commit 85f56827c04e655fe6a3fa3fc550dde459c7d8c6 Author: ModelHub XC Date: Mon Aug 17 18:55:17 2026 +0800 初始化项目，由ModelHub XC社区提供模型 Model: Josephgflowers/Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-gguf Source: Original Platform diff --git a/.gitattributes b/.gitattributes new file mode 100644 index 0000000..4e026f9 --- /dev/null +++ b/.gitattributes @@ -0,0 +1,38 @@ +*.7z filter=lfs diff=lfs merge=lfs -text +*.arrow filter=lfs diff=lfs merge=lfs -text +*.bin filter=lfs diff=lfs merge=lfs -text +*.bz2 filter=lfs diff=lfs merge=lfs -text +*.ckpt filter=lfs diff=lfs merge=lfs -text +*.ftz filter=lfs diff=lfs merge=lfs -text +*.gz filter=lfs diff=lfs merge=lfs -text +*.h5 filter=lfs diff=lfs merge=lfs -text +*.joblib filter=lfs diff=lfs merge=lfs -text +*.lfs.* filter=lfs diff=lfs merge=lfs -text +*.mlmodel filter=lfs diff=lfs merge=lfs -text +*.model filter=lfs diff=lfs merge=lfs -text +*.msgpack filter=lfs diff=lfs merge=lfs -text +*.npy filter=lfs diff=lfs merge=lfs -text +*.npz filter=lfs diff=lfs merge=lfs -text +*.onnx filter=lfs diff=lfs merge=lfs -text +*.ot filter=lfs diff=lfs merge=lfs -text +*.parquet filter=lfs diff=lfs merge=lfs -text +*.pb filter=lfs diff=lfs merge=lfs -text +*.pickle filter=lfs diff=lfs merge=lfs -text +*.pkl filter=lfs diff=lfs merge=lfs -text +*.pt filter=lfs diff=lfs merge=lfs -text +*.pth filter=lfs diff=lfs merge=lfs -text +*.rar filter=lfs diff=lfs merge=lfs -text +*.safetensors filter=lfs diff=lfs merge=lfs -text +saved_model/**/* filter=lfs diff=lfs merge=lfs -text +*.tar.* filter=lfs diff=lfs merge=lfs -text +*.tar filter=lfs diff=lfs merge=lfs -text +*.tflite filter=lfs diff=lfs merge=lfs -text +*.tgz filter=lfs diff=lfs merge=lfs -text +*.wasm filter=lfs diff=lfs merge=lfs -text +*.xz filter=lfs diff=lfs merge=lfs -text +*.zip filter=lfs diff=lfs merge=lfs -text +*.zst filter=lfs diff=lfs merge=lfs -text +*tfevents* filter=lfs diff=lfs merge=lfs -text +Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-f16.gguf filter=lfs diff=lfs merge=lfs -text +Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-q4_K_M.gguf filter=lfs diff=lfs merge=lfs -text +Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-q8_0.gguf filter=lfs diff=lfs merge=lfs -text diff --git a/Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-f16.gguf b/Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-f16.gguf new file mode 100644 index 0000000..22ed30f --- /dev/null +++ b/Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-f16.gguf @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:294fa6d314c2b270fd8a4a024c8ba3ac1ad31f89693e13466919673dddbb87fe +size 7680693472 diff --git a/Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-q4_K_M.gguf b/Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-q4_K_M.gguf new file mode 100644 index 0000000..e8795d3 --- /dev/null +++ b/Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-q4_K_M.gguf @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:d5f81825aba8eed21b9c1a6cbbd866d59deb53da966ab901aa6d1bad921b7582 +size 2491873504 diff --git a/Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-q8_0.gguf b/Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-q8_0.gguf new file mode 100644 index 0000000..5f6edb5 --- /dev/null +++ b/Josephgflowers--Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning-q8_0.gguf @@ -0,0 +1,3 @@ +version https://git-lfs.github.com/spec/v1 +oid sha256:6d550a3b6f325ac3dda741ed7423498cd8953c239dde79b64511550bb0d56130 +size 4084610272 diff --git a/README.md b/README.md new file mode 100644 index 0000000..18749eb --- /dev/null +++ b/README.md @@ -0,0 +1,157 @@ +--- +license: mit +tags: +- finance +- fine-tuning +- conversational-ai +- named-entity-recognition +- sentiment-analysis +- topic-classification +- rag +- multilingual +- lightweight-llm +- phi-architecture +datasets: +- Josephgflowers/Finance-Instruct-500k +- GAIR/LIMO +- TheFinAI/Fino1_Reasoning_Path_FinQA +- Jarrodbarnes/cortex-1-market-analysis +- Josephgflowers/Finance_Curriculum_Edu_English +- Josephgflowers/Finance-Curriculum-Edu-Arabic +- Josephgflowers/Finance-Curriculum-Edu-Uzbek +- Josephgflowers/Finance-Curriculum-Edu-Multilingual +base_model: +- microsoft/Phi-4-mini-instruct +- microsoft/Phi-4-mini-reasoning +--- + +![image/png](https://cdn-uploads.huggingface.co/production/uploads/6328952f798f8d122ce62a44/lcG3xN0mcRPwM248I30CQ.png) + +# Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning + +## Overview + +**Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning** is a compact, fine-tuned model built on top of [microsoft/Phi-4-mini-instruct](https://huggingface.co/microsoft/Phi-4-mini-instruct) with a strong emphasis on structured financial reasoning and instruction-following. This release blends financial QA, reasoning chains, and RAG-ready formatting into a lightweight agent optimized for advanced finance applications. + +This model is particularly good at producing structured outputs like JSON, following instruction patterns, and chaining logical steps when prompted with tags like `` or ``. +This model