2023
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Commits on Jul 13, 2023

  1. update knowledge module;

    * Knowledge.storage to storages list;
    * optimize Knowledge & Storage save and load method;
    * optimize Knowledge query prompt;
    Cadenza-Li committed Jul 13, 2023
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Commits on Jul 14, 2023

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  3. merge all commit (#1593)

    Co-authored-by: Xu Yang <[email protected]>
    peteryang1 and peteryangms authored Jul 14, 2023
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  5. Update test_utils.py

    you-n-g authored Jul 14, 2023
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  6. 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;
    Fivele-Li committed Jul 14, 2023
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Commits on Jul 16, 2023

  1. Merge pull request #1592 from Fivele-Li/update_knowledge_module

    update knowledge module;
    peteryang1 authored Jul 16, 2023
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Commits on Jul 17, 2023

  1. Connect TrainTask & Rolling & DDG-DA (#1599)

    * Connect train task to ddg-da & rolling
    
    * Pylint & black formatting
    
    * Formatting
    you-n-g authored Jul 17, 2023
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  2. 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;
    Fivele-Li authored Jul 17, 2023
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  3. Fix find class bug (#1601)

    you-n-g authored Jul 17, 2023
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  4. merge into one commit

    peteryangms committed Jul 17, 2023
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  5. Merge pull request #1603 from microsoft/xuyang1/add_idea_task

    add idea task and round1
    peteryang1 authored Jul 17, 2023
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Commits on Jul 18, 2023

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  2. Add prompt logger

    you-n-g committed Jul 18, 2023
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Commits on Jul 19, 2023

  1. commit

    peteryangms committed Jul 19, 2023
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Commits on Jul 20, 2023

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Commits on Aug 1, 2023

  1. optimize log (#1612)

    Fivele-Li authored Aug 1, 2023
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