Finance AI benchmark directory
Every finance-AI benchmark we track, with links to the originals. Rows marked Moneda Bench are Moneda's own. Spot something wrong? Send a correction.
Updated 1 Nov 2026
47 benchmarks
| AA-AnalystAgent | Spreadsheets and accounting | Artificial Analysis | Not stated | none (only the example tasks shown on the page) | Not stated | Not stated | Not stated |
|---|---|---|---|---|---|---|---|
| AccountingBench | Spreadsheets and accounting | Penrose | 2025 | none (write-up, sample agent transcripts and metric charts only) | Not stated | none | Not stated |
| Advanced Financial Reasoning at Scale (CFA Level III evaluation) | Finance knowledge | GoodFin, NYU and Rochester Institute of Technology authors (Shetty et al.) | 2025 | none (paywalled AnalystPrep mock material) | Not stated | none | No |
| Agent Market Arena (AMA) | Trading and portfolios | The Fin AI, with Stevens Institute of Technology, Columbia, Harvard, University of Manchester, Université de Montréal, University of Florida, Georgia Tech, PAAL AI, DeepKin | 2025 | Live dashboard only; no code or dataset release linked | Not stated | maker-only | Not stated |
| AI-Trader | Trading and portfolios | The University of Hong Kong (HKUDS) | 2025 | Code and evaluation data on GitHub; live platform at ai4trade.ai | MIT (code, per README badge) | open | Yes |
| Alpha Arena | Trading and portfolios | Nof1 | Not stated | Not stated | Not stated | Not stated | Not stated |
| APEX-Accounting | Spreadsheets and accounting | Mercor, in partnership with Ramp | 2026 | One open world of 10 tasks (prompts, rubrics, files) on Hugging Face; the full task set stays private | Not stated | via-maker | Not stated |
| BizFinBench | Finance knowledge | HiThink Research | 2025 | All 6,781 questions on Hugging Face (test split per subset) | CC-BY-NC-4.0 (data, research use only); Apache-2.0 (code) | maker-only | No |
| BlueFin | Spreadsheets and accounting | Longitude Labs Inc., Carnegie Mellon University, Cornell University | 2026 | 11 public tasks; 120 held out for the main evaluation | CC-BY-NC-4.0 (public data, HF); paper CC BY-NC-SA 4.0 | none | Not stated |
| CAIA (Crypto AI Agent Benchmark) | Live market data | Surf AI / Cybertino Lab and Princeton University | 2025 | All 178 questions (benchmark.csv on GitHub; dataset on Hugging Face). The release uses anonymized mock tools. | CC-BY-4.0 (data); Apache-2.0 (code) | Not stated | Not stated |
| ClaimBench | Verifiability | Vals AI | Not stated | 10 public examples | Not stated | Not stated | Not stated |
| CorpFin v2 | Filings Q&A | Vals AI | Not stated | 20 questions from 1 document, available on request | proprietary | none | Not stated |
| Deep FinResearch Bench | Analyst research | AI Research, JPMorganChase | 2026 | none (the paper links no data or code; the professional reports came from a paid Yahoo Finance subscription) | Not stated | none | Yes |
| Excel Modeling Benchmark (EMB) | Spreadsheets and accounting | Vals AI | Not stated | 1 task | proprietary | Not stated | Not stated |
| FAITH | Verifiability | Asian Institute of Digital Finance, National University of Singapore | 2025 | Pilot and main splits plus eval code on GitHub | Apache-2.0 (GitHub repo, which says it holds code and data). The paper footnote says CC BY-NC-SA. | none | No |
| Finance Agent Benchmark | Analyst research | Vals AI | 2025 | 27 public questions plus the agent harness in the GitHub repo. The v1 paper released 50 public validation questions (CC BY 4.0). | MIT (code, finance-agent-v2 repo). The v1 paper lists CC BY 4.0 for the public data and MIT for the code. | Not stated | Not stated |
