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AI投研应用系列之二:从大模型到智能体,扣子Coze在金融投研中的应用
Tai Ping Yang Zheng Quan· 2025-06-15 06:51
Quantitative Models and Construction Methods - **Model Name**: Report/Document Interpretation Workflow - **Model Construction Idea**: Automate the process of interpreting financial reports and extracting key information, including formulas, using AI agents and workflows[28][30] - **Model Construction Process**: 1. Use Coze's official file-reading plugin to extract document content and formula structures[30] 2. Configure prompt logic and output format using LLM nodes in the workflow[30] 3. Test the workflow by inputting a URL of a quantitative research paper, where the AI agent summarizes key information and accurately interprets formulas[31] - **Model Evaluation**: Demonstrates the ability to process complex financial documents and provide accurate formula interpretations, enhancing efficiency in financial research[31] - **Model Name**: Real-Time Financial Data Analysis Workflow - **Model Construction Idea**: Automate the retrieval and analysis of real-time financial data from web sources or plugins[35][38] - **Model Construction Process**: 1. Construct a workflow with a code-processing node to generate complete URLs based on user-input stock codes[38] 2. Use a data-scraping node to retrieve real-time financial data from websites like Sina Finance[35][38] 3. Input the data into the DeepSeek LLM node for comprehensive analysis, focusing on profitability, solvency, and operational efficiency[39] - **Model Evaluation**: Provides timely and structured financial insights, enabling informed decision-making in investment analysis[39] - **Model Name**: Research Report Summarization Workflow - **Model Construction Idea**: Automate the process of extracting and summarizing content from multiple research reports or news articles[52][55] - **Model Construction Process**: 1. Use Coze plugins to scrape HTML content from websites like Eastmoney[55] 2. Employ loop nodes to process multiple reports and extract relevant content[55] 3. Store the extracted data (e.g., titles, content, institution names, links) in Feishu multi-dimensional tables for further analysis[57] - **Model Evaluation**: Effectively consolidates and organizes large volumes of research data, improving accessibility and usability for financial analysts[57] Model Backtesting Results - **Report/Document Interpretation Workflow**: Successfully summarized key information and accurately interpreted formulas from a quantitative research paper[31] - **Real-Time Financial Data Analysis Workflow**: Generated detailed financial analyses based on real-time data, covering multiple financial metrics such as ROE, net profit, and cash flow[39][48] - **Research Report Summarization Workflow**: Efficiently extracted and stored structured data from multiple research reports, enabling streamlined analysis and reporting[57][60] Quantitative Factors and Construction Methods - **Factor Name**: None explicitly mentioned in the report Factor Backtesting Results - **Factor Results**: None explicitly mentioned in the report