mlsanityData to 14 Oct 2026

MarketSenseAI 2.0: Enhancing Stock Analysis through LLM Agents

arXiv 2502.00415 ↗First posted 1 Feb 2025q-fin.CP cs.AI cs.CLcited by 16

On the map: LLM agents and tool use → Financial trading and forecasting agents

Abstract (arXiv)

MarketSenseAI is a novel framework for holistic stock analysis which leverages Large Language Models (LLMs) to process financial news, historical prices, company fundamentals and the macroeconomic environment to support decision making in stock analysis and selection. In this paper, we present the latest advancements on MarketSenseAI, driven by rapid technological expansion in LLMs. Through a novel architecture combining Retrieval-Augmented Generation and LLM agents, the framework processes SEC filings and earnings calls, while enriching macroeconomic analysis through systematic processing of diverse institutional reports. We demonstrate a significant improvement in fundamental analysis accuracy over the previous version. Empirical evaluation on S&P 100 stocks over two years (2023-2024) shows MarketSenseAI achieving cumulative returns of 125.9% compared to the index return of 73.5%, while maintaining comparable risk profiles. Further validation on S&P 500 stocks during 2024 demonstrates the framework's scalability, delivering a 33.8% higher Sortino ratio than the market. This work marks a significant advancement in applying LLM technology to financial analysis, offering insights into the robustness of LLM-driven investment strategies.

Key facts. Cited by 16 papers in the map (data through 14 Oct 2026). Placed in Financial trading and forecasting agents, one of 16 directions in LLM agents and tool use. Builds on 20 of its 51 references that are in the map. First posted on arXiv 1 Feb 2025.

Builds on

20 of 51 references.

References · 20

  1. 2022Chain-of-Thought Prompting Elicits Reasoning in Large Language Modelscited by 12,459
  2. 2020Retrieval-Augmented Generation for Knowledge-Intensive NLP Taskscited by 9,297
  3. 2024GPT-4o System Cardcited by 4,588
  4. 2024GSM-Symbolic: Understanding the Limitations of Mathematical Reasoning in Large Language Modelscited by 550
  5. 2023Ragas: Automated Evaluation of Retrieval Augmented Generationcited by 418
  6. 2023Harnessing the Power of LLMs in Practice: A Survey on ChatGPT and Beyondcited by 411
  7. 2024Long-context LLMs Struggle with Long In-context Learningcited by 286
  8. 2023Enhancing Financial Sentiment Analysis via Retrieval Augmented Large Language Modelscited by 68
  9. 2024Are LLMs Capable of Data-based Statistical and Causal Reasoning? Benchmarking Advanced Quantitative Reasoning with Datacited by 63
  10. 2023Alpha-GPT: Human-AI Interactive Alpha Mining for Quantitative Investmentcited by 56
  11. 2024Improving Retrieval for RAG based Question Answering Models on Financial Documentscited by 49
  12. 2024Financial Report Chunking for Effective Retrieval Augmented Generationcited by 46
8 more
  1. 2024Financial Statement Analysis with Large Language Modelscited by 31
  2. 2023CHATREPORT: Democratizing Sustainability Disclosure Analysis through LLM-based Toolscited by 29
  3. 2024Can Large Language Models Beat Wall Street? Unveiling the Potential of AI in Stock Selectioncited by 29
  4. 2023Transforming Sentiment Analysis in the Financial Domain with ChatGPTcited by 25
  5. 2024XAI for All: Can Large Language Models Simplify Explainable AI?cited by 21
  6. 2024AI in Investment Analysis: LLMs for Equity Stock Ratingscited by 10
  7. 2023Vector database management systems: Fundamental concepts, use-cases, and current challengescited by 9
  8. 2024From Facts to Insights: A Study on the Generation and Evaluation of Analytical Reports for Deciphering Earnings Callscited by 6

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Cited by year (2026 to 14 Oct)

Citing papers per year: 2025: 9; 2026: 7.

16 papers.

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  1. 2025From LLM Reasoning to Autonomous AI Agents: A Comprehensive Reviewcited by 149
  2. 2025A Survey of LLM-Driven AI Agent Communication: Protocols, Security Risks, and Defense Countermeasurescited by 57
  3. 2025Can LLM-based Financial Investing Strategies Outperform the Market in Long Run?cited by 20
  4. 2025AlphaAgents: Large Language Model based Multi-Agents for Equity Portfolio Constructionscited by 16
  5. 2025VirtualXAI: A User-Centric Framework for Explainability Assessment Leveraging GPT-Generated Personascited by 5
  6. 2026FinRule-Bench: A Benchmark for Joint Reasoning over Financial Tables and Principlescited by 5
  7. 2025Bridging Industrial Expertise and XR with LLM-Powered Conversational Agentscited by 4
  8. 2025Integrating Large Language Models in Financial Investments and Market Analysis: A Surveycited by 4
  9. 2026SHARP: A Self-Evolving Human-Auditable Rubric Policy for Financial Trading Agentscited by 4
  10. 2025Towards Conversational AI for Human-Machine Collaborative MLOpscited by 1
  11. 2026Signal or Noise in Multi-Agent LLM-based Stock Recommendations?cited by 1
  12. 2025Market-Dependent Communication in Multi-Agent Alpha Generationcited by 0
4 more
  1. 2026An Organization-Scoped LLM Agent Runtime Architecture for Regulated Cybersecurity Operationscited by 0
  2. 2026Evaluating Investment Logic in Large Language Models: A Real-World Benchmark Towards Personalzied Financial Agentscited by 0
  3. 2026From Numbers to Judgment: Specialist LLM Agents and Reinforcement Learning for European Listed Real Estatecited by 0
  4. 2026SoK: Trading Agents or Market Crashers? Dissecting Robustness and Security Failures in Academic Financial LLM Trading Schemescited by 0

Similar, not cited

Close in wording, no citation either way

  1. 2025FinSphere, a Real-Time Stock Analysis Agent Powered by Instruction-Tuned LLMs and Domain Tools
  2. 2025FinAI Data Assistant: LLM-based Financial Database Query Processing with the OpenAI Function Calling API
  3. 2025StockBench: Can LLM Agents Trade Stocks Profitably In Real-world Markets?
  4. 2025Integrating Traditional Technical Analysis with AI: A Multi-Agent LLM-Based Approach to Stock Market Forecasting
  5. 2024Aligning LLMs with Human Instructions and Stock Market Feedback in Financial Sentiment Analysis
  6. 2025StockSim: A Dual-Mode Order-Level Simulator for Evaluating Multi-Agent LLMs in Financial Markets
  7. 2025Agent Trading Arena: A Study on Numerical Understanding in LLM-Based Agents
  8. 2024INVESTORBENCH: A Benchmark for Financial Decision-Making Tasks with LLM-based Agent