also outperforms the base models on multi language capabilities. + +--- + +## 🔄 **Latest Training Run: Finance Curriculum Reasoning Expansion** + +After v0.4, the model was further fine-tuned on newly released multilingual finance reasoning datasets, explicitly targeting real-world coverage gaps in non-English finance QA: + +- [Finance Curriculum Edu English](https://huggingface.co/datasets/Josephgflowers/Finance_Curriculum_Edu_English) +- [Finance-Curriculum-Edu-Arabic](https://huggingface.co/datasets/Josephgflowers/Finance-Curriculum-Edu-Arabic) +- [Finance-Curriculum-Edu-Uzbek](https://huggingface.co/datasets/Josephgflowers/Finance-Curriculum-Edu-Uzbek) +- [Finance-Curriculum-Edu-Multilingual](https://huggingface.co/datasets/Josephgflowers/Finance-Curriculum-Edu-Multilingual) + +**This training phase addressed:** +- Conceptual reasoning and QA coherence across 60+ languages +- Robustness to diverse phrasing, financial domains, and real-world curriculum topics +- Further reduction of hallucinations and improved answer structure, especially for small and mid-sized LMs in non-English settings + +--- + +## Model Workflow & Training Strategy + +### 1. **Initial Fine-Tune** + * Base: `Phi-4-mini-instruct` + * Dataset: [Finance-Instruct-500k](https://huggingface.co/datasets/Josephgflowers/Finance-Instruct-500k) + * Additional datasets: [LIMO](https://huggingface.co/datasets/GAIR/LIMO), [Fin01](https://huggingface.co/datasets/TheFinAI/Fino1_Reasoning_Path_FinQA) + +### 2. **Back Merge** + * Model was merged back with `Phi-4-mini-instruct` to retain broad instruction capability. + +### 3. **Reasoning Augmentation** + * Generated question-answer sets from `Finance-Instruct-500k` using reasoning system prompts + * Filtered for format quality and signal-to-noise ratio + * Trained again on: generated reasoning dataset, LIMO, Fin01 + +### 4. **Final Merge** + * Merged with `Phi-4-mini-reasoning` to strengthen chain-of-thought behavior + +### 5. **Reason Pass** + * Trained on: + - Filtered reasoning subset of self-generated 500k QA set + - [Cortex-1 Market Analysis](https://huggingface.co/datasets/Jarrodbarnes/cortex-1-market-analysis) + - LIMO + - Fin01 + +### 6. **Finance Curriculum Reasoning Expansion (NEW)** + * Trained with four new datasets targeting real-world and multilingual finance curriculum QA: + * Generated question-answer sets from `Finance-Instruct-500k` using reasoning system prompts + * Filtered for format quality and signal-to-noise ratio + * Self generated reasoning dataset using finance topics. Human preference optimized. + * Trained again on: generated reasoning dataset, LIMO, Fin01 + - [Finance Curriculum Edu English](https://huggingface.co/datasets/Josephgflowers/Finance_Curriculum_Edu_English) + - [Finance-Curriculum-Edu-Arabic](https://huggingface.co/datasets/Josephgflowers/Finance-Curriculum-Edu-Arabic) + - [Finance-Curriculum-Edu-Uzbek](https://huggingface.co/datasets/Josephgflowers/Finance-Curriculum-Edu-Uzbek) + - [Finance-Curriculum-Edu-Multilingual](https://huggingface.co/datasets/Josephgflowers/Finance-Curriculum-Edu-Multilingual) + +--- + +## Key Capabilities + +* **Financial Reasoning**: Great at multi-step reasoning across investment strategies, reports, and economic topics +* **Instruction Following**: Precise response formatting with few-shot or system messages +* **Multi-Turn Dialogues**: Maintains context across long conversations +* **Structured Output**: NER, parsing, and tagging tasks return valid JSON by default +* **RAG-Compatible**: Handles prepended external context in the user field +* **Tag-Aware**: Supports `` tags to guide reasoning chains +* **Multilingual Finance QA**: Expanded coverage in 60+ languages for curriculum-based financial topics + +--- + +## Usage Tips + +* Use system messages like: + +``` + +You are a financial assistant that explains your reasoning step by step. Use ... to wrap your reasoning. + +```` + +* Expect JSON-style outputs for tasks like: + +* Entity extraction +* Address parsing +* XBRL tagging + +--- + +## Example + +```json +{ +"system": "You are a financial reasoning assistant. Use to show your steps.", +"user": "ABC Inc reported a quarterly revenue increase of 12% while cutting debt by 8%\nWhat does this indicate about the company’s short-term stability?", +"assistant": "This revenue increase suggests improved sales or pricing power. Debt reduction enhances cash flow and reduces risk. Together, they signal improved short-term financial health. It indicates strong short-term stability." +} +```` + +--- + +## Model Details + +* **Base**: Phi-4-mini-instruct +* **Architecture**: \~3.8B params (mini) +* **Version**: v0.4 + Multilingual Curriculum Reasoning Expansion +* **License**: MIT +* **Framework**: Hugging Face Transformers + +--- + +## Citation + +```bibtex +@model{josephgflowers2025phinancephi4, + title={Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning}, + author={Joseph G. Flowers}, + year={2025}, + url={https://huggingface.co/Josephgflowers/Phinance-Phi-4-mini-instruct-finance-v0.4-with-reasoning} +} +``` +