arXiv AI

Agentic Retrieval-Augmented Generation for Financial Document Question Answering

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.

arXiv AI
Jun 4

FinTradeBench: A Financial Reasoning Benchmark for LLMs

arXiv:2603. 19225v3 Announce Type: replace-cross Abstract: Real-world financial decision-making is a challenging problem that requires reasoning over heterogeneous signals, including company fundamentals derived from regulatory filings and trading signals computed from price dynamics.

By Yogesh Agrawal, Aniruddha Dutta, Md Mahadi Hasan, Santu Karmaker, Aritra Dutta
Hugging Face Trending Papers
Jun 22

IPO Finance Agent: Evaluation of LLM Financial Analysts beyond Finance Agent v2, with Automated Rubric Generation -- the Case of the SpaceX (SPCX) IPO

Finance Agent v2 (by Vals AI) has emerged as the reference benchmark for evaluating both Anthropic Claude and OpenAI ChatGPT frontier language models on financial tasks. However, it narrowly deals with periodic reporting from publicly traded companies (SEC 10-K and 10-Q filings), and its agentic harness relies on naive, unenriched chunk retrieval.

arXiv AI
Aug 11

FinTrace: Holistic Trajectory-Level Evaluation of LLM Tool Calling for Long-Horizon Financial Tasks

arXiv:2604. 10015v3 Announce Type: replace Abstract: Recent studies demonstrate that tool-calling capability enables large language models (LLMs) to interact with external environments for long-horizon financial tasks.

By Yupeng Cao, Haohang Li, Weijin Liu, Wenbo Cao, Anke Xu, Lingfei Qian, Xueqing Peng, Minxue Tang, Zhiyuan Yao, Jimin Huang, K. P. Subbalakshmi, Zining Zhu, Jordan W. Suchow, Yangyang Yu
arXiv AI
Jun 2

Herculean: An Agentic Benchmark for Financial Intelligence

arXiv:2605. 14355v3 Announce Type: replace Abstract: As AI agents improve, the central question is no longer whether they can solve isolated well-defined financial tasks, but whether they can reliably carry out financial professional work.

By Xueqing Peng, Zhuohan Xie, Yupeng Cao, Haohang Li, Lingfei Qian, Yan Wang, Vincent Jim Zhang, Huan He, Xuguang Ai, Linhai Ma, Ruoyu Xiang, Yueru He, Yi Han, Shuyao Wang, Yuqing Guo, Mingyang Jiang, Yilun Zhao, Youzhong Dong, Xiaoyu Wang, Yankai Chen, Ye Yuan, Qiyuan Zhang, Fuyuan Lyu, Haolun Wu, Yonghan Yang, Zichen Zhao, Yuyang Dai, Fan Zhang, Rania Elbadry, Ayesha Gull, Muhammad Usman Safder, Nuo Chen, Fengbin Zhu, Tianshi Cai, Zimu Wang, Polydoros Giannouris, Yuechen Jiang, Zhiwei Liu, Mohsinul Kabir, Yuyan Wang, Yixiang Zheng, Yangyang Yu, Weijin Liu, Wenbo Cao, Anke Xu, Peng Lu, Jerry Huang, Mingquan Lin, Prayag Tiwari, Yijia Zhao, V\'ictor Guti\'errez-Basulto, Xiao-Yang Liu, Kaleb E Smith, Jiahuan Pei, Arman Cohan, Jimin Huang, Yuehua Tang, Alejandro Lopez-Lira, Xi Chen, Xue Liu, Junichi Tsujii, Jian-Yun Nie, Sophia Ananiadou