Papers with financial analysis
AlphaFin: Benchmarking Financial Analysis with Retrieval-Augmented Stock-Chain Framework (2024.lrec-main)
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| Challenge: | Currently, ML&DL methods fail to provide reasons for stock trend predictions, lacking interpretability and reasoning processes. large language models (LLMs) suffer from hallucinations and are unable to keep up with the latest information. |
| Approach: | They develop a method to train large language models to handle financial analysis tasks . they use AlphaFin datasets to compare performance with traditional methods . |
| Outcome: | The proposed method improves stock trend prediction and financial question answering tasks. |
Scaling Beyond Context: A Survey of Multimodal Retrieval-Augmented Generation for Document Understanding (2026.acl-long)
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Sensen Gao, Shanshan Zhao, Xu Jiang, Lunhao Duan, Yong Xien Chng, Qing-Guo Chen, Weihua Luo, Kaifu Zhang, Jia-Wang Bian, Mingming Gong
| Challenge: | Document understanding is critical for applications from financial analysis to scientific discovery. |
| Approach: | They propose a taxonomy based on domain, retrieval modality, and granularity and review advances involving graph structures and agentic frameworks. |
| Outcome: | The proposed model enables holistic retrieval and reasoning across all modalities, unlocking comprehensive document intelligence. |
FinTral: A Family of GPT-4 Level Multimodal Financial Large Language Models (2024.findings-acl)
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| Challenge: | FinTral is a suite of state-of-the-art multimodal large language models (LLMs) built upon the Mistral-7b model and tailored for financial analysis. |
| Approach: | They introduce FinTral, a suite of state-of-the-art multimodal large language models built upon the Mistral-7b model and tailored for financial analysis. |
| Outcome: | The proposed model outperforms ChatGPT-3.5 and GPT-4 in five out of nine tasks and surpasses GPT-4.5 in five of nine task evaluations. |
VisFinEval: A Scenario-Driven Chinese Multimodal Benchmark for Holistic Financial Understanding (2025.emnlp-main)
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Zhaowei Liu, Xin Guo, Haotian Xia, Lingfeng Zeng, Fangqi Lou, Jinyi Niu, Mengping Li, Qi Qi, Jiahuan Li, Wei Zhang, Yinglong Wang, Weige Cai, Weining Shen, Liwen Zhang
| Challenge: | Existing benchmarks focus on text comprehension, but MLLMs lack the ability to integrate visual data over financial visuals. |
| Approach: | They evaluate 21 state-of-the-art multimodal large language models in a zero-shot setting . they use an annotated question–answer pair from eight common financial image modalities . |
| Outcome: | The new benchmark outperforms existing models but trailed financial experts by 14 percentage points. |
METAL: A Multi-Agent Framework for Chart Generation with Test-Time Scaling (2025.acl-long)
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| Challenge: | Chart generation requires strong visual design skills and precise coding capabilities that embed the desired visual properties into code. |
| Approach: | They propose a vision-language model-based multi-agent framework for effective automatic chart generation. |
| Outcome: | The proposed framework achieves a 5.2% improvement in the F1 score over the current best chart generation task. |