Papers with financial tasks
INVESTORBENCH: A Benchmark for Financial Decision-Making Tasks with LLM-based Agent (2025.acl-long)
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Haohang Li, Yupeng Cao, Yangyang Yu, Shashidhar Reddy Javaji, Zhiyang Deng, Yueru He, Yuechen Jiang, Zining Zhu, K.p. Subbalakshmi, Jimin Huang, Lingfei Qian, Xueqing Peng, Jordan W. Suchow, Qianqian Xie
| Challenge: | Recent advances have underscored the potential of large language model (LLM)-based agents in financial decision-making. |
| Approach: | They propose to evaluate LLM agents using 13 different LLMs as backbone models across various market environments and tasks. |
| Outcome: | The proposed framework assesses the reasoning and decision-making capabilities of 13 different LLMs across various market environments and tasks. |
UCFE: A User-Centric Financial Expertise Benchmark for Large Language Models (2025.findings-naacl)
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Yuzhe Yang, Yifei Zhang, Yan Hu, Yilin Guo, Ruoli Gan, Yueru He, Mingcong Lei, Xiao Zhang, Haining Wang, Qianqian Xie, Jimin Huang, Honghai Yu, Benyou Wang
| Challenge: | Recent advances in large language models (LLMs) have expanded their potential applications in finance. |
| Approach: | They propose a framework to evaluate the ability of large language models to handle financial tasks using human expert evaluations and task-specific interactions. |
| Outcome: | The proposed framework evaluates the ability of large language models to handle complex financial tasks and combines human expert evaluations with dynamic, task-specific interactions to simulate the complexities of evolving financial scenarios. |
FLAG-TRADER: Fusion LLM-Agent with Gradient-based Reinforcement Learning for Financial Trading (2025.findings-acl)
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Guojun Xiong, Zhiyang Deng, Keyi Wang, Yupeng Cao, Haohang Li, Yangyang Yu, Xueqing Peng, Mingquan Lin, Kaleb E Smith, Xiao-Yang Liu, Jimin Huang, Sophia Ananiadou, Qianqian Xie
| Challenge: | Large language models (LLMs) have impressive reasoning capabilities in financial tasks, but struggle with multi-step, goal-oriented scenarios in interactive financial markets. |
| Approach: | They propose a framework that integrates large language models with gradient-driven reinforcement learning (RL) policy optimization. |
| Outcome: | The proposed framework improves performance in trading and other financial domain tasks. |
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. |
Are Large Language Models Reliable Reviewers? A Benchmark for Error Detection in Financial Documents (2026.findings-acl)
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Ying He, Zhouhong Gu, Zhecheng Hu, Yubo Zhou, Hao Shen, Jiaqing Liang, Zhaoqian Dai, Ma Shuguang, Fei Yu, Yanghua Xiao, Zhixu Li
| Challenge: | Existing LLMs struggle to identify errors in financial documents, a study shows . 18% of financial practitioners make errors daily, one-third make errors several times weekly, and 59% make errors multiple times monthly. |
| Approach: | They introduce FinED-Bench, a publicly available Benchmark for financial error detection . it covers nine real-world financial scenarios and includes over 900 documents in 2025 . supervised fine-tuning can significantly improve the performance of weaker LLMs, they show . |
| Outcome: | The proposed benchmark covers nine real-world financial scenarios and includes over 900 documents reported in 2025 that are unseen by existing language models. |
Demystifying Domain-adaptive Post-training for Financial LLMs (2025.emnlp-main)
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| Challenge: | Domain-adaptive post-training of large language models (LLMs) has emerged as promising approach for specialized domains such as medicine and finance. |
| Approach: | They propose a system to identify optimal adaptation criteria and training strategies for LLMs for the finance domain. |
| Outcome: | The proposed model achieves state-of-the-art performance across a wide range of financial tasks. |