FinBERT - Financial Headline Sentiment Analysis

# FinBERT - Financial Headline Sentiment Analysis
# Based on Araci, arXiv 2019
# Paper: https://arxiv.org/abs/1908.10063
# Dataset: https://huggingface.co/datasets/financial_phrasebank
#
# Classify financial news headlines by sentiment and rate market outlook.
# Headlines may discuss earnings, market movements, corporate actions,
# economic indicators, or regulatory changes.
#
# Sentiment Categories:
# - Positive: Good news for the company/market (growth, profits, expansion)
# - Negative: Bad news (losses, layoffs, downgrades, regulatory issues)
# - Neutral: Factual reporting without clear positive or negative signal
#
# Market Outlook Scale (1-5):
# 1 = Very Bearish (strong negative market signal)
# 2 = Bearish
# 3 = Neutral
# 4 = Bullish
# 5 = Very Bullish (strong positive market signal)
#
# Guidelines:
# - Focus on the financial implications, not general emotional tone
# - Consider how the headline would affect investor decisions
# - Provide brief reasoning for your sentiment classification

annotation_task_name: "FinBERT: Financial Headline 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: radio
    name: sentiment
    description: "What is the financial sentiment of this headline?"
    labels:
      - "Positive"
      - "Negative"
      - "Neutral"
    keyboard_shortcuts:
      "Positive": "1"
      "Negative": "2"
      "Neutral": "3"
    tooltips:
      "Positive": "Good news for the company or market (growth, profits, upgrades, expansion)"
      "Negative": "Bad news (losses, layoffs, downgrades, regulatory problems, declining sales)"
      "Neutral": "Factual reporting without clear positive or negative financial signal"

  - annotation_type: text
    name: reasoning
    description: "Briefly explain your reasoning for the sentiment classification."

  - annotation_type: likert
    name: market_outlook
    description: "Rate the market outlook implied by this headline (1 = Very Bearish, 5 = Very Bullish)"
    size: 5
    min_label: "Very Bearish"
    max_label: "Very Bullish"

annotation_instructions: |
  You will classify the sentiment of financial news headlines.

  For each headline:
  1. Read the headline carefully, considering its financial implications.
  2. Classify the sentiment as Positive, Negative, or Neutral.
  3. Write a brief explanation of your reasoning.
  4. Rate the implied market outlook from Very Bearish (1) to Very Bullish (5).

  Focus on the financial signal, not general emotional tone.

html_layout: |
  <div style="padding: 15px; max-width: 800px; margin: auto;">
    <div style="background: #f0f9ff; border: 1px solid #bae6fd; border-radius: 8px; padding: 20px;">
      <strong style="color: #0369a1;">Financial Headline:</strong>
      <p style="font-size: 18px; line-height: 1.7; margin: 10px 0 0 0; font-weight: 500;">{{text}}</p>
    </div>
  </div>

allow_all_users: true
instances_per_annotator: 100
annotation_per_instance: 3
allow_skip: true
skip_reason_required: false