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Factor investing is ultimately grounded in market logic - the latent mechanism behind observed alpha factors that explains why they should persist across assets and regimes. However, recent factor mining prioritizes factor discovery over…

Computational Finance · Quantitative Finance 2026-03-24 Zhangyuhua Weng , Shengli Zhang , Taotao Wang , Yihan Xia

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

Formulaic alpha factor mining is a critical yet challenging task in quantitative investment, characterized by a vast search space and the need for domain-informed, interpretable signals. However, finding novel signals becomes increasingly…

Trading and Market Microstructure · Quantitative Finance 2026-02-17 Yanlong Wang , Jian Xu , Hongkang Zhang , Shao-Lun Huang , Danny Dongning Sun , Xiao-Ping Zhang

The formulaic alphas are mathematical formulas that transform raw stock data into indicated signals. In the industry, a collection of formulaic alphas is combined to enhance modeling accuracy. Existing alpha mining only employs the neural…

Computational Finance · Quantitative Finance 2024-03-01 Tao Ren , Ruihan Zhou , Jinyang Jiang , Jiafeng Liang , Qinghao Wang , Yijie Peng

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

Recent advances in large language models (LLMs) are transforming data-intensive domains, with finance representing a high-stakes environment where transparent and reproducible analysis of heterogeneous signals is essential. Traditional…

Multiagent Systems · Computer Science 2025-12-29 Marc S. Montalvo , Hamed Yaghoobian

Recent advances in Large Language Models (LLMs) have shown remarkable capabilities in financial reasoning and market understanding. Multi-agent LLM frameworks such as TradingAgent and FINMEM augment these models to long-horizon investment…

Computational Engineering, Finance, and Science · Computer Science 2025-09-30 Fei Xiong , Xiang Zhang , Aosong Feng , Siqi Sun , Chenyu You

We present the first portfolio-level validation of MarketSenseAI, a deployed multi-agent LLM equity system. All signals are generated live at each observation date, eliminating look-ahead bias. The system routes four specialist agents…

Portfolio Management · Quantitative Finance 2026-04-21 George Fatouros , Kostas Metaxas

Recently, we introduced a new paradigm for alpha mining in the realm of quantitative investment, developing a new interactive alpha mining system framework, Alpha-GPT. This system is centered on iterative Human-AI interaction based on large…

Computational Finance · Quantitative Finance 2024-02-17 Hang Yuan , Saizhuo Wang , Jian Guo

Automating quantitative trading strategy development in dynamic markets is challenging, especially with increasing demand for personalized investment solutions. Existing methods often fail to explore the vast strategy space while preserving…

Artificial Intelligence · Computer Science 2025-10-22 Junhyeog Yun , Hyoun Jun Lee , Insu Jeon

LLM agents are promising tools for empirical discovery, but their flexibility can also turn discovery into uncontrolled search. We study how to use agents under a reproducible protocol through cryptocurrency factor discovery. Our framework…

Portfolio Management · Quantitative Finance 2026-04-30 Yikuan Huang , Zheqi Fan , Kaiqi Hu , Yifan Ye

Extracting signals through alpha factor mining is a fundamental challenge in quantitative finance. Existing automated methods primarily follow two paradigms: Decoupled Factor Generation, which treats factor discovery as isolated events, and…

Artificial Intelligence · Computer Science 2026-02-13 Taian Guo , Haiyang Shen , Junyu Luo , Binqi Chen , Hongjun Ding , Jinsheng Huang , Luchen Liu , Yun Ma , Ming Zhang

We give an explicit algorithm and source code for extracting expected returns for stocks from expected returns for alphas. Our algorithm altogether bypasses combining alphas with weights into "alpha combos". Simply put, we have developed a…

Portfolio Management · Quantitative Finance 2018-02-12 Zura Kakushadze , Willie Yu

Quantile Factor Models (QFM) represent a new class of factor models for high-dimensional panel data. Unlike Approximate Factor Models (AFM), where only location-shifting factors can be extracted, QFM also allow to recover unobserved factors…

Econometrics · Economics 2020-09-24 Liang Chen , Juan Jose Dolado , Jesus Gonzalo

Autonomous agents based on Large Language Models (LLMs) that devise plans and tackle real-world challenges have gained prominence.However, tailoring these agents for specialized domains like quantitative investment remains a formidable…

Artificial Intelligence · Computer Science 2024-02-07 Saizhuo Wang , Hang Yuan , Lionel M. Ni , Jian Guo

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

This paper presents a Multi Agent Bitcoin Trading system that utilizes Large Language Models (LLMs) for alpha generation and portfolio management in the cryptocurrencies market. Unlike equities, cryptocurrencies exhibit extreme volatility…

Portfolio Management · Quantitative Finance 2025-11-17 Aadi Singhi

Large language models (LLMs) are increasingly used to generate financial alpha signals, yet growing evidence shows that LLMs memorize historical financial data from their training corpora, producing spurious predictive accuracy that…

Machine Learning · Computer Science 2026-03-31 Anisha Roy , Dip Roy

This paper develops an autonomous framework for systematic factor investing via agentic AI. Rather than relying on sequential manual prompts, our approach operationalizes the model as a self-directed engine that endogenously formulates…

Portfolio Management · Quantitative Finance 2026-04-07 Allen Yikuan Huang , Zheqi Fan

Alphas are pivotal in providing signals for quantitative trading. The industry highly values the discovery of formulaic alphas for their interpretability and ease of analysis, compared with the expressive yet overfitting-prone black-box…

Computational Finance · Quantitative Finance 2024-06-27 Feng Xu , Yan Yin , Xinyu Zhang , Tianyuan Liu , Shengyi Jiang , Zongzhang Zhang