arXiv AI

FundaPod: A Multi-Persona Agent Pod Architecture with Knowledge Graph Memory for AI-Assisted Fundamental Investment Research

arXiv AI
Aug 20

FinSkillBench: Evaluating AI Agents and Domain Skills for Investment Management

FinSkillBench is an evaluation suite that tests whether language model agents can use financial domain skills to solve investment management tasks across portfolio construction, risk management, and fundamental analysis. The benchmark contains 12 subtasks with 2,603 episodes, each providing point‑in‑time inputs, hidden ground truth, and a verifier. Experiments show that curated skill packages improve performance significantly, while self‑generated skills offer little benefit, indicating that reliable procedural skills are crucial for effective AI agents in this domain.

By Jermyn Zhen Yong Bek, Zhuang Qiang Bok, Zhongtian Sun
arXiv AI
Sep 23

The Self Driving Portfolio: Agentic Architecture for Institutional Asset Management

The paper introduces an agentic strategic asset allocation pipeline called the Self Driving Portfolio, where 44 specialized agents generate market assumptions, 21 competing methods construct portfolios, and agents critique and vote on each other's outputs. A researcher agent can propose new construction methods, while a meta agent evaluates past forecasts against realized returns and rewrites agent code and prompts to enhance future performance. The entire process is governed by an Investment Policy Statement, mirroring the document that guides human portfolio managers, thereby constraining and directing autonomous agents.

By Andrew Ang, Nazym Azimbayev, Andrey Kim
arXiv AI
Aug 7

Vibe Compiler: A Research-Logic Synthesis Tool That Runs without Prompt Engineering -Toward Enhancing Metacognition for Sustaining Agency in the Age of Generative AI-

arXiv:2608. 05545v1 Announce Type: cross Abstract: Generative AI used as a capable servant has greatly accelerated intellectual work, but it also risks eroding human epistemic agency by encouraging uncritical acceptance of AI-generated reasoning.

By Riichiro Mizoguchi, Tomoki Aburatani, Kento Koike, Machi Shimmei