QuantMind: A Context-Engineering Based Knowledge Framework for Quantitative Finance

Fuente: arXiv
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Main Authors: Wang, Haoxue, Wen, Keli, Li, Yuante, Qu, Qiancheng, Mu, Xiangxu, Shen, Xinjie, Gao, Jiaqi, Chang, Chenyang, Xie, Chuhan, Cheung, San Yu, Hu, Zhuoyuan, Wang, Xinyu, Bi, Sirui, Du, Bi'an
Format: Preprint
Published: 2025
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author Wang, Haoxue
Wen, Keli
Li, Yuante
Qu, Qiancheng
Mu, Xiangxu
Shen, Xinjie
Gao, Jiaqi
Chang, Chenyang
Xie, Chuhan
Cheung, San Yu
Hu, Zhuoyuan
Wang, Xinyu
Bi, Sirui
Du, Bi'an
author_facet Wang, Haoxue
Wen, Keli
Li, Yuante
Qu, Qiancheng
Mu, Xiangxu
Shen, Xinjie
Gao, Jiaqi
Chang, Chenyang
Xie, Chuhan
Cheung, San Yu
Hu, Zhuoyuan
Wang, Xinyu
Bi, Sirui
Du, Bi'an
contents Quantitative research increasingly relies on unstructured financial content such as filings, earnings calls, and research notes, yet existing LLM and RAG pipelines struggle with point-in-time correctness, evidence attribution, and integration into research workflows. To tackle this, We present QuantMind, an intelligent knowledge extraction and retrieval framework tailored to quantitative finance. QuantMind adopts a two-stage architecture: (i) a knowledge extraction stage that transforms heterogeneous documents into structured knowledge through multi-modal parsing of text, tables, and formulas, adaptive summarization for scalability, and domain-specific tagging for fine-grained indexing; and (ii) an intelligent retrieval stage that integrates semantic search with flexible strategies, multi-hop reasoning across sources, and knowledge-aware generation for auditable outputs. A controlled user study demonstrates that QuantMind improves both factual accuracy and user experience compared to unaided reading and generic AI assistance, underscoring the value of structured, domain-specific context engineering for finance.
format Preprint
id arxiv_https___arxiv_org_abs_2509_21507
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle QuantMind: A Context-Engineering Based Knowledge Framework for Quantitative Finance
Wang, Haoxue
Wen, Keli
Li, Yuante
Qu, Qiancheng
Mu, Xiangxu
Shen, Xinjie
Gao, Jiaqi
Chang, Chenyang
Xie, Chuhan
Cheung, San Yu
Hu, Zhuoyuan
Wang, Xinyu
Bi, Sirui
Du, Bi'an
Computational Engineering, Finance, and Science
Quantitative research increasingly relies on unstructured financial content such as filings, earnings calls, and research notes, yet existing LLM and RAG pipelines struggle with point-in-time correctness, evidence attribution, and integration into research workflows. To tackle this, We present QuantMind, an intelligent knowledge extraction and retrieval framework tailored to quantitative finance. QuantMind adopts a two-stage architecture: (i) a knowledge extraction stage that transforms heterogeneous documents into structured knowledge through multi-modal parsing of text, tables, and formulas, adaptive summarization for scalability, and domain-specific tagging for fine-grained indexing; and (ii) an intelligent retrieval stage that integrates semantic search with flexible strategies, multi-hop reasoning across sources, and knowledge-aware generation for auditable outputs. A controlled user study demonstrates that QuantMind improves both factual accuracy and user experience compared to unaided reading and generic AI assistance, underscoring the value of structured, domain-specific context engineering for finance.
title QuantMind: A Context-Engineering Based Knowledge Framework for Quantitative Finance
topic Computational Engineering, Finance, and Science
url https://arxiv.org/abs/2509.21507