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FinNextAssist: Towards Professional Financial Deep Research Assistant

Author

Listed:
  • Xiangyu Li
  • Fengbin Zhu
  • Xuan Yao
  • Siyu Liu
  • Xiaoluan Liu
  • Chao Wang
  • Huanbo Luan
  • Xiaofen Xing
  • Xiangmin Xu
  • Ke-Wei Huang
  • Richang Hong
  • Tat-Seng Chua

Abstract

Deep Research (DR) agents have demonstrated strong capabilities in complex, research-oriented tasks through autonomous planning, iterative retrieval, multi-step reasoning, and structured reporting. However, adapting DR agents to finance introduces unique challenges: financial analysis demands the joint completion of heterogeneous sub-tasks spanning diverse data types, tools, and analytical workflows. We identify three key requirements for a professional financial DR agent: integration of authoritative, heterogeneous financial data sources; specialized analytical tools and skills; and dedicated sub-agents for domain-specific sub-tasks. Building on these principles, we propose FinNextAssist, an end-to-end deep research framework designed for professional financial analysis. FinNextAssist decomposes the research process into four stages: Task Planner, Evidence Compiler, Reasoning Engine, and Report Assembler, and introduces two novel lightweight sub-agents: TabAgent, for cross-market financial table understanding, and HeteroAgent, for cross-modality heterogeneous financial data interpretation. Extensive experiments on FinDeepResearch, the Finance Agent Benchmark, and FinTMMBench-Web show that FinNextAssist substantially outperforms both strong proprietary and open-source DR agents, with ablation studies confirming the contribution of each component across diverse markets and languages.

Suggested Citation

  • Xiangyu Li & Fengbin Zhu & Xuan Yao & Siyu Liu & Xiaoluan Liu & Chao Wang & Huanbo Luan & Xiaofen Xing & Xiangmin Xu & Ke-Wei Huang & Richang Hong & Tat-Seng Chua, 2026. "FinNextAssist: Towards Professional Financial Deep Research Assistant," Papers 2610.03174, arXiv.org.
  • Handle: RePEc:arx:papers:2610.03174
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