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arXiv · 2610.03174

FinNextAssist: Towards Professional Financial Deep Research Assistant

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.

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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. 2026-10-02. FinNextAssist: Towards Professional Financial Deep Research Assistant. https://arxiv.org/abs/2610.03174

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