| FinanceBench | Filings Q&A | Patronus AI, with Contextual AI and Stanford University | 2023 | 150 annotated questions, with source PDFs and the paper's human-graded model outputs. The full set is available on request from Patronus AI. | CC-BY-NC-4.0 (data, per Hugging Face card) | via-maker | Not stated |
| FinanceQA | Filings Q&A | AfterQuery | 2025 | 148-row test split on Hugging Face | Apache-2.0 (data) | none | Not stated |
| FinBen | Finance knowledge | The Fin AI (Qianqian Xie, Jimin Huang et al., 34 authors) | 2024 | Datasets, code and results through the PIXIU repo and Hugging Face. Each dataset keeps its own licence. | MIT (code); data licences vary per dataset (MIT, CC BY 4.0, CC BY-NC 4.0, CC BY-SA 3.0, CC BY-NC-SA 4.0) | Not stated | No |
| Finch: Finance & Accounting Cowork Benchmark | Spreadsheets and accounting | Haoyu Dong et al. (UCAS/Microsoft, South China University of Technology, Zhongguancun Academy, Harvest Fund, Fudan University, Duke University, Hugging Face) | 2025 | Full set of 172 workflows published on Hugging Face (single 'test' split) | CC-BY-3.0 (data, per HF tag; paper Appendix E says CC BY 3.0 US) | none | Yes |
| FinDeepResearch | Analyst research | National University of Singapore, 6Estates, Asian Institute of Digital Finance, Hefei University of Technology, USTC (OpenFinArena) | 2025 | Full set public on Hugging Face, including analytical-structure templates and expert-annotated reference reports | Apache-2.0 (data, HF); paper CC BY 4.0 | open | Yes |
| FinLFQA | Verifiability | New York University; Yale University; NYU Shanghai | 2025 | Dev and test splits on Hugging Face, plus code on GitHub. The paper says test answers are kept private, which was not checked against the HF files. | MIT (Hugging Face dataset card). The GitHub repo declares no licence. | Not stated | No |
| FinResearchBench | Analyst research | Stepfun; FinStep | 2025 | none (no data or code linked) | Not stated | none | Yes |
| FinSafetyBench | Advice and safety | Shanghai University of Finance and Economics; Beihang University; Southern University of Science and Technology | 2026 | Instructions only (data/FinsafetyBenchmark.csv) plus judge.py on GitHub, for research use | Not stated | none | No |
| FinSearchComp | Live market data | ByteDance Seed (Columbia Business School listed as advisor) | 2025 | The paper calls it fully open-source and the dataset is on Hugging Face. The paper does not state a held-out split. | CC-BY-4.0 (data, per Hugging Face card) | Not stated | Yes |
| FinTrust | Advice and safety | NYU Shanghai; National University of Singapore; Yale University; NYU Center for Data Science | 2025 | Full dataset on Hugging Face. The GitHub repo has per-dimension scripts and 100-case samples. | MIT (Hugging Face dataset card). The GitHub repo declares no licence. | none | No |
| FrontierFinance | Analyst research | Samaya AI | 2026 | All 220 queries and rubrics, on Hugging Face (gated with automatic approval; you agree not to reshare) | CC-BY-4.0 (data); Apache-2.0 (grader code) | Not stated | Yes |
| InvestorBench | Trading and portfolios | Stevens Institute of Technology; The Fin AI; Columbia University; Harvard University | 2024 | Paper says datasets and environments are open source; no repository URL found on any fetched primary page | MIT (data, per paper's ethics statement) | none | Not stated |
| IPO Finance Agent | Filings Q&A | Mostapha Benhenda | 2026 | 70 questions on the SpaceX (SPCX) S-1. The rest, on further S-1s across sectors, are private. | MIT (code, per GitHub repo) | Not stated | Not stated |
| K-FinHallu | Verifiability | KAIST AI; Financial Tech Lab, KakaoBank Corp. | 2026 | The paper says the benchmark is released, but no repository or dataset URL was found | CC-BY-NC-4.0 (stated in the paper; no release link found) | none | No |
