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arXiv AI By Ramin Pishehvar

A Three-Phase Foundation Model for Tax-Aware Personalized Portfolio Management

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arXiv:2606. 30997v1 Announce Type: new Abstract: We present a three-phase deep reinforcement learning system for personalized portfolio management that addresses three limitations shared by all prior financial RL work: 1) ticker lock-in, 2) monolithic objectives , and 3) static user models.

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