arXiv:2608. 06108v1 Announce Type: new Abstract: Investment competence is inherently personalized: the same market evidence can justify different actions for investors with different goals, horizons, portfolios, and risk boundaries.
By Yuanhong Jiang, Jingjie Zou, Zhenghong Lin, Xusheng Yu, Qiqi Huang, Shuai Jia, Shijie Dai
arXiv:2605. 05409v2 Announce Type: replace Abstract: Financial document question answering (QA) demands complex multi-step numerical reasoning over heterogeneous evidence--structured tables, textual narratives, and footnotes--scattered across corporate filings.
By Yang Shu, Yingmin Liu, Zequn Xie
arXiv:2608. 13706v1 Announce Type: cross Abstract: Existing defenses against hallucination in retrieval-augmented and multi-agent pipelines remain partial: evidence is trusted despite modality disagreement, debate verifies an aggregate report rather than individual claims, and such verification occurs only after drafting, leaving inter-agent errors undetected until the final text.
By Fatema Tuj Johora Faria, Mukaffi Bin Moin, Jubayer Al Mahmud, M. F. Mridha, Md. Alam Hossain
arXiv:2606. 19782v1 Announce Type: new Abstract: Financial chart question answering in regulated settings demands more than accuracy: practitioners must know which answers to trust before acting on them, and many institutions cannot send client data to external model providers.
By Aravind Narayanan, Shaina Raza
arXiv:2608. 16386v1 Announce Type: cross Abstract: Financial agents must do more than recall domain knowledge: they must be both reliable, executing precise operations over grounded evidence, and executive, sustaining long-horizon research whose conclusions remain auditable.
By Agent Team, B. Zhang, Yaze Geng, Lei Tang, Yaoyang Yi, Zonghan Wu, Yifan Hu, Kun Wang, Qingsong Wen, Yilei Shao
arXiv:2606. 00671v3 Announce Type: replace Abstract: We present Moxia (formerly AXIOM), a trust-first neuro-symbolic architecture for self-explaining mathematical reasoning over natural-language input.
By Alessio Bruno
arXiv:2608. 11047v1 Announce Type: new Abstract: While existing benchmarks have made substantial progress in evaluating LLMs across STEM domains, financial reasoning over structured data remains comparatively less explored.
By Alicia Larsen, Victoire Laurent, Aulia Kharis Rakhamsari, Lara Turgut, Nino Antulov-Fantulin
arXiv:2608. 07885v1 Announce Type: new Abstract: Reasoning modes of language models outperform their non-reasoning counterparts on multi-step agentic tasks, but pay a 3-6x premium in output tokens on every episode -- much of it spent re-deriving procedures that are shared across episodes of the same domain.
By Agamdeep Singh, Srishti Gautam, Priyanshu Gupta, Nikita Mehrotra, Tanmay Bakshi, Sumit Gulwani
arXiv:2606. 03829v1 Announce Type: new Abstract: Financial-research answers are decision-relevant only when another analyst can audit how they were produced: which source was chosen, which period and accounting definition were used, which assumptions were made, and how the calculation was performed.
By Alex Wang, Georg Meinhardt, Jacob Katz, Joseph H. Kim, Pratyush K. Chaudhary, Chase Blagden, Eric Xu
arXiv:2606. 23238v2 Announce Type: replace Abstract: Logical reasoning is essential for reliable AI, yet existing benchmarks are largely first-order-logic-centric, focusing on object-level deduction over fixed predicates.
By Yucheng Wu, Jundong Xu, Mingzhen Ju, Yue Yu, Chenpeng Wang, Haoxuan Li, Liangming Pan
arXiv:2606. 17642v1 Announce Type: new Abstract: Financial multimodal reasoning requires agents to coordinate numerical computation, retrieval, visual interpretation, and temporal grounding across heterogeneous evidence sources.
By Pianran Guo, Pengcheng Zhou, Yucheng Jian, Shuhua Chen
arXiv:2606. 25984v1 Announce Type: cross Abstract: Large language models are increasingly deployed as investment research assistants, yet no benchmark tests whether they can accurately reconstruct and apply the specific procedural decision frameworks of expert investors.
By Mingguang Chen, Bo Qu