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