Fine-Grained Sentiment Analysis on Financial Microblogs and News

# Fine-Grained Sentiment Analysis on Financial Microblogs and News
# Based on Cortis et al., SemEval 2017
# Paper: https://aclanthology.org/S17-2089/
# Dataset: https://alt.qcri.org/semeval2017/task5/
#
# This task asks annotators to rate the sentiment of financial text on a
# 7-point scale from very bearish to very bullish, and to classify the
# topic type of the financial content.
#
# Sentiment Scale (Likert 1-7):
# 1 = Very Bearish (extremely negative market outlook)
# 4 = Neutral (no clear sentiment direction)
# 7 = Very Bullish (extremely positive market outlook)
#
# Topic Categories:
# - Stock-Related: About a specific stock or equity
# - Market-Related: About overall market conditions
# - Company-Related: About company operations, earnings, management
# - Economic: About macroeconomic factors (GDP, employment, etc.)
# - Other: Other financial topics

annotation_task_name: "Fine-Grained Financial Sentiment Analysis"
task_dir: "."

data_files:
  - sample-data.json

item_properties:
  id_key: "id"
  text_key: "text"

output_annotation_dir: "annotation_output/"
output_annotation_format: "json"

port: 8000
server_name: localhost

annotation_schemes:
  - annotation_type: likert
    name: sentiment_rating
    description: "Rate the financial sentiment from very bearish to very bullish."
    min_label: "Very Bearish"
    max_label: "Very Bullish"
    size: 7

  - annotation_type: radio
    name: topic_type
    description: "What type of financial topic is discussed?"
    labels:
      - "Stock-Related"
      - "Market-Related"
      - "Company-Related"
      - "Economic"
      - "Other"
    keyboard_shortcuts:
      "Stock-Related": "1"
      "Market-Related": "2"
      "Company-Related": "3"
      "Economic": "4"
      "Other": "5"
    tooltips:
      "Stock-Related": "Discussion about a specific stock, equity, or share price"
      "Market-Related": "Discussion about overall market conditions or indices"
      "Company-Related": "Discussion about company operations, earnings, or management"
      "Economic": "Discussion about macroeconomic factors like GDP, employment, or interest rates"
      "Other": "Other financial topics not covered above"

annotation_instructions: |
  You will be shown a financial text (microblog post or news excerpt) along with
  the associated cashtag. Your task is to:
  1. Rate the sentiment on a 7-point scale from Very Bearish to Very Bullish.
  2. Classify the financial topic type.
  Consider the tone and implied market direction when rating sentiment.

html_layout: |
  <div style="padding: 15px; max-width: 800px; margin: auto;">
    <div style="background: #fefce8; border: 1px solid #fde68a; border-radius: 8px; padding: 12px; margin-bottom: 12px;">
      <strong style="color: #a16207;">Cashtag:</strong>
      <span style="font-size: 15px; font-weight: bold;">{{cashtag}}</span>
    </div>
    <div style="background: #f0f9ff; border: 1px solid #bae6fd; border-radius: 8px; padding: 16px; margin-bottom: 16px;">
      <strong style="color: #0369a1;">Text:</strong>
      <p style="font-size: 16px; line-height: 1.7; margin: 8px 0 0 0;">{{text}}</p>
    </div>
  </div>

allow_all_users: true
instances_per_annotator: 50
annotation_per_instance: 2
allow_skip: true
skip_reason_required: false