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Prepare Chapter 4 baseline release
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Chapter 4 Baseline Codebase

This repository is a cleaned baseline-only snapshot for the ten runs used in Chapter 4 of the thesis.

It intentionally excludes the later improvement experiments: discrete target states, Top-K shortlist, frequency experiments, simulated improvement results, and majority voting.

Contents

  • Baseline source code exported from commit 3c05c1afb50afa4734296fce18cc77c776f79c1d.
  • The ten historical Chapter 4 W&B ids and setup metadata in scripts/baseline_runs.json.
  • A single-run entrypoint: run.sh.
  • A ten-run launcher with the same baseline setup as the selected original runs: launch.sh.
  • Local reusable market/news input data packaged as assets/ch4_baseline_local_data.zip.

The raw local data directories are ignored by git after extraction:

stockbench/storage/parquet/
stockbench/storage/cache/news/
stockbench/storage/cache/news_by_day/
stockbench/storage/cache/financials/
stockbench/storage/cache/corporate_actions/
stockbench/storage/cache/stock_indicators/

Old LLM response caches, generated backtest reports, and local W&B outputs are not included.

Setup

Clone the Hugging Face dataset repository:

git clone https://huggingface.co/datasets/stock-agent/chapter4-baseline-clean
cd chapter4-baseline-clean

Restore local price/news data:

unzip -q assets/ch4_baseline_local_data.zip -d .

Data archive checksum:

sha256  3fb0ccdf05aacfeef15c032aa62b956aa6a22a247a0b56145e54b30ea7ce6dbf

Create the conda environment:

conda env create -f environment.yml
conda activate stockagent

Configure the LLM API key. The original runs used the qingyuntop OpenAI-compatible profile. No API key is included in this repository.

export QINGYUNTOP_API_KEY="your key"

Optional W&B configuration:

export WANDB_MODE=offline   # default
# export WANDB_MODE=online  # upload new runs to W&B

Run

Run one baseline:

MODEL=deepseek-v3.1 RUN_PREFIX=DEEPSEEK_V3_1 ./run.sh

Run the ten Chapter 4 baseline setups:

./launch.sh

By default, run.sh uses:

START=2025-03-01
END=2026-02-28
PROFILE=qingyuntop
NEWS_ENABLED=true
DATA_MODE=offline_only
CACHE_MODE=llm_write_only
WANDB_MODE=offline

Reproduction Notes

The manifest records the original W&B ids and original code commit for each selected run. launch.sh does not force those old W&B ids; it runs the same baseline setup and lets the current run generate fresh timestamped ids.

The packaged local input data contains:

parquet: 13440 files
cache/news: 5585 files
cache/news_by_day: 6010 files
cache/financials: 63 files
cache/corporate_actions: 42 files
cache/stock_indicators: 6783 files