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Add FInancial COpilot to Qlib#1531

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peteryang1 wants to merge 67 commits intomainmicrosoft/qlib:mainfrom fincomicrosoft/qlib:fincoCopy head branch name to clipboard

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Commits on May 24, 2023

• Initial interface for discussion

  you-n-g

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Commits on May 30, 2023

• add openai interface support

  peteryangms

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• Merge pull request #1527 from microsoft/xuyang1/add_openai_api_support

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• first round

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• second commit

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• add qlib auto init so logger can display info

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• add parse method for summarization;

  Cadenza-Li

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Commits on May 31, 2023

• remove tasktype variable

  peteryangms

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• Merge pull request #1528 from microsoft/xuyang1/refine_task_and_implement_workflow_task_as_example

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• split task into workflow and task to make the strcture more clear

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• add base method for summarization; (#1530)

  Fivele-Li

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• update v1 code containing SLplan and config action

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• imporove some words in prompt

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Commits on Jun 1, 2023

• Merge pull request #1532 from microsoft/xuyang1/add-plan-and-config-task-implementation

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• add code implementation code

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• Merge pull request #1534 from microsoft/xuyang1/add_code_implementation_task

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• update code

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• Merge pull request #1536 from microsoft/xuyang1/add_debug_mode_to_save_cache

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• Add configurable dataset (#1535)

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• Optimize summarize task prompt and others (#1533)

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  Fivele-Li

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• Init workspace and CMDTask (#1537)

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• Edit yaml task (#1538)

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Commits on Jun 12, 2023

• Add recorder task and visualize (#1542)

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• update code

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Commits on Jun 13, 2023

• move prompt templates to yaml file to make code clean

  peteryangms

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• format

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• Merge pull request #1548 from microsoft/xuyang1/add_dump_to_file_task

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• add datahandler and design action task according to component

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Commits on Jun 14, 2023

• remove useless prompt

  peteryangms

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• Optimize log and interact of FinCo (#1549)

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  Fivele-Li

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• fix using defaut in record strategy and backtest

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• Merge pull request #1550 from microsoft/xuyang1/refine_task_prompts

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Commits on Jun 16, 2023

• Add analyser task and optimize interact (#1552)

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  Fivele-Li

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Commits on Jun 24, 2023

• Add docs to context and retrieve (#1566)

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Commits on Jun 30, 2023

• Add backtest and backforward task (#1568)

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  Fivele-Li

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• merge into one commit

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• fix one workflow

  peteryangms

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• Merge pull request #1576 from microsoft/xuyang1/add_config_and_code_dump_task

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  peteryang1

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Commits on Jul 3, 2023

• refine code to use qrun

  peteryangms

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• remove useless code

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• Merge pull request #1580 from microsoft/xuyang1/refine_workflow_to_increase_success_rate

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Commits on Jul 4, 2023

• fix singleton bug

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• Merge pull request #1581 from microsoft/xuyang1/fix_singleton_bug

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• rename & test

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Commits on Jul 6, 2023

• Add knowledge module and tune summarizeTask (#1582)

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  Fivele-Li

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Commits on Jul 11, 2023

• Optimize prompt for entire learn loop (#1589)

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  Fivele-Li

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Commits on Jul 12, 2023

• update knowledge module;

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Commits on Jul 13, 2023

• update knowledge module;

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Commits on Jul 14, 2023

• Merge remote-tracking branch 'origin/main' into finco

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• Merge branch 'finco' into update_knowledge_module

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• merge all commit (#1593)

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• Merge branch 'finco' into update_knowledge_module

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• Update test_utils.py

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• add KnowledgeBase to workflow;

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Commits on Jul 16, 2023

• Merge pull request #1592 from Fivele-Li/update_knowledge_module

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Commits on Jul 17, 2023

• Connect TrainTask & Rolling & DDG-DA (#1599)

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• Optimize KnowledgeBase to complete workflow (#1598)

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  Fivele-Li

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• Fix find class bug (#1601)

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• merge into one commit

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• Merge pull request #1603 from microsoft/xuyang1/add_idea_task

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• small refinement in finance knowledge

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Commits on Jul 18, 2023

• hot fix one small bug in template

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• Add prompt logger

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Commits on Jul 19, 2023

• commit

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• Merge pull request #1609 from microsoft/xuyang1/finetune_prompts

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  peteryang1

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Commits on Jul 20, 2023

• optimize workflow and output format

  Fivele-Li

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Commits on Aug 1, 2023

• optimize log (#1612)

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