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Sparse portfolio optimization is a fundamental yet challenging problem in quantitative finance, since traditional approaches heavily relying on historical return statistics and static objectives can hardly adapt to dynamic market regimes.…

Portfolio Management · Quantitative Finance 2025-07-24 Haochen Luo , Yuan Zhang , Chen Liu

Alpha factor mining aims to discover investment signals from the historical financial market data, which can be used to predict asset returns and gain excess profits. Powerful deep learning methods for alpha factor mining lack…

Computational Finance · Quantitative Finance 2025-06-18 Junjie Zhao , Chengxi Zhang , Min Qin , Peng Yang

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

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

Formula alpha mining, which generates predictive signals from financial data, is critical for quantitative investment. Although various algorithmic approaches-such as genetic programming, reinforcement learning, and large language…

Artificial Intelligence · Computer Science 2025-08-20 Hongjun Ding , Binqi Chen , Jinsheng Huang , Taian Guo , Zhengyang Mao , Guoyi Shao , Lutong Zou , Luchen Liu , Ming Zhang

The rapid advancement of Large Language Models (LLMs) has led to a surge of financial benchmarks, evolving from static knowledge evaluation toward interactive trading simulations. However, existing frameworks for evaluating real-time…

Trading and Market Microstructure · Quantitative Finance 2026-05-28 Wentao Zhang , Mingxuan Zhao , Jincheng Gao , Jieshun You , Huaiyu Jia , Yilei Zhao , Bo An , Shuo Sun

Classifier-Free Guidance (CFG) significantly enhances controllability in generative models by interpolating conditional and unconditional predictions. However, standard CFG often employs a static unconditional input, which can be suboptimal…

Computation and Language · Computer Science 2025-05-27 Pengxiang Li , Shilin Yan , Joey Tsai , Renrui Zhang , Ruichuan An , Ziyu Guo , Xiaowei Gao

Recently, Large Language Models (LLMs) have attracted significant attention for their exceptional performance across a broad range of tasks, particularly in text analysis. However, the finance sector presents a distinct challenge due to its…

Computation and Language · Computer Science 2024-06-18 Meiyun Wang , Kiyoshi Izumi , Hiroki Sakaji

Traditionally, traders and quantitative analysts address alpha decay by manually crafting formulaic alphas, mathematical expressions that identify patterns or signals in financial data, through domain expertise and trial-and-error. This…

Computational Engineering, Finance, and Science · Computer Science 2026-03-05 Qizhao Chen , Hiroaki Kawashima

Signal decay and regime shifts pose recurring challenges for data-driven investment strategies in non-stationary markets. Conventional time-series and machine learning approaches, which rely primarily on historical correlations, often…

Trading and Market Microstructure · Quantitative Finance 2025-12-30 Zuoyou Jiang , Li Zhao , Rui Sun , Ruohan Sun , Zhongjian Li , Jing Li , Daxin Jiang , Zuo Bai , Cheng Hua

In response to the lack of trust in Artificial Intelligence (AI) for sequential planning, we design a Computational Tree Logic-guided large language model (LLM)-based natural language explanation framework designed for the Monte Carlo Tree…

Artificial Intelligence · Computer Science 2025-05-02 Ziyan An , Xia Wang , Hendrik Baier , Zirong Chen , Abhishek Dubey , Taylor T. Johnson , Jonathan Sprinkle , Ayan Mukhopadhyay , Meiyi Ma

Alpha mining, which discovers signals that predict asset returns, has long been attractive for automatic quantitative investment. This problem is typically formulated as a tree-based symbolic regression with handcrafted market data features…

Computational Engineering, Finance, and Science · Computer Science 2025-08-25 Junji Ren , Junjie Zhao , Shengcai Liu , Peng Yang

Compound probabilistic context-free grammars (C-PCFGs) have recently established a new state of the art for unsupervised phrase-structure grammar induction. However, due to the high space and time complexities of chart-based representation…

Computation and Language · Computer Science 2023-10-24 Yanpeng Zhao , Ivan Titov

Alphas are stock prediction models capturing trading signals in a stock market. A set of effective alphas can generate weakly correlated high returns to diversify the risk. Existing alphas can be categorized into two classes: Formulaic…

Artificial Intelligence · Computer Science 2021-04-02 Can Cui , Wei Wang , Meihui Zhang , Gang Chen , Zhaojing Luo , Beng Chin Ooi

Modern quantitative trading increasingly relies on systematic models to extract predictive signals from large-scale financial data, where alpha factor discovery plays a central role in transforming market observations into tradable signals.…

Computational Engineering, Finance, and Science · Computer Science 2026-05-18 Lingzhe Zhang , Tong Jia , Yunpeng Zhai , Zixuan Xie , Chiming Duan , Minghua He , Philip S. Yu , Ying Li

Grammars provide a convenient and powerful mechanism to define the space of possible solutions for a range of problems. However, when used in grammatical evolution (GE), great care must be taken in the design of a grammar to ensure that the…

Neural and Evolutionary Computing · Computer Science 2022-04-18 Grant Dick , Peter A. Whigham

This research introduces a new parsing approach, based on earlier syntactic work on context free grammar (CFG) and generalized phrase structure grammar (GPSG). The approach comprises both a new parsing algorithm and a set of syntactic rules…

Computation and Language · Computer Science 2026-02-17 Ghaly Hussein

In this paper we propose a novel reinforcement learning based model for sequence tagging, referred to as MM-Tag. Inspired by the success and methodology of the AlphaGo Zero, MM-Tag formalizes the problem of sequence tagging with a Monte…

Computation and Language · Computer Science 2018-05-21 Yadi Lao , Jun Xu , Yanyan Lan , Jiafeng Guo , Sheng Gao , Xueqi Cheng

Recently researchers working in the LFG framework have proposed algorithms for taking advantage of the implicit context-free components of a unification grammar [Maxwell 96]. This paper clarifies the mathematical foundations of these…

cmp-lg · Computer Science 2008-02-03 Marc Dymetman

Large Language Models (LLMs) have demonstrated remarkable improvements in reasoning and planning through increased test-time compute, often by framing problem-solving as a search process. While methods like Monte Carlo Tree Search (MCTS)…

Artificial Intelligence · Computer Science 2025-06-06 Nathan Herr , Tim Rocktäschel , Roberta Raileanu