Author

Xinying Cai

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Preprint Aug 2026

OpenPM: Auditable Point-in-Time Evaluation for LLM Portfolio-Management Agents

This work presents OpenPM, an auditable point-in-time evaluation framework for LLM portfolio-management agents, and builds a reference agent named the tiered allocator, where typed analysts score candidates, a constructor LLM proposes weights, and a deterministic critic guarantees feasibility.

Xinying Cai, Ming-Hao Guo, Jiahe Liu et al. · 0 citations