Finance Agent

Our Finance Green Agent evaluates financial research tasks performed by Agentic AI based on real world financial tasks using Edgar SEC search, Google search, and similar tools.

The green agent produces a time series forecasting problem for the purple agent to solve.

The Portfolio Evaluator assesses investment portfolios across three diverse financial goals simultaneously: retirement (30yr), house down payment (10yr), and college savings (15yr). For each scenario, it evaluates diversification, risk appropriateness, return likelihood, and time horizon alignment using LLM-as-judge methodology. The agent generates aggregate success scores and individual scenario breakdowns, revealing portfolio versatility - how well recommendations adapt to different financial needs.