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One of the most important tasks in quantitative investment research is mining new alphas (effective trading signals or factors). Traditional alpha mining methods, either hand-crafted factor synthesizing or algorithmic factor mining (e.g.,…

Computational Finance · Quantitative Finance 2025-09-23 Saizhuo Wang , Hang Yuan , Leon Zhou , Lionel M. Ni , Heung-Yeung Shum , Jian Guo

In the trading process, financial signals often imply the time to buy and sell assets to generate excess returns compared to a benchmark (e.g., an index). Alpha is the portion of an asset's return that is not explained by exposure to this…

Computational Engineering, Finance, and Science · Computer Science 2024-10-25 Yining Wang , Jinman Zhao , Yuri Lawryshyn

Alpha factor mining is a fundamental task in quantitative trading, aimed at discovering interpretable signals that can predict asset returns beyond systematic market risk. While traditional methods rely on manual formula design or heuristic…

Computational Engineering, Finance, and Science · Computer Science 2025-10-22 Lang Cao

Quantitative investment (quant) is an emerging, technology-driven approach in asset management, increasingy shaped by advancements in artificial intelligence. Recent advances in deep learning and large language models (LLMs) for quant…

Computational Finance · Quantitative Finance 2025-03-31 Bokai Cao , Saizhuo Wang , Xinyi Lin , Xiaojun Wu , Haohan Zhang , Lionel M. Ni , Jian Guo

Quantitative investment aims to maximize the return and minimize the risk in a sequential trading period over a set of financial instruments. Recently, inspired by rapid development and great potential of AI technologies in generating…

General Finance · Quantitative Finance 2020-09-24 Xiao Yang , Weiqing Liu , Dong Zhou , Jiang Bian , Tie-Yan Liu

The complexity of financial data, characterized by its variability and low signal-to-noise ratio, necessitates advanced methods in quantitative investment that prioritize both performance and interpretability.Transitioning from early manual…

Computational Finance · Quantitative Finance 2024-12-13 Hao Shi , Weili Song , Xinting Zhang , Jiahe Shi , Cuicui Luo , Xiang Ao , Hamid Arian , Luis Seco

The multi-factor model is a widely used model in quantitative investment. The success of a multi-factor model is largely determined by the effectiveness of the alpha factors used in the model. This paper proposes a new evolutionary…

Computational Finance · Quantitative Finance 2020-04-07 Tianping Zhang , Yuanqi Li , Yifei Jin , Jian Li

In the rapidly evolving field of business process management, there is a growing need for analytical tools that can transform complex data into actionable insights. This research introduces a novel approach by integrating Large Language…

Computation and Language · Computer Science 2024-05-20 Mehrdad Agha Mohammad Ali Kermani , Hamid Reza Seddighi , Mehrdad Maghsoudi

Discovering effective predictive signals, or "alphas," from financial data with high dimensionality and extremely low signal-to-noise ratio remains a difficult open problem. Despite progress in deep learning, genetic programming, and, more…

Computation and Language · Computer Science 2026-04-21 Fengyuan Liu , Yi Huang , Sichun Luo , Yuqi Wang , Yazheng Yang , Xinye Li , Zefa Hu , Junlan Feng , Qi Liu

The pursuit of alpha returns that exceed market benchmarks has undergone a profound transformation, evolving from intuition-driven investing to autonomous, AI powered systems. This paper introduces a comprehensive five stage taxonomy that…

Machine Learning · Computer Science 2025-05-22 Mohammad Rubyet Islam

This report outlines a transformative initiative in the financial investment industry, where the conventional decision-making process, laden with labor-intensive tasks such as sifting through voluminous documents, is being reimagined.…

General Finance · Quantitative Finance 2024-01-15 Lezhi Li , Ting-Yu Chang , Hai Wang

Financial markets are noisy and non-stationary, making alpha mining highly sensitive to backtest noise and regime shifts. While recent agentic frameworks improve automation, they often lack controllable multi-round search and reliable reuse…

Statistical Finance · Quantitative Finance 2026-05-19 Jun Han , Shuo Zhang , Wei Li , Yifan Dong , Tu Hu , Yumo Zhu , Xiaomin Yu , Xin Guo , Zhaowei Liu , Kunyi Wang , Jingping Liu , Tianyi Jiang , Ruichuan An , Sen Hu , Zhi Yang , Ronghao Che , Huacan Wang

Traditional genetic programming (GP) often struggles in stock alpha factor discovery due to its vast search space, overwhelming computational burden, and sporadic effective alphas. We find that GP performs better when focusing on promising…

Statistical Finance · Quantitative Finance 2024-12-03 Weizhe Ren , Yichen Qin , Yang Li

The exponential growth of financial research has rendered traditional systematic literature reviews (SLRs) increasingly impractical, as manual screening and narrative synthesis struggle to keep pace with the scale and complexity of modern…

Computational Finance · Quantitative Finance 2026-04-17 Wei Wei , Jin Zheng , Zining Wang , Weibin Feng

The emergence of Large Language Models presents a remarkable opportunity for humanities and social science research. I argue these technologies instantiate what I have called the algorithmic condition, whereby computational systems…

Computers and Society · Computer Science 2025-12-16 David M. Berry

The availability of big data has significantly influenced the possibilities and methodological choices for conducting large-scale behavioural and social science research. In the context of qualitative data analysis, a major challenge is…

Human-Computer Interaction · Computer Science 2025-06-09 Lama Alqazlan , Zheng Fang , Michael Castelle , Rob Procter

Modern AI algorithms require labeled data. In real world, majority of data are unlabeled. Labeling the data are costly. this is particularly true for some areas requiring special skills, such as reading radiology images by physicians. To…

Machine Learning · Statistics 2026-03-31 Yiran Huang , Jian-Feng Yang , Haoda Fu

Alpha factor mining is pivotal in quantitative investment for identifying predictive signals from complex financial data. While traditional formulaic alpha mining relies on human expertise, contemporary automated methods, such as those…

Artificial Intelligence · Computer Science 2025-11-13 Yu Shi , Yitong Duan , Jian Li

Large Language Models have found application in various mundane and repetitive tasks including Human Resource (HR) support. We worked with the domain experts of SAP SE to develop an HR support chatbot as an efficient and effective tool for…

Computation and Language · Computer Science 2024-07-09 Anum Afzal , Alexander Kowsik , Rajna Fani , Florian Matthes

We present a novel three-stage framework leveraging Large Language Models (LLMs) within a risk-aware multi-agent system for automate strategy finding in quantitative finance. Our approach addresses the brittleness of traditional deep…

Portfolio Management · Quantitative Finance 2025-11-04 Zhizhuo Kou , Holam Yu , Junyu Luo , Jingshu Peng , Xujia Li , Chengzhong Liu , Juntao Dai , Lei Chen , Sirui Han , Yike Guo
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