- ago
This is one of the most exciting pieces of software I ever made.

The original plan was to release this extension a week after the finantic.News extension, but it took a few weeks of additional work on Dion's side and on my side to make this happen.

This extension leverages recent advances in a research field called "Natural Language Processing" (NLP).
Theses people develop "Large Language Models" (LLM) which are able to understand and answer questions posed in natural language.
This research led to products like ChatGPT, Microsoft's Bing Chat, Google's Bard, Facebook's Llama and so on.

The finantic.NLP extension connects WealthLab with many of these Large Language Models and allows for a completely new segment of trading strategies: Evidence Based News Trading. (aka. backtested trading strategies based on financial news)

How does it work?
The news articles available for a single symbol on a single day are sent to a server farm where a pretrained Large Language Model
evaluates the news article along with a carefully engineered prompt like

"Is this news good news for the company Adobe (ADBE)"

The Large Language Model answers with a sentiment score between -1 and +1.

These scores are combined and finally form an "News Indicator" which in turn can be used in a Wealth-Lab trading strategy
(no matter if Building Blocks or coded)

The extension contains a large set of help pages along with a verbose tutorial which expains everything step by step.

Give it a try and let me know how it works for you:

https://wealth-lab.com/extension/detail/finantic.NLP


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- ago
#1
The theory goes like this:

There are three different categories of news events:

1. News which reports about past stock performance or price movements. Because past price movements have usually no influence on future movements these news articles say nothing about future price movements and can be ignored/discarded.

2. News articles which are unrelated, irrelevant, too general or otherwise not significant for any future price movement. Can be ignored/discarded.

3. News articles which report significant developments or events which have the potential to make people buy or sell a given stock and thus will move stock prices in a certain direction.

So the task at hand is to develop a clever question (called a "Prompt") for the artificial intelligence to make it
a) distinguish between cases 1., 2. and 3. and
b) find a relevant sentiment value to estimate the direction and magnitude of the expected price movement.
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- ago
#2
Hi @DrKoch

I think I just read the research article that spawned this and was just about to write in to see how much to develop this as a solution so its great to see that its already there.

Can you provide any more information how useful the news trading approach is in your trading either on its own or combined with other indicators?

Thanks Tim

- I just noticed I can get a free trial so I'll have a go myself!
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- ago
#3
Hi tteather
QUOTE:
I just read the research article


could you please post this article here?
I am not sure its the same that sparked me to build these extensions.
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- ago
#4
QUOTE:
Can you provide any more information how useful the news trading approach is

I am convinced that it is super useful and helps more to a trading strategy than your average RSI indicator.

There are just some hurdles to master:
* you need a decent news source and the finantic.News extension to make all these news available in WealthLab
* you need a subscription for OpenAI and/or HuggingFace
* you must invent a clever prompt (the question posed to the artificial intelligence) to get useful answers

From my experience it is best to combine the News-Indicator with some other trading logic for best results.
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- ago
#5
Hello DrKoch,

In message #1 you say
QUOTE:
News which reports about past stock performance or price movements [...] can be ignored/discarded
and
QUOTE:
News articles which are unrelated, irrelevant, too general or otherwise not significant for any future price movement. Can be ignored/discarded
.
So it is possible to filter news based on what is most relevant? How can this be done?

In message #4 you mention
QUOTE:
you need a decent news source
. What other news sources besides Tiingo are compatible with WL?

Does the sentiment calculation take into account the title, content, image? Is it based on specific words?

Is it possible to change the sentiment calculation?
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