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Preprint Aug 2026

FinPerMA: A Theory-Informed, Event-Grounded Personalized-Memory Benchmark for LLM Agents

FinPerMA is introduced, an event-grounded benchmark that evaluates personalized memory against frozen longitudinal investor trajectories and shows that summary-based memory often preserves factual details while losing the preference signals needed for personalization; simple retrieval can therefore outperform purpose-b...

Ben Wang, Kang Zhou, Li-Fan Guo et al. · 1 citation

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