# 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:

```text
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:

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

Restore local price/news data:

```bash
unzip -q assets/ch4_baseline_local_data.zip -d .
```

Data archive checksum:

```text
sha256  3fb0ccdf05aacfeef15c032aa62b956aa6a22a247a0b56145e54b30ea7ce6dbf
```

Create the conda environment:

```bash
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.

```bash
export QINGYUNTOP_API_KEY="your key"
```

Optional W&B configuration:

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

## Run

Run one baseline:

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

Run the ten Chapter 4 baseline setups:

```bash
./launch.sh
```

By default, `run.sh` uses:

```text
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:

```text
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
```