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transcript finbert qa dispersion

cadence: Annualdata: mediumshort onlylong onlylong short
JFE
2023
J. of Financial Economics
Huang, Wang & Yang (2023) *Contemporary Accounting Research*:
Citation only — paper link pending.

Mechanism

Huang, Wang & Yang (2023) *Contemporary Accounting Research*: "FinBERT: A Large Language Model for Extracting Information from Financial Text." FinBERT-tone outperforms Loughran-McDonald wordcount on every post-call drift measure they tested (3-day CAR R² roughly doubles). Follow- up by Chen et al. (2024 *JFE*) shows a ~5% annualised long-short on the Q&A-dispersion

Data dependencies

  • daily_prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • transcript_finbert_scores

    Worker data table — see services/worker schema.

Expected edge

(2024 *JFE*) shows a ~5% annualised long-short on the Q&A-dispersion sub-signal.

Illustrative pattern only

NOT a backtest

Illustrative pattern only — see /app for live backtests and the actual current equity curve.

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