financial-datasets 0.1.18
Financial datasets for LLMs
License: MIT
Requires Python: <4.0,>=3.10

# Financial Datasets 🧪

Financial Datasets is an open-source Python library
that lets you create question & answer financial datasets
using Large Language Models (LLMs). With this library,
you can easily generate realistic financial datasets from a 10-K,
10-Q, PDF, and other financial texts.

[![Twitter Follow](https://img.shields.io/twitter/follow/virattt?style=social)](https://twitter.com/virattt)

## Usage

**Example generated dataset:**

```json
[
  {
    "question": "What was Airbnb's revenue in 2023?",
    "answer": "$9.9 billion",
    "context": "In 2023, revenue increased by 18% to $9.9 billion compared to 2022, primarily due to a 14% increase in Nights and Experiences Booked of 54.5 million combined with higher average daily rates driving a 16% increase in Gross Booking Value of $10.0 billion."
  },
  {
    "question": "By what percentage did Airbnb's net income increase in 2023 compared to the prior year?",
    "answer": "153%",
    "context": "Net income in 2023 increased by 153% to $4.8 billion, compared to the prior year, driven by our revenue growth, increased interest income, discipline in managing our cost structure, and the release of a portion of our valuation allowance on deferred tax assets of $2.9 billion."
  }
]
```

**Example #1 - generate from any text**

Most flexible option. Generates dataset using a list of string `texts`. Colab code
example [here](https://colab.research.google.com/gist/virattt/f9b5a0ae82cc0caab57df5dedc2927c9/intro-financial-datasets.ipynb).

```python
from financial_datasets.generator import DatasetGenerator

# Your list of texts
texts = ...

# Create dataset generator
generator = DatasetGenerator(model="gpt-4-turbo", api_key="your-openai-key")

# Generate dataset from texts
dataset = generator.generate_from_texts(
    texts=texts,
    max_questions=100,
)
```

**Example #2 - generate from PDF**

Generate a dataset using a PDF `url` only. Colab code
example [here](https://colab.research.google.com/gist/virattt/b04442ee7c6c0d0bb3c9371af2283a20/intro-financial-datasets.ipynb).

```python
from financial_datasets.generator import DatasetGenerator

# Create dataset generator
generator = DatasetGenerator(model="gpt-4-turbo", api_key="your-openai-key")

# Generate dataset from PDF url
dataset = generator.generate_from_pdf(
    url="https://www.berkshirehathaway.com/letters/2023ltr.pdf",
    max_questions=100,
)
```

**Example #3 - generate from 10-K**

Generate a dataset using a `ticker` and `year`. Colab code
example [here](https://colab.research.google.com/gist/virattt/743872e143034987d20e6a6c7bb9d0a1/intro-financial-datasets.ipynb).

```python
from financial_datasets.generator import DatasetGenerator

# Create dataset generator
generator = DatasetGenerator(model="gpt-4-turbo", api_key="your-openai-key")

# Generate dataset from 10-K
dataset = generator.generate_from_10K(
    ticker="AAPL",
    year=2023,
    max_questions=100,
    item_names=["Item 1", "Item 7"],  # optional - specify Item names to use
)
```

## Installation

### Using pip

You can install the Financial Datasets library using pip:

```
pip install financial-datasets
```

### Using Poetry

If you prefer to use Poetry for dependency management, you can add Financial Datasets to your project:

```
poetry add financial-datasets
```

### From the Repository

If you want to install the library directly from the repository, follow these steps:

1. Clone the repository:
   ```
   git clone https://github.com/virattt/financial-datasets.git
   ```

2. Navigate to the project directory:
   ```
   cd financial-datasets
   ```

3. Install the dependencies using Poetry:
   ```
   poetry install
   ```

4. You can now use the library in your Python projects.

## Contributing

Contributions are welcome! If you find any issues or have suggestions for improvements,
please open an issue or submit a pull request.

## License

This project is licensed under the [MIT License](link-to-license-file).

## Contributors

<a href="https://github.com/virattt/financial-datasets/graphs/contributors">
  <img src="https://contrib.rocks/image?repo=virattt/financial-datasets" />
</a>