# Fin-Analyst at FinMMEval 2026 Task 3: A Live Hybrid Trading Agent with LLM Specialists and Rule-Based Signals

arXiv: https://arxiv.org/abs/2607.12233 · HTML: https://mlsanity.com/paper/2607.12233/

## Key facts

- Cited by 1 papers in the map (data through 14 Oct 2026).
- Builds on 10 of its 31 references that are in the map.
- First posted on arXiv 14 Jul 2026.

## Builds on (most cited first, 10 of 10)

- [Chain-of-Thought Prompting Elicits Reasoning in Large Language Models](https://mlsanity.com/paper/2201.11903/) (2022)
- [Reflexion: Language Agents with Verbal Reinforcement Learning](https://mlsanity.com/paper/2303.11366/) (2023)
- [Toolformer: Language Models Can Teach Themselves to Use Tools](https://mlsanity.com/paper/2302.04761/) (2023)
- [Generative Agents: Interactive Simulacra of Human Behavior](https://mlsanity.com/paper/2304.03442/) (2023)
- [Improving Factuality and Reasoning in Language Models through Multiagent Debate](https://mlsanity.com/paper/2305.14325/) (2023)
- [Can ChatGPT Forecast Stock Price Movements? Return Predictability and Large Language Models](https://mlsanity.com/paper/2304.07619/) (2023)
- [FinCon: A Synthesized LLM Multi-Agent System with Conceptual Verbal Reinforcement for Enhanced Financial Decision Making](https://mlsanity.com/paper/2407.06567/) (2024)
- [Learning to Generate Explainable Stock Predictions using Self-Reflective Large Language Models](https://mlsanity.com/paper/2402.03659/) (2024)
- [Can LLM-based Financial Investing Strategies Outperform the Market in Long Run?](https://mlsanity.com/paper/2505.07078/) (2025)
- [Are Generative AI Agents Effective Personalized Financial Advisors?](https://mlsanity.com/paper/2504.05862/) (2025)

## Built on by (most cited first, 1 of 1)

- [Fin_Agent at FinEval 2026: Task-Aware Methods for Multilingual Financial NLP](https://mlsanity.com/paper/2610.14101/) (2026)

## Abstract (arXiv)

Large language model (LLM) trading agents show promising performance in equity markets, yet remain narrowly focused on US equities with little evidence from live deployment. We present Fin-Analyst, a hybrid agent for FinMMEval 2026 Task 3: an eight-specialist LLM pipeline over news, SEC filings, fundamentals, analyst forecasts, technical indicators, and social sentiment, aggregated by a Meta-Agent for Tesla (TSLA), and a lightweight rule based three-signal vote for Bitcoin (BTC). On the final official leaderboard (accessed 2026-07-05), Fin-Analyst ranks first of all agents on TSLA with a +13.51% return, +28.33 points over Buy-and-Hold (Sharpe 4.10, 88% win rate), while the BTC vote ends flat yet well above a sharply falling baseline. Relative to the interim performance, the asset ranking reversed, indicating that short live windows yield volatility-sensitive rankings. Ablation identifies event-driven 8-K disclosures as the most influential TSLA signal. Error analysis shows that the memoryless agents repeat wrong calls for days at a time, and that the fixed-threshold BTC rules lost money by trading on noise in a sideways market while the LLM pipeline gained under similar conditions, motivating a memory-aware, LLM-based successor for both assets.
