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BuySideFlow: A Point-in-Time Benchmark for LLM Agents in Investment Research

arXiv AI · WORLD · AI · 11/11/2026, 12:00:00 AM

arXiv:2611.12966v1 Announce Type: new Abstract: Large language models (LLMs) can generate SQL and SQL--Python workflows for investment research, but ensuring point-in-time (PIT) validity remains challenging. Agents must enforce disclosure cutoffs and select the appropriate historical states and record versions throughout data retrieval and financial analysis. We introduce \textsc{BuySideFlow}, a benchmark of 408 practitioner-derived Chinese-language tasks spanning equities, funds, fixed income, and macroeconomics over a fixed snapshot from a licensed production financial database. We provide executable references and a taxonomy of temporal errors, pairing result checks with expert audits of executed workflows. We evaluate nine agent configurations on all tasks, with result accuracy ranging from 16.2\% to 36.8\%. An audit of 900 runs on 100 shared tasks confirms PIT violations in 193 of the 380 runs that pass result checks (50.8\%), showing that output agreement alone does not establish temporal validity.

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