All notable changes to the bigdata-research-tools package will be documented in this file. Since version 0.16.0 this library and its changelog have been maintained on GitHub. The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

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[0.16.0] - 2025-07-03

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Added

  • Add thematic screener visuals code
  • Add risk scenario workflow, which includes prompts, labeler, visuals, risk theme tree

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Changed

  • Moved over input validation to query builder
  • Parse Reporting Entity correctly in query builder

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[0.15.1] - 2025-06-12

Changed
  • Fix bug in labeler logic which affected Colab

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[0.15.0] - 2025-06-11

Added
  • Logic to add a LLM generated motivation explaining why a company exposed to a theme
  • Logic to construct a portfolio of a certain size, with balancing (by sector/region/other) and weighting (by thematic score/other score) capabilities
  • Logic to build queries with custom batching and non-company entities
  • Workflow usage metrics

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[0.14.0] - 2025-05-30

Changed
  • Chunk numbers now match the Chunk index from the Vector DB
  • Add dependencies like bigdata logo and IPython to run 2 workflows seamlessly
  • Cleanup of Miners and Screeners logic
  • Update Miners docs to use newly refactored code
  • Remove any tech debt/unused code from the library

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[0.13.0] - 2025-04-25

Added
  • Add prompt which better integrates analyst focus into mindmapper
Changed
  • Updated narrative miners cookbook to use another source (as we no longer have CNBC)
  • Fix excel logo
  • Update cookbooks section of documentation to explain why to look at the cookbook(s)
  • Change ordering of docs
  • Fix the labelling prompt to be the same as in thematic screener notebook
  • Set the default temperature for all LLM calls to 0

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[0.12.0] - 2025-03-24

Added
  • Add screener class for the Narrative Executive Factor:
    • screeners.ExecutiveNarrativeFactor
  • Add labeler for company screening:
    • labeler.screener_labeler
  • Add screener search:
    • search.screener_search
  • Add a themes module with logic to generate sub-themes from a main one:
    • themes.generate_theme_tree
    • themes.ThemeTree class.
  • Resources folder moved inside the package source data.
  • API Reference updated:
    • Screeners
    • Search
    • Themes

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[0.11.0] - 2025-02-27

Added
  • Add narrative miner classes to track narratives in transcipts, filings, news (miners folder)
  • Add capability to choose which LLM to run prompts with (llm folder)
  • Add supporting functionality for hybrid searches and labelling (labeler and search folders)
  • Add logic to export the structured dataset of labelled chunks to excel workbook (excel.py)
  • Cookbook Miners
  • API Reference API Reference