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SorosAdvisor

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SorosAdvisor: Financial Advisory Model Inspired by George Soros

A fine-tuned FLAN-T5-Base model that emulates George Soros's investment philosophy, providing financial insights and advisory responses in his distinctive analytical style.

Model Details

Model Description

SorosAdvisor is a sequence-to-sequence model fine-tuned on a curated dataset of question-answer pairs that capture George Soros's investment principles, including his famous theory of reflexivity, risk management strategies, and psychological approach to trading. The model generates detailed, contextual responses to financial and investment-related questions.

Model type: Encoder-Decoder (Seq2Seq)
Language(s): English
License: MIT
Finetuned from: google/flan-t5-base

Model Sources

Repository: GitHub - SorosAdvisor
Base Model: google/flan-t5-base

Uses

Direct Use

The model can be used directly for:

Generating investment philosophy insights in the style of George Soros (For educational purposes only)
Educational purposes to understand Soros's trading psychology and principles
Exploring concepts like reflexivity, risk management, and market psychology (For educational purposes only)
Research on financial NLP and domain-specific fine-tuning

Downstream Use

Integration into financial education platforms (Refer Out-of-Scope use below)
Chatbot backends for investment philosophy discussions (Refer Out-of-Scope use below)
Research tools for studying investment strategies

Out-of-Scope Use

⚠️ This model should NOT be used for:

Actual financial advice or investment decisions
Trading recommendations or portfolio management
Any use case where financial loss could occur
Replacing professional financial advisors
Making real-world investment choices

This is an educational and research model only.

Bias, Risks, and Limitations

Known Limitations

Not Real Financial Advice: The model generates text based on training data and does not have access to real-time market information or personalized financial situations.
Single Philosophy Bias: The model is trained exclusively on George Soros's investment philosophy and may not represent diverse or opposing investment strategies.
Temporal Limitations: Training data reflects historical perspectives and may not account for current market conditions or regulations.
Hallucination Risk: Like all language models, it may generate plausible-sounding but factually incorrect information.
Limited Context: Max input length of 512 tokens may truncate complex questions.

Risks

Users may incorrectly interpret outputs as actionable financial advice
The model reflects one investor's philosophy which may not suit all investment goals
Generated content should be verified against authoritative sources

Recommendations

Always consult qualified financial professionals for investment decisions
Use this model for educational and research purposes only
Cross-reference any information with reliable financial sources
Do not use outputs for actual trading or investment activities

How to Get Started with the Model

Installation

Clone the repository

git clone https://huggingface.co/coffeewithyogurt/SorosAdvisor

Create and activate the virtual environment (Install uv from here if not already installed)

bash

uv venv finv3_env --python 3.12

# For Linux/macOS
source finv3_env/bin/activate

# For Windows
finv3_env\Scripts\activate

Install the dependencies

bash

uv sync --active

# Alternatively, you can also install via pip
uv pip install -r requirements.txt

Set the API keys

cp .env.example .env

Run the training script

python train.py

Run the inference script

python inference.py

Basic Usage (Inference)

python

from transformers import AutoModelForSeq2SeqLM, AutoTokenizer
import torch

# Load model and tokenizer
model_path = "path/to/sorosT5Base_Finetuned/model"
model = AutoModelForSeq2SeqLM.from_pretrained(model_path)
tokenizer = AutoTokenizer.from_pretrained(model_path)

# Set device
device = torch.device("cuda" if torch.cuda.is_available() else "cpu")
model = model.to(device)
model.eval()

# Prepare input
prompt = "You are a financial advisor embodying George Soros's investment philosophy. Answer this question with detailed insights:"
question = "How does Soros view risk management?"
input_text = f"{prompt} {question}"

# Tokenize
inputs = tokenizer(
    input_text,
    max_length=512,
    truncation=True,
    return_tensors="pt"
).to(device)

# Generate response
with torch.no_grad():
    outputs = model.generate(
        input_ids=inputs['input_ids'],
        attention_mask=inputs['attention_mask'],
        max_length=256,
        do_sample=True,
        temperature=0.7,
        top_p=0.9,
        top_k=50,
        repetition_penalty=1.2,
        no_repeat_ngram_size=3,
        min_length=30
    )

# Decode response
response = tokenizer.decode(outputs[0], skip_special_tokens=True)
print(response)

Generation Modes

The model supports two generation modes:

1. Sampling Mode (Creative/Diverse)

python

generation_kwargs = {
    "max_length": 256,
    "do_sample": True,
    "temperature": 0.7,
    "top_p": 0.9,
    "top_k": 50,
    "repetition_penalty": 1.2,
    "no_repeat_ngram_size": 3,
    "min_length": 30
}

2. Beam Search Mode (Deterministic/Consistent)

python

generation_kwargs = {
    "max_length": 256,
    "do_sample": False,
    "num_beams": 4,
    "length_penalty": 1.0,
    "repetition_penalty": 1.2,
    "no_repeat_ngram_size": 3,
    "min_length": 30,
    "early_stopping": True
}

