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arXiv research

A locally-built, LLM-digested index of recent arXiv papers in quant finance, geometry/topology, and statistical ML — keyword search served straight from SQLite on this machine.

168,695 papers · 148 categories

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316192122 · May 202619922001200920172026
48 results for LLM Reasoning

Auto-CEI improves LLM reasoning by balancing assertiveness and conservativeness.

problem Hallucinations and laziness in LLM reasoning tasks.
method Expert Iteration explores reasoning trajectories, guiding incorrect paths back on track and promoting appropriate 'I don't know' responses.
result Auto-CEI achieves superior alignment in logical reasoning, mathematics, and planning tasks.

FinTradeBench benchmarks LLMs for financial reasoning combining company fundamentals and market signals.

problem Challenges in evaluating financial reasoning models for LLMs.
method Developed a benchmark integrating company fundamentals and trading signals, using a calibration-then-scaling framework.
result Clear performance gap between LLMs, retrieval improves reasoning over textual fundamentals but not trading signals.

LaTRO optimizes latent reasoning in LLMs without external reward.

problem Training LLMs to perform complex reasoning tasks.
method Formulates reasoning as latent distribution sampling and optimizes via variational approaches.
result LLMs improve reasoning and evaluation quality through self-improvement.

Early stopping methods reduce unnecessary reasoning steps in LLMs by monitoring uncertainty signals.

problem LLMs sometimes generate unnecessary reasoning steps, especially under uncertainty.
method Statistically principled early stopping methods that monitor uncertainty signals during generation.
result Uncertainty-aware early stopping improves efficiency and reliability in LLM reasoning, especially in math reasoning.

CoT-UQ improves LLM uncertainty quantification by integrating reasoning steps.

problem LLMs' overconfidence and lack of response-wise uncertainty quantification.
method Integrates LLMs' reasoning steps into uncertainty estimation.
result Significantly improves uncertainty quantification accuracy (5.9% AUROC improvement).

ChatGPT improves financial reasoning, overcoming biases in gold investment.

problem Improving financial reasoning and overcoming biases in investment decisions.
method Applied advanced prompt engineering and semantic news information to enhance LLMs' performance.
result ChatGPT with CoT prompt provides more explainable predictions and higher investment returns.

RACER optimizes LLM-as-judge accuracy with dynamic reasoning selection.

problem Balancing reasoning accuracy with computational cost in LLM-as-judge settings.
method Formulates routing as a constrained distributionally robust optimization problem, accounting for distribution shift via KL-divergence uncertainty set.
result RACER achieves superior accuracy-cost trade-offs under distribution shift.

LLMs struggle with financial reasoning but can outperform the market with human oversight.

problem Financial reasoning failures in LLM-generated stock market predictions.
method Evaluated four LLMs using three prompting strategies and compared to human oversight.
result LLMs require human oversight to fully realize their potential in financial markets.

G1 uses RL to enhance LLMs' graph reasoning, improving performance on diverse tasks.

problem Limited graph reasoning abilities of LLMs, especially in synthetic graph-theoretic tasks.
method Curated synthetic graph dataset, RL training on LLMs.
result Significant improvements in graph reasoning, zero-shot generalization to unseen tasks.

Paper uses LLMs for financial forecasting, overcoming sequence reasoning and multi-modal challenges.

problem Challenges in financial time series forecasting, especially cross-sequence reasoning and multi-modal signals.
method Combines LLMs with financial data and news, using zero-shot/few-shot inference and instruction-based fine-tuning.
result LLMs can offer explainable financial forecasts, leveraging cross-sequence reasoning and multi-modal information.

Dynamic abstention improves LLM accuracy by selectively terminating unpromising reasoning.

problem LLMs waste compute on incorrect responses, leading to inefficiency.
method Formal reinforcement learning framework with abstention reward parameter.
result Dynamic abstention outperforms natural baselines in selective accuracy.

FinMaster benchmarks LLMs in financial tasks, revealing gaps in reasoning.

problem Challenges in financial tasks, including labor-intensive processes and low error tolerance.
method Developed a comprehensive financial benchmark (FinMaster) with three modules: FinSim, FinSuite, and FinEval.
result LLMs struggle with complex financial reasoning, showing significant accuracy drops.

Thinking LLMs struggle with stock prediction, especially as data complexity increases.

problem Evaluating the performance of 'thinking' LLMs in stock prediction, especially under varying levels of cross-sectional complexity.
method Rolling 48m/1m walk-forward evaluation, comparing direct LLMs, TLLMs, and classical learners on cross-sectional ranking loss, MSE, and backtests with transaction costs.
result TLLMs' ranking quality deteriorates as cross-sectional complexity grows, while direct LLMs remain stable.

Alpha-R1 uses LLMs to reason about economic factors and news for better alpha screening.

problem Challenges in data-driven investment strategies due to signal decay and regime shifts.
method Reinforcement learning trained on 8B parameters to evaluate alpha relevance under changing market conditions.
result Empirically outperforms benchmark strategies and shows improved robustness to alpha decay.

New method uses model comparison signals to improve LLM evaluation accuracy.

problem Limited benchmark sizes and model stochasticity in evaluating LLMs' mathematical reasoning.
method Combines standard labeled outcomes with model comparison signals to design a statistically efficient evaluation framework.
result Semiparametric estimator achieves the semiparametric efficiency bound and substantially improves ranking accuracy.

