Financial Analyst AI Assistant

A domain-specific Large Language Model adapter fine-tuned for financial question answering and reasoning tasks.

This model is a LoRA adapter built on top of Qwen2.5-1.5B-Instruct and trained using QLoRA with 4-bit quantization to efficiently adapt the model for financial analysis tasks.

Model Details

Model Description

  • Developed by: Ahmed Elsayed Taha
  • Model type: Causal Language Model (LLM) LoRA Adapter
  • Base model: Qwen2.5-1.5B-Instruct
  • Fine-tuning method: QLoRA (LoRA + 4-bit Quantization)
  • Language(s): English
  • License: Apache 2.0 (inherits from base model license)
  • Finetuned from: Qwen/Qwen2.5-1.5B-Instruct

Model Sources


Uses

Direct Use

This model can be used for:

  • Financial question answering
  • Accounting concept explanation
  • Financial reasoning tasks
  • Understanding financial contexts
  • Generating structured financial responses

Downstream Use

Possible applications:

  • Financial analyst assistants
  • Document-based financial analysis systems
  • Financial education tools
  • Retrieval Augmented Generation (RAG) pipelines
  • Business intelligence assistants

Out-of-Scope Use

This model should not be used as:

  • A replacement for professional financial advisors
  • A source of guaranteed investment decisions
  • A system for high-stakes financial decisions without human verification

Training Details

Training Data

The model was fine-tuned using:

  • TheFinAI/Fino1_Reasoning_Path_FinQA
  • TheFinAI/Fino1_Reasoning_Path_FinQA_v2

Dataset statistics:

Dataset Samples
Fino1_Reasoning_Path_FinQA 5,499
Fino1_Reasoning_Path_FinQA_v2 3,472
Total 8,971

The dataset contains:

  • Open-ended financial questions
  • Ground-truth answers
  • Financial reasoning paths
  • Generated responses

Preprocessing

The dataset was converted into Qwen instruction format:

{
  "messages": [
    {
      "role": "system",
      "content": "You are a financial analyst AI assistant."
    },
    {
      "role": "user",
      "content": "Financial question"
    },
    {
      "role": "assistant",
      "content": "Financial answer"
    }
  ]
}
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