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InvestLM: Generative AI for Finance and Investment

Hong Kong's first open-source model for finance and investment related Generative AI tasks.

InvestLM is developed by research team at the School of Business and Management, Hong Kong University of Science and Technology (HKUST).

Domain Specification

We develop generative AI tailored for finance, enhancing economic rationality, risk preference alignment, and expertise in financial text tasks.

Responsible AI Adoption

We aim to foster responsible AI applications within Hong Kong’s financial services sector, promoting transparency and alignment with local regulations.

Advisory, Training, and Customization

We offer advisory and training for InvestLM on-premises deployment and customized model fine-tuning to meet specific institutional needs.

InvestLM Generative AI Platform

We invite Hong Kong financial institutions, accounting firms, and solution providers to try InvestLM. Read FAQ.

Text Summarization

Sentiment Analysis

Risk Analysis

Financial Document Processing

Entity Recognition

Business Event Detection

ESG Analysis

Question Answering

And More...

Assessment

We evaluate InvestLM’s utility in providing helpful investment advice by collaborating and interviewing a group of six financial experts, including hedge fund managers and research analysts. In addition to the expert evaluation, we also conduct a GPT-4 evaluation. The results are presented in Figure 1 and Figure 2.

Expert Evaluation
Figure 1. Expert Evaluation
GPT4 Evaluation
Figure 2.GPT4 Evaluation
* The results are based on InvestLM1.0