| KTD-Fin | Trading and portfolios | Stepfun; Tsinghua University (with FinStep, Shanghai Jiao Tong University, Adelaide University) | 2026 | none found (paper says it is released as a template, but gives no URL) | Not stated | none | Not stated |
| LiveTradeBench | Trading and portfolios | University of Illinois Urbana-Champaign (U Lab) | 2025 | Code and PyPI package; live site | PolyForm Noncommercial 1.0.0 (code); separate commercial licence | maker-only | Not stated |
| Market-Bench | Trading and portfolios | AfterQuery | 2025 | Not stated | Not stated | Not stated | Not stated |
| Moneda AdviceBench | Advice and safety | Moneda | 2026 | Yes, about a third held back as a private split | Items CC BY 4.0, harness MIT | Open harness at release | Yes |
| Moneda CiteBench | Verifiability | Moneda | 2026 | Yes, companies rotate each release | Items CC BY 4.0, harness MIT | Open harness at release | Yes |
| Moneda GroundBench | Live market data | Moneda | 2026 | Yes, about a third held back as a private split | Items CC BY 4.0, harness MIT | Open harness at release | Yes |
| Moneda KnowledgeBench | Finance knowledge | Moneda | 2026 | Yes, about a third held back, plus a randomised-answer twin to detect training on the public file | Items CC BY 4.0, harness MIT | Open harness at release | No |
| Moneda MarketBench | Live market data | Moneda | 2026 | Yes, about a third held back as a private split | Items CC BY 4.0, harness MIT | Open harness at release | Yes |
| Moneda PortfolioBench | Trading and portfolios | Moneda | 2026 | Yes; forecasts resolve after they are asked, so there is nothing to memorise | Items CC BY 4.0, harness MIT | Open harness at release | No |
| Open FinLLM Leaderboard | Finance knowledge | FinAI / SecureFinAI Lab (Columbia) with the Linux Foundation, FINOS and Hugging Face | 2025 | Scores (scores.json) and the Space source are public. Datasets are on Hugging Face under their own cards. | Apache-2.0 (Space code); the paper says the project follows the OpenMDW License | via-maker | No |
| PolyBench | Trading and portfolios | Sichuan University | 2026 | Pipeline code on GitHub; dataset via a OneDrive link in the README | Not stated | none | Not stated |
| PortBench | Trading and portfolios | AgenticFinLab; The Hong Kong University of Science and Technology (Guangzhou); Yantai Research Institute of Harbin Engineering University | 2026 | Code on GitHub; dataset as a Hugging Face collection; raw experimental results as a Hugging Face dataset | Apache-2.0 (code); MIT (PortBench-RawData results dataset on HF) | none | Not stated |
| PRBench Finance | Advice and safety | Scale AI | 2025 | All tasks and rubrics on Hugging Face (not gated) | CC-BY-4.0 (data) | Not stated | Not stated |
| Reasoning Models Ace the CFA Exams (CFA mock-exam evaluation) | Finance knowledge | SecureFinAI Lab, Columbia University (with RPI and UNC Chapel Hill) | 2025 | none (official CFA Institute practice packs and paywalled AnalystPrep mocks) | Not stated | none | No |
| StockBench | Trading and portfolios | Tsinghua University; Beijing University of Posts and Telecommunications | 2025 | Code on GitHub; results on the project page | Apache-2.0 (code); paper says academic, non-commercial research use only | maker-only | Not stated |
| Tax Agent Bench | Finance knowledge | Vals AI | Not stated | A public split exists (it includes example P-004), but its size is not stated | proprietary | Not stated | Not stated |
| Vals Finance Index | Analyst research | Vals AI | 2026 | none (inherits the public samples of its components) | Not stated | Not stated | Not stated |