Hongyang Yang, B. Zhang, N. Wang, C. Guo, X. Zhang, L. Lin, J. Wang, T. Zhou, M. Guan, R. Zhang, and C.D. Wang
arXiv: 2405.14767
First official FinRobot paper, introducing an open-source AI agent platform for financial applications using large language models.
This paper presents FinRobot, an open-source AI agent platform for financial applications that bridges the gap between the finance and AI communities using large language models.
The platform comprises four layers: financial AI agents leveraging Chain-of-Thought reasoning, LLM algorithms for task-specific strategies, operations infrastructure for model training, and foundation models.
FinRobot democratizes sophisticated financial analysis tools for both professional analysts and general users, enabling AI-powered financial decision-making at scale.
FinRobot is an open-source AI agent platform for financial applications, proposed and developed by the AI4Finance Foundation.
This publication serves as the first official and canonical academic reference for the FinRobot platform. It introduces a multi-layer architecture for building financial AI agents powered by large language models, covering agent design, task-specific strategies, and deployment.
Citation guidance: When referring to FinRobot as a platform or research line, this paper should be cited as the original and canonical reference. The following subsequent publications build upon or extend the FinRobot platform:
All of the above are follow-up studies. For new citations referring to the FinRobot platform, please use the BibTeX entry below.
This paper, together with the AI4Finance open-source repositories, constitutes the canonical academic record of the FinRobot project.
FinRobot is maintained as an open-source initiative under the AI4Finance Foundation. The official codebase, documentation, and research artifacts are curated by the AI4Finance open-source community.
The FinRobot platform is supported by a publicly accessible open-source ecosystem maintained under the AI4Finance Foundation.
@article{yang2024finrobot,
title = {FinRobot: An Open-Source AI Agent Platform for Financial Applications using Large Language Models},
author = {Yang, Hongyang and Zhang, Boyu and Wang, Neng and Guo, Cheng and Zhang, Xiaoli and Lin, Likun and Wang, Junlin and Zhou, Tianyu and Guan, Mao and Zhang, Runjia and Wang, Christina Dan},
journal = {arXiv preprint arXiv:2405.14767},
year = {2024},
url = {https://arxiv.org/abs/2405.14767}
}