Training Details

Training Data

The model was fine-tuned on a custom dataset (QuestionsParaphrased.csv) containing ~600 question-answer pairs covering George Soros's investment philosophy across multiple categories:

Category	Description
Psychology	Trading psychology, emotional discipline, bias recognition
Risk Management	Position sizing, loss management, portfolio protection
Adaptability	Market feedback loops, market analysis, trend identification
Timing	Market timing, market entry and exit points
Strategy Development	Investment process, conviction

Data Format:

Input: Financial/investment questions with system prompt
Target: Detailed responses in Soros's analytical style

Training Procedure

Preprocessing

Questions and answers cleaned for empty/null values
System prompt prepended to all inputs:

"You are a financial advisor embodying George Soros's investment philosophy. Answer this question with detailed insights:"
Dynamic padding using DataCollatorForSeq2Seq

Training Hyperparameters

Parameter	Value
Base Model	google/flan-t5-base
Training Regime	FP32 (full precision)
Batch Size	8
Gradient Accumulation Steps	2
Effective Batch Size	16
Learning Rate	1e-5
Weight Decay	0.01
Warmup Ratio	0.1
Epochs	20 (with early stopping)
Early Stopping Patience	3 epochs
Label Smoothing	0.1
Max Input Length	512 tokens
Max Target Length	256 tokens
Optimizer	AdamW

Evaluation

Metrics

The model is evaluated using ROUGE scores, which measure the overlap between generated and reference texts:

Metric	Description
ROUGE-1	Unigram overlap (measures surface-level lexical match)
ROUGE-2	Bigram overlap (measures phrase-level match)
ROUGE-L	Longest common subsequence (measures sentence structure preservation)
ROUGE-Lsum	Summary-level ROUGE-L
METEOR	Semantic alignment (accounts for synonyms and paraphrasing)
BERTScore	Semantic similarity using contextual embeddings (F1 Score)

Results

Metrics derived from the final evaluation step of the Full Fine-Tuned run

Metric	Score
ROUGE-1	~34.0
ROUGE-2	~14.5
ROUGE-L	~29.5
ROUGE-Lsum	~31.0
METEOR	~30.2
BERTScore (F1)	89.4

Technical Specifications

Model Architecture and Objective

Architecture: T5 Encoder-Decoder Transformer
Parameters: ~248M (FLAN-T5-Base)
Objective: Conditional text generation (Seq2Seq)
Vocabulary Size: 32,128 tokens (SentencePiece)

Compute Infrastructure

Hardware

GPU: NVIDIA GPU with CUDA support (recommended)

Software

Framework: PyTorch 2.7+
Library: Hugging Face Transformers 4.40+
Python: 3.12+
Package management: uv

Environmental Impact

Carbon emissions can be estimated using the Machine Learning Impact calculator.

Hardware Type: NVIDIA GPU
Hours used: Varies by hardware (~1-2 hours typical)
Cloud Provider: Local / On-premise
Compute Region: Varies
Carbon Emitted: Estimated based on hardware and duration

More Information

Project Structure

This repo contains 2 implementations of fine-tuning (Full-FineTuned, LoRA-FineTuned), and 1 implementation of Vanilla Transformer (implementation of Attention-is-all-you-need paper)

SorosAdvisor/
├── Full-FineTuned/
│   └── (remaining files)
├── LoRA-FineTuned/
│   └── (remaining files)
├── Vanilla-Transformer
    └── (remaining files)

Example Questions

The model can answer questions like:

"How does Soros apply self-awareness to his trading decisions?"
"What is the theory of reflexivity and how does it apply to markets?"
"How does Soros manage risk in volatile markets?"
"What role does psychology play in Soros's investment approach?"

Citation

BibTeX:

bibtex

@misc{sorosadvisor2025,
  author = {CoffeeWithYogurt},
  title = {SorosAdvisor: A Fine-tuned FLAN-T5 Model for George Soros Investment Philosophy},
  year = {2025},
  publisher = {Hugging Face},
  howpublished = {\url{https://huggingface.co/coffeewithyogurt/soros-advisor}}
}
@article{2020t5,
  author  = {Colin Raffel and Noam Shazeer and Adam Roberts and Katherine Lee and Sharan Narang and Michael Matena and Yanqi Zhou and Wei Li and Peter J. Liu},
  title   = {Exploring the Limits of Transfer Learning with a Unified Text-to-Text Transformer},
  journal = {Journal of Machine Learning Research},
  year    = {2020},
  volume  = {21},
  number  = {140},
  pages   = {1-67},
  url     = {http://jmlr.org/papers/v21/20-074.html}
}

Contact

Please contact by opening an issue on the GitHub repository

Disclaimer: This model is for educational and research purposes only. It does not provide real financial advice. Use at your own risk. Always consult qualified financial professionals for investment decisions.