paper-with-me

홈 › Papers

Auto-Generating Earnings Report Analysis via a Financial-Augmented LLM

2024-12-11 · Van-Duc Le

Financial analysis heavily relies on the evaluation of earnings reports to gain insights into company performance. Traditional generation of these reports requires extensive financial expertise and is time-consuming. With the impressive progress in Large Language Models (LLMs), a wide variety of financially focused LLMs has emerged, addressing tasks like sentiment analysis and entity recognition in the financial domain. This paper presents a novel challenge: developing an LLM specifically for automating the generation of earnings reports analysis. Our methodology involves an in-depth analysis of existing earnings reports followed by a unique approach to fine-tune an LLM for this purpose. This approach combines retrieval augmentation and the generation of instruction-based data, specifically tailored for the financial sector, to enhance the LLM's performance. With extensive financial documents, we construct financial instruction data, enabling the refined adaptation of our LLM to financial contexts. Preliminary results indicate that our augmented LLM outperforms general open-source models and rivals commercial counterparts like GPT-3.5 in financial applications. Our research paves the way for streamlined and insightful automation in financial report generation, marking a significant stride in the field of financial analysis.

📄 PDF Abstract BibTeX arXiv:2412.08179

Code (0)

등록된 구현이 없습니다.

Tasks

Financial AnalysisSentiment Analysis

Methods 이 논문이 사용한 방법론

Refunds@Expedia|||How do I get a full refund from Expedia? “How do I get a full refund from Expedia? How do I get a full refund from Expedia? – Call ☎️ +1-(888) 829 (0881) or +1-805-330-4056 or +1-805-330-4056 for Quick Help &…
15 Ways to Contact How can i speak to someone at Delta Airlines 설명 없음
Attention 설명 없음
Attention Dropout Attention Dropout is a type of dropout used in attention-based architectures, where elements are randomly dropped out of the…
Softmax The Softmax output function transforms a previous layer's output into a vector of probabilities. It is commonly used for multiclass classification. Given an input vector $x$…
Cosine Annealing Cosine Annealing is a type of learning rate schedule that has the effect of starting with a large learning rate that is relatively rapidly decreased to a minimum value before…
BPE Byte Pair Encoding, or BPE, is a subword segmentation algorithm that encodes rare and unknown words as sequences of subword units. The intuition is that various word…
Linear Layer A Linear Layer is a projection $\mathbf{XW + b}$.

Similar Papers 제목 키워드 기반

Template-Based Financial Report Generation in Agentic and Decomposed Information Retrieval

2025-04-19 · Yong-En Tian, Yu-Chien Tang, Kuang-Da Wang, An-Zi Yen 외

Tailoring structured financial reports from companies' earnings releases is crucial for understanding financial performance and has been widely adopted in real-world analytics. However, existing summarization methods oft…

Information RetrievalRetrieval

Evaluating Large Language Models for Stance Detection on Financial Targets from SEC Filing Reports and Earnings Call Transcripts

2025-10-27 · Nikesh Gyawali, Doina Caragea, Alex Vasenkov, Cornelia Caragea arxiv

Financial narratives from U.S. Securities and Exchange Commission (SEC) filing reports and quarterly earnings call transcripts (ECTs) are very important for investors, auditors, and regulators. However, their length, fin…

Sentiment AnalysisStance Detection

FinReport: Explainable Stock Earnings Forecasting via News Factor Analyzing Model

2024-03-05 · Xiangyu Li, Xinjie Shen, Yawen Zeng, Xiaofen Xing 외

The task of stock earnings forecasting has received considerable attention due to the demand investors in real-world scenarios. However, compared with financial institutions, it is not easy for ordinary investors to mine…

Stock Market Prediction

An Exploratory Study of Stock Price Movements from Earnings Calls

2022-01-31 · Sourav Medya, Mohammad Rasoolinejad, Yang Yang, Brian Uzzi

Financial market analysis has focused primarily on extracting signals from accounting, stock price, and other numerical hard data reported in P&L statements or earnings per share reports. Yet, it is well-known that the d…

Graph Neural Network

Impacts of National Cultures on Managerial Decisions of Engaging in Core Earnings Management

2024-07-23 · Muhammad Rofiqul Islam, Abdullah Al Mehdi

This study investigates the impact of Hofstede's cultural dimensions on abnormal core earnings management in multiple national cultural contexts. We employ an Ordinary Least Squares (OLS) regression model with abnormal c…

Management