Theoretical work shows integrating coherent reasoning improves LLM performance and error correction.

problem Improving reasoning and error correction in large language models (LLMs) with few-shot prompting.
method Theoretical analysis and sensitivity experiments on transformer behavior with coherent reasoning and corrupted demonstrations.
result The transformer gains better error correction ability and more accurate predictions when coherent reasoning is integrated.

This paper evaluates LLMs on large graph property estimation tasks.

problem Limited context length of LLMs limits their evaluation on large graphs.
method Developed EstGraph dataset and introduced four tasks for LLMs to estimate large graph properties.
result LLMs perform better on graph property estimation tasks when provided with context-rich prompts based on random walks.

The paper optimizes LLM accuracy by stopping early based on consistent answers.

problem Improving LLM accuracy in math and reasoning problems.
method Bayesian stopping policy to save on sampling costs, tracking only the L-1 most frequent answer counts.
result The L=3 stopping policy is sufficient for asymptotic optimality and significantly reduces inference costs.

Bayesian RL enhances LLMs to reflectively explore and correct errors.

problem LLMs trained via RL lack reflective behaviors like rethinking and error correction.
method Bayesian RL framework that optimizes expected return under posterior distribution over Markov decision processes.
result BARL algorithm improves LLM performance in reasoning tasks.

Benchmark assesses LLMs' causal inference skills, revealing significant limitations.

problem Lack of rigorous evaluation of LLMs' causal inference capabilities.
method CausalPitfalls benchmark with structured challenges and grading rubrics.
result Significant limitations in current LLMs' statistical causal inference.

Fractured Sampling improves LLM reasoning efficiency by truncating CoT trajectories.

problem Efficiently scaling reasoning in large language models with limited tokens.
method Integrating truncated Chain-of-Thought (CoT) with Fractured Sampling across multiple dimensions.
result Fractured Sampling achieves superior accuracy-cost trade-offs compared to full CoT.

FinHEAR combines LLMs with human expertise for better financial decision-making.

problem Challenges in financial decision-making for language models.
method Multi-agent framework with specialized LLMs for historical analysis, event interpretation, and expert retrieval.
result FinHEAR outperforms baselines in financial tasks with higher accuracy and risk-adjusted returns.

This work investigates how multi-round reasoning improves LLM performance.

problem Improving problem-solving abilities in complex tasks with LLMs.
method Investigates approximation, learnability, and generalization properties of multi-round auto-regressive models.
result Transformers with finite context windows are universal approximators for Turing-computable functions and can approximate any Turing-computable sequence-to-sequence function through multi-round reasoning.

This study explains RL training dynamics in LLMs, focusing on token-level optimization and reasoning pattern reshaping.

problem Understanding the training dynamics of RL in LLMs to improve their reasoning capabilities.
method Empirical analysis and theoretical modeling of RL training process, focusing on reasoning patterns and token optimization.
result RL primarily optimizes a sparse subset of critical tokens, reshaping reasoning pattern distributions and affecting model performance.

Paper examines LLM capability benchmarks through construct validity, favoring nomological account.

problem Linking theoretical capabilities to empirical measurements in LLMs.
method Contrasts three frameworks: nomological, inferential, and causal.
result Nomological account provides best foundation for LLM research.

LLMs detect market patterns through causal reasoning, not just temporal association.

problem Detecting structural market patterns in financial data.
method Obfuscation testing using the WHO-WHOM-WHAT framework.
result LLMs achieve 71.5% detection rate of market patterns without temporal context.

Benchmark evaluates LLM trading agents by masking identifiers to prevent memory leaks.

problem Evaluate LLM trading agents without relying on market memory or noise.
method Data-side masking protocol, Barra-style performance attribution framework.
result LLM agents' returns are largely explained by market and style exposure, not stock selection.

Benchmark tests LLMs on discovering physics laws in unconventional worlds.

problem Difficulties in distinguishing genuine reasoning from recall in LLMs across physics evaluations.
method Interactive benchmark with 22 worlds governed by various unconventional physics laws, requiring agents to design experiments and revise hypotheses.
result Strongest agents fail on worlds requiring latent structure discovery, highlighting limitations in long-term reasoning.

AER dynamically adjusts entropy regularization for better LLM reinforcement learning.

problem Policy entropy collapse in RLVR training limits exploration and reasoning performance.
method Adaptive Entropy Regularization (AER) with difficulty-aware coefficient allocation, initial-anchored target entropy, and dynamic global coefficient adjustment.
result AER consistently outperforms baselines on mathematical reasoning benchmarks, improving both accuracy and exploration.

SFPO optimizes LLM reasoning by repositioning before updating, improving stability and efficiency.

problem Noisy gradients from low-quality rollouts cause instability and inefficient exploration in on-policy RL algorithms.
method Decomposes each step into three stages: a short fast trajectory, repositioning, and slow correction, preserving the objective and rollout process unchanged.
result SFPO consistently improves stability, reduces rollouts, and accelerates convergence, outperforming GRPO on math reasoning benchmarks.

LaRT models LLMs' response accuracy and CoT length to evaluate reasoning ability and speed.

problem Valid evaluation of Large Language Models (LLMs) via response accuracy and chain-of-thought length.
method Introduces Latency-Response Theory (LaRT) to jointly model response accuracy and CoT length using latent ability and latent speed.
result LaRT yields higher estimation accuracy and shorter confidence intervals for latent traits compared to IRT.