Notes 3-18-25

https://uconn-sa.blogspot.com/ 

We were able to launch an app engine program from our compute engine instance. 

 I'd like to get all working code on the compute engine WM.

 john_iacovacci1@sentiment-prod:/home/sentapp$ ls appmenu dailyprices imdata

 john_iacovacci1@sentiment-prod:/home/sentapp$ 

We have created a directory for the application on /home/sentapp and use subdirectories for individual code.

 Nazmus had a github for Company info which we pulled into subdirectory and attached the app engine flask code by deploying to the sentiment analysis project app engine link.

 Problem is in order to run all the code from one app engine project linked all code needs to be merged together. 

 We need to understand how to use/grant access to the compute engine vm and datastore/firestore tables from sentiment test project.

Eventually both the SSGA code and the Webster code need to be merged but form development they can stay separated. APP Engine code for Company Info CompanyInfo and Company_info 

We created a new CompanyInfo table to be able to retrieve companies by ticker.

 Name/ID name=BAC Company_Name=Bank of America Industry=BANKS Ticker=BAC 

 All 30 companies on the list need to be added to this table. 

Topics For SSGA we are using the TECHNOLOGY sector or INDUSTRY (same field) from the 

Company info table to search for Keywords in the topics table to score Earnings calls.

Keyword Category Sector Client AI Agent AI TECHNOLOGY SSGA LLM AI TECHNOLOGY SSGA Model Training AI TECHNOLOGY SSGA

 For Webster we just have these keywords for now but we are only searching news.

We may expand to conference calls.

 Keyword Category Sector Client Customer service Customer Service BANKS WEBSTER Bank fees fees BANKS WEBSTER The Topics tables can be split or joined into one. 

We can keep it simple for now until we need one app engine. 

 Also, if we may be able to separate into two projects as long as Datastore and compute engine can be shared between projects. Daily prices All 30 companies from Company Info table need to be collecting prices on a daily basis into one single data store table in the Sentiment Analysis project.

 This should be running on a cron schedule In python code need to set project id Need project name set (your project PROJECT_ID = 'sentiment-analysis-379200’ And datastore kind client = datastore.Client() kind = 'dailyprices’ Eventually we will back fill prices. 

 Sentiment scoring SSGA. We need to follow similar model to last year with slight adjustments. Sentiment Detail Store details after scoring earnings call 

We use autokey Database ID (default) Namespace [default] Kind Sentiment_Details Key Sentiment_Details id:4503627796316160 Key literal Key(Sentiment_Details, 4503627796316160) URL-safe key ahtwfnNlbnRpbWVudC1hbmFseXNpcy0zNzkyMDByHgsSEVNlbnRpbWVudF9EZXRhaWxzGICAgPjogIAIDA 

 Call date Category Document Type Keyword Paragraph Period e.g. Q12025 

Paragraph Period Score Magnitude ' Score each paragraph that keyword appears in and store that paragraph in the scored record.

 After the score summarize in table for graphs Scoring summary Total each category that was scored Call date Document Type Period Ticker Category Score magnitude The Graphs need to use this table Need 8 quarters scored per company Graphs should be able to graph single company for 8 periods. Adjunct Professor John Iacovacci University of Connecticut, Stamford John.Iacovacci@uconn.edu

Notes 3-7-25

 Companies - Need to set up these 30 companies in CompanyInfo Table

Companies
	NAME	TICKER	SECTOR
2	M&T Bank Corporation	MTB	BANKS
3	Huntington Bancshares Inc	HBAN	BANKS
4	Regions Financial corporation	RF	BANKS
5	New York Community Bancorp, Inc.	NYCB	BANKS
6	Zions Bancorporation	ZION	BANKS
7	Comerica Incorporated	CMA	BANKS
8	First Horizon Corporation	FHN	BANKS
9	Webster Financial Corporation	WBS	BANKS
10	Western Alliance Bancorporation	WAL	BANKS
11	Valley National Bancorp	VLY	BANKS
12	Synovus Financial	SNV	BANKS
13	Wintrust Financial corporation	WTFC	BANKS
14	Cullen/Frost Bankers, Inc.	CFR	BANKS
15	BOK Financial Corporation	BOKF	BANKS
16	Old National Bancorp	ONB	BANKS
17	F.N.B. Corporation	FNB	BANKS
18	Oracle Corporation	ORCL	TECHNOLOGY
19	Alphabet Inc.	GOOGL	TECHNOLOGY
20	Meta Platforms, Inc.	META	TECHNOLOGY
21	Microsoft Corporation	MSFT	TECHNOLOGY
22	Amazon.com, Inc.	AMZN	TECHNOLOGY
23	ServiceNow, Inc.	NOW	TECHNOLOGY
24	Salesforce, Inc.	CRM	TECHNOLOGY
25	Adobe Inc.	ADBE	TECHNOLOGY
26	AppLovin Corporation	APP	TECHNOLOGY
27	Palantir Technologies Inc.	PLTR	TECHNOLOGY
28	Intuit Inc.	INTU	TECHNOLOGY
29	Accenture plc	ACN	TECHNOLOGY
30	Thomson Reuters Corporation Common Shares	TRI	TECHNOLOGY

Dailyprices

Collect daily prices and volume of each company

Back fill prices and volume for each company to correspond with data collection

Date

Ticker

Price

Volume

Enter topics for earnings call searches

Topics

Keyword	Category	Sector	Client
AI Agent	AI	TECHNOLOGY	SSGA
LLM	AI	TECHNOLOGY	SSGA
Model Training	AI	TECHNOLOGY	SSGA
AI Inference	AI	TECHNOLOGY	SSGA
AI Monetization	AI	TECHNOLOGY	SSGA
AI software functionality	AI	TECHNOLOGY	SSGA
Customer service	Customer Service	BANKS	WEBSTER
Bank fees	fees	BANKS	WEBSTER

Collect daily prices and volume of each company

Backfill prices and volume for each company to correspond with data collection

Sentiment Detail

Store details after scoring earnings call

Call date

Category

Document Type

Keyword

Paragraph

Period e.g. Q12025

Paragraph

Period

Score

Magnitude

Sentiment Summary

Total each category that was scored

Call date

Document Type

Period

Ticker

Category

Score

magnitude

Category	Task	Team	Description	Status
App engine	Company Info Table	SDP	Flask process to store data in Company Info	Rebuild code in new project
App engine	Topics Table	SDP	Flask process to store data in Topics
App engine	Graph Input	SDP	Flask to drive Mathplotlib graphs
App engine	Graph Average Scores	SDP	Graph to plot average scores for one company over periods selected
App engine	Graph to plot average scores for sector	SDP	Graph to plot the average scores for each company in a selected sector for a selected period
Compute Engine	Sentiment scoring	SSGA	Program to take a conference call, identify each paragraph where a keyword appears, store the paragraph keyword and a sentiment score for that paragraph	PARSING PROCESS
Compute Engine	Sentiment Detail	SSGA	Program to take a scored conference call and create record for each occurance of a keyword/classification by average score
Compute Engine	Sentiment Total	SSGA	Need to be able to summarize scoring detail into total table to drive graphs
Compute Engine	Daily prices	SSGA	Process to get all prices for current day based upon companyinfo table	Yahoo API'S for prices. dailyprices bucket, check instance for code. cron
App engine	login interface	SENT CLASS	USER VALIDATION	IEP
App engine	login interface	SENT CLASS	2 factor MFA	MFA

Model

Document how to use

Detailed documentation on how model is trained 

How to train on new terms

Implement machine learning

Architecture document on cloud

Cyber MFA - User validation