Personalized Chain-of-Thought Summarization of Financial News for Investor Decision Support

TL;DR

This paper introduces a personalized Chain-of-Thought summarization framework that condenses financial news into concise, relevant summaries tailored to investor needs, aiding timely decision-making.

Contribution

It presents a novel CoT summarization method that incorporates user keywords for personalized, event-driven summaries to improve financial news comprehension.

Findings

Enhanced relevance of summaries through personalization

Supports investor decision-making with concise insights

Bridges raw news and actionable information

Abstract

Financial advisors and investors struggle with information overload from financial news, where irrelevant content and noise obscure key market signals and hinder timely investment decisions. To address this, we propose a novel Chain-of-Thought (CoT) summarization framework that condenses financial news into concise, event-driven summaries. The framework integrates user-specified keywords to generate personalized outputs, ensuring that only the most relevant contexts are highlighted. These personalized summaries provide an intermediate layer that supports language models in producing investor-focused narratives, bridging the gap between raw news and actionable insights.