Vals AI, 2025
Finance Agent Benchmark
Checks whether a tool-using agent can do entry-level financial analyst research, such as answering hard questions from public company filings. Question types include quantitative and qualitative analysis, comparables, adjustments, earnings, disclosures and modelling.
Best reported
67.8
Claude Opus 5.5Anthropic
Partial Credit accuracy % (v2.1)
Official board, 29 Oct 2026
About this benchmark
- Size
- v2.1: 926 questions (27 public, 450 private validation, 449 test). v1 paper: 537 questions.
- Public split
- 27 public questions plus the agent harness in the GitHub repo. The v1 paper released 50 public validation questions (CC BY 4.0).
- Grading
- Each question has weighted rubric checks, some marked as dealbreakers. A missed dealbreaker scores the question zero. Headline metric is Partial Credit; All-Pass is the secondary. A three-model LLM jury grades (GPT-6.1 Sol, Gemini 3.8 Flash, Claude Sonnet 5.5). Two-hour limit per task.
- Licence
- MIT (code, finance-agent-v2 repo). The v1 paper lists CC BY 4.0 for the public data and MIT for the code.
- Submission
- Not stated
- Products allowed
- Not stated
- Latest version
- v2.1
- What it does not cover
- Does not test trading, portfolio decisions, advice suitability or spreadsheet model building.
Results
10 modelsVersions are not comparable. Vals publishes Finance Agent v1.1 and v2.1 as separate leaderboards on different question sets. Scores from different versions are not comparable, so each version is its own board here; this page shows v2.1.
Each score shows who reported it: the benchmark's authors (quoted from their paper), the benchmark's official board, or Moneda (run with the benchmark's own grader and rules). We do not copy other aggregators.
Best value: DeepSeek V4.1 Flash, 65.4 at $0.370 per question (cheapest within 5% of the top score)
Finance Agent Benchmark: score vs cost
Score against cost per test. Up and to the left is better.
Updated 29 Oct 2026
Finance Agent Benchmark v2.1
Partial Credit accuracy % (v2.1), higher is better. 10 models.
Updated 29 Oct 2026
- Claude Opus 5.567.8
- Gemini 4 Argon67.7
- Wonder Full67.6
- Claude Sonnet 5.567.3
- Gemini 4 Carbon67.2
- Gemini 3.8 Flash65.8
- Wonder65.5
- DeepSeek V4.1 Flash65.4
- Claude Haiku 5.565.4
- GLM 5.365
Finance Agent Benchmark: cost
cost per test item (USD), lower is better. 10 models.
Updated 29 Oct 2026
Finance Agent Benchmark v2.1
Partial Credit accuracy % (v2.1), higher is better. 10 models.
Updated 29 Oct 2026
- 1Claude Opus 5.567.8
- 2Gemini 4 Argon67.7
- 3Wonder Full67.6
- 4Claude Sonnet 5.567.3
- 5Gemini 4 Carbon67.2
- 6Gemini 3.8 Flash65.8
- 7Wonder65.5
- 8DeepSeek V4.1 Flash65.4
- 9Claude Haiku 5.565.4
- 10GLM 5.365
| 1 | Claude Opus 5.5 | Anthropic | 67.8 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 |
|---|---|---|---|---|---|
| 2 | Gemini 4 Argon | 67.7 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 | |
| 3 | Wonder Full | Not stated | 67.6 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 |
| 4 | Claude Sonnet 5.5 | Anthropic | 67.3 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 |
| 5 | Gemini 4 Carbon | 67.2 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 | |
| 6 | Gemini 3.8 Flash | 65.8 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 | |
| 7 | Wonder | Not stated | 65.5 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 |
| 8 | DeepSeek V4.1 Flash | DeepSeek | 65.4 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 |
| 9 | Claude Haiku 5.5 | Anthropic | 65.4 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 |
| 10 | GLM 5.3 | Zhipu AI | 65 | v2.1 test set | Vals.ai leaderboard Official