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AXP
2023-05-14 to 2023-05-21
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze American Express Provide positive developments, potential concerns, prediction & Use data and news It's before 202card? Provide for upcoming week 2023-05-14 to 5/21 Need to consider news: credit card issuers flexible, Dow falling due to AXP, etc We need to base on news and basic financials Pr...
up by 3-4%
AXP
2023-05-21 to 2023-05-28
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to produce answer as per developer instructions: list positive developments, potential concerns, prediction & They want for American Express Co The period is up to 2023-05-21? The user says "Based on all the information before 2023-05-21, let's first analyze They want positive developments and potential conc...
up by 2-3%
AXP
2023-05-28 to 2023-06-04
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze positive and potential concerns for American Express Co Use news and financials Provide 2-4 items each Then prediction and We must produce output as specified Then output "assistantfinal [Positive Developments]: 1 Increased dividends: The company has announced an increase in its dividends from...
up by more than 5%
AXP
2023-06-04 to 2023-06-11
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze positive developments and concerns for American Express Co (AXP) Provide 2-4 factors each Then prediction and Must use the earlier data Need to base on news and financials Let's gather info From news: 1) stock outperforms market; 2) US small businesses AI curiosity; 3) best financial services...
up by 1-2%
AXP
2023-06-11 to 2023-06-18
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze positive developments and concerns Also provide prediction for "AXP cryptocurrency price movement"? That seems odd; AXP is a company, not a cryptocurrency Likely they mean stock price movement But they say "cryptocurrency price movement" Probably a mistake; we should interpret as stock price move...
up by 0-1%
AXP
2023-06-18 to 2023-06-25
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze The user gave company introduction and financials and news They want positive developments and potential concerns, 2-4 each, and prediction and for next week stock price movement They refer to "cryptocurrency price movement" but likely they mean stock price movement We need to use news and finan...
down by 2-3%
AXP
2023-06-25 to 2023-07-02
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to list positive developments and potential concerns for American Express (AXP) Use news and basic financials Then predict stock price movement for next week We have data until June 25 Need to reason step by step We have news headlines and summary for period Jun 11-18 and Jun 18-25 We need to pick 2-4 po...
up by 3-4%
AXP
2023-07-02 to 2023-07-09
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to provide positive developments and potential concerns based on news and financials Also prediction for crypto? Wait: "prediction of the AXP cryptocurrency price movement for next week" Actually "prediction of the AXP cryptocurrency price movement" That seems odd: AXP is a stock, not a cryptocurrency Maybe t...
down by 2-3%
AXP
2023-07-09 to 2023-07-16
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to respond with the prompt: "American The user just gave company introduction text, but at the end they included a weird string: “ American Likely they want us to output that string The instructions say: "Your answer format should be [Positive ]" etc But the user gave a string The user might be testing th...
up by 2-3%
AXP
2023-07-16 to 2023-07-23
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to produce positive/negative factors and prediction Must consider news and financials Also note that question says "prediction of the AXP cryptocurrency price movement for the next week" Wait they say "cryptocurrency price movement"? That seems odd Maybe they mean stock price They mention "cryptocurrency p...
down by 1-2%
AXP
2023-07-23 to 2023-07-30
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We have instruction: list positive developments and potential concerns, then prediction We must reason step by step Provide only final answer after reasoning Let's analyze We need to consider news and basic financials For AXP Positive developments: - Dividend increase: higher dividend than last year at $0 60 ...
down by 2-3%
AXP
2023-07-30 to 2023-08-06
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze American Express Co Provide positive developments and potential concerns, then prediction and Use news and financials We have news headlines Need 2-4 positive, 2-4 concerns Prediction: stock price movement next week We need to consider news: a downgrade by Piper Sandler to underweight, price t...
down by 0-1%
AXP
2023-08-06 to 2023-08-13
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze American Express based on news and financials Provide positive developments and concerns, then prediction for price movement next week (Aug 6-13) We need to reason step-by-step, then output final Also mention that it's cryptocurrency price? Wait the prompt says "prediction for the companies' crypt...
down by 0-1%
AXP
2023-08-13 to 2023-08-20
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze AXP We have news headlines They mention fixed income presentation, Vice Chair participation in Barclays, underperformance, etc Also the basic financials We need 2-4 positive developments and potential concerns Then prediction for AXP stock price movement next week (2023-08-13 to 2023-8-20) Use...
down by 3-4%
AXP
2023-08-20 to 2023-08-27
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We have to analyze The user has provided a prompt: they want of AXP The user gave news headlines, financials, etc They want positive developments, potential concerns, prediction & for stock price movement for next week (2023-08-20 to 2023-08-27) They also gave some random text "2023-08-30 :August 8 10 American? "...
down by 1-2%
AXP
2023-08-27 to 2023-09-03
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze positive developments and potential concerns for AXP based on news up to 2023-08-27 and financials Then predict stock price movement (not cryptocurrency, but AXP stock) The user wrote "cryptocurrency price movement" incorrectly likely meaning stock price So we need to provide prediction and We ...
up by 0-1%
AXP
2023-09-03 to 2023-09-10
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
To: To We need to respond with : positive developments, potential concerns, prediction & The user asked "prediction of the AXP cryptocurrency price movement for next week (2023-09-03 to 2023-09-10)" Wait: They refer to "cryptocurrency price movement" but AXP is a company They might mean stock price We'll assume ...
down by 1-2%
AXP
2023-09-10 to 2023-09-17
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to provide The user wants us to produce a structured answer with positive developments, potential concerns, prediction & We have data: AXP, news, financial metrics Need to consider positive developments: RBC upgrade, target price increase, strong financials, positive margins, cash flow, etc Potential conce...
up by 4-5%
AXP
2023-09-17 to 2023-09-24
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer f...
We need to analyze positive developments and potential concerns for American Express based on news and financials Then predict price movement next week Provide summary We have news from 2023-08-27 to 2023-09-17 Highlights: institutional ownership 65% Warren Buffett mentions American Express as a potential buy ...
down by more than 5%
End of preview. Expand in Data Studio

FinGPT Forecaster DOW30 — Chain-of-Thought Dataset

Weekly stock price movement predictions for DOW-30 constituents, augmented with Chain-of-Thought (CoT) reasoning generated via GPT-4.

Built on top of the base dataset: FinGPT/fingpt-forecaster-dow30-202305-202405

Schema

Field Description
symbol DOW-30 ticker (e.g. AXP, MSFT)
period Forecast week, e.g. 2023-05-14 to 2023-05-21
prompt Full instruction prompt fed to the model
answer CoT reasoning + structured final answer (assistantfinal marker separates them)
label Ground-truth direction: up / down / stable

Answer format

<CoT reasoning preamble>
assistantfinal
[Positive Developments]:
1. ...
[Potential Concerns]:
1. ...
[Prediction & Analysis]:
...

Citation

@misc{fingpt2023,
  title={FinGPT: Open-Source Financial Large Language Models},
  author={Yang, Hongyang and Liu, Xiao-Yang and Wang, Christina Dan},
  year={2023},
  url={https://github.com/AI4Finance-Foundation/FinGPT}
}
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