Beyond Prompting: An Autonomous Framework for Systematic Factor Investing via Agentic AI

Fuente: arXiv
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Autori principali: Huang, Allen Yikuan, Fan, Zheqi
Natura: Preprint
Pubblicazione: 2026
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author Huang, Allen Yikuan
Fan, Zheqi
author_facet Huang, Allen Yikuan
Fan, Zheqi
contents This paper develops an autonomous framework for systematic factor investing via agentic AI. Rather than relying on sequential manual prompts, our approach operationalizes the model as a self-directed engine that endogenously formulates interpretable trading signals. To mitigate data snooping biases, this closed-loop system imposes strict empirical discipline through out-of-sample validation and economic rationale requirements. Applying this methodology to the U.S. equity market, we document that long-short portfolios formed on the simple linear combination of signals deliver an annualized Sharpe ratio of 3.11 and a return of 59.53%. Finally, our empirics demonstrate that self-evolving AI offers a scalable and interpretable paradigm.
format Preprint
id arxiv_https___arxiv_org_abs_2603_14288
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle Beyond Prompting: An Autonomous Framework for Systematic Factor Investing via Agentic AI
Huang, Allen Yikuan
Fan, Zheqi
Portfolio Management
General Finance
Pricing of Securities
This paper develops an autonomous framework for systematic factor investing via agentic AI. Rather than relying on sequential manual prompts, our approach operationalizes the model as a self-directed engine that endogenously formulates interpretable trading signals. To mitigate data snooping biases, this closed-loop system imposes strict empirical discipline through out-of-sample validation and economic rationale requirements. Applying this methodology to the U.S. equity market, we document that long-short portfolios formed on the simple linear combination of signals deliver an annualized Sharpe ratio of 3.11 and a return of 59.53%. Finally, our empirics demonstrate that self-evolving AI offers a scalable and interpretable paradigm.
title Beyond Prompting: An Autonomous Framework for Systematic Factor Investing via Agentic AI
topic Portfolio Management
General Finance
Pricing of Securities
url https://arxiv.org/abs/2603.14288