Awesome Finance Agents
Open-source LLM agents for finance, organized by job: research, trading, operations, risk & compliance, personal finance, evaluation, and backtesting.
Contents
| # | Chapter | Core question | Entries |
|---|---|---|---|
| 1 | Data and Tools | How does the agent get trustworthy, timestamped market and filing data? | 47 |
| 2 | Investment Research | How does it turn filings and news into source-backed memos? | 28 |
| 3 | Multi-Agent Decisions | How do specialized agents debate and hand off a decision? | 18 |
| 4 | Trading and Portfolio | How does a signal become a sized, risk-checked order? | 29 |
| 5 | Quant Automation | How do agents mine factors and iterate strategies? | 22 |
| 6 | Accounting | How do agents bookkeep, reconcile, and report without rewriting history? | 15 |
| 7 | Risk and Compliance | How are AML/KYC, DD, and irreversible actions gated? | 9 |
| 8 | Personal Finance | How do local-first apps expose budgets and accounts to agents? | 15 |
| 9 | Evaluation and Arenas | How do we measure research, decisions, safety, and live skill? | 29 |
| 10 | Backtest and Leakage | How do we keep market-time correctness under agent loops? | 9 |
| Appendix | Models, surveys, and neighboring lists that are useful context but not always "agents" themselves. | 24 |
About this list
This list is organized by financial function. Trading is one chapter; for a deeper trading-only catalog, see LLMQuant/awesome-trading-agents in the Appendix. It also covers accounting, compliance, evaluation, and backtesting/replay.
Each chapter answers: what problem it solves, which open-source projects to study, and one pitfall tip. Star counts are omitted so they do not go stale. CN marks China A-share / Chinese-language projects; other flags mark region-specific data sources (for example 🇹🇷, 🇰🇷). sim / live / paper mark paper trading, live trading, or paper-code when known.
How to Use This List
Building a research agent. Start with chapters 1 → 2 → 9.
Building a trading agent. Read 1 → 3/4 → 10 → 9, then use the trading-only list linked in the Appendix for more depth.
Ops / compliance / personal finance. Start with chapters 6, 7, and 8.
Interview or design review. Use each chapter's pitfall tip as a failure-mode checklist.
This is a shortlist, not a catalog. Links were checked when added; CI runs awesome-lint and a weekly link checker.