Can AI Agent Be the New Assistant to Robo-Advisers?

Yong HE, Yi YANG, Yan CHEN, Mingzhu HU

China Journal of Econometrics ›› 2025, Vol. 5 ›› Issue (3) : 818-841.

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China Journal of Econometrics ›› 2025, Vol. 5 ›› Issue (3) : 818-841. DOI: 10.12012/CJoE2024-0422

Can AI Agent Be the New Assistant to Robo-Advisers?

  • Yong HE1,2,*(Email), Yi YANG1(Email), Yan CHEN1(Email), Mingzhu HU1(Email)
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Abstract

The rise of large language models has injected fresh vigor into the development of Robo-advisors in China and promoted the innovation of financial technology. In this context, this paper constructs an AI agent based on the domestic generative language model framework, from sentiment analysis, market prediction, factor indicators and other dimensions, in-depth mining of alternative data and traditional financial data in stock trading signals, and then constructs the Chinese stock market investment and trading strategies. Empirical studies show that AI agent based on the domestic large models have the potential to perform quantitative analysis, and that the investment returns under the combined multiple dimensions will be significantly better than the results of a single dimension. This suggests that by utilizing powerful natural language processing capabilities and data analysis capabilities, the application of domestic large models in Robo-advisors is promising, providing new ideas and methods for the continuous development of quantitative investment. With the evolution of technology, the future AI agent will be able to understand market dynamics and investor needs more deeply, thus providing more targeted support for investment decisions, enhancing overall investment returns and creating more value.

Key words

AI agent / large language models / Robo-advisors / multimodal data

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Yong HE, Yi YANG, Yan CHEN, Mingzhu HU. Can AI Agent Be the New Assistant to Robo-Advisers?. China Journal of Econometrics, 2025, 5(3): 818-841 https://doi.org/10.12012/CJoE2024-0422

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Funding

National Natural Science Foundation of China (12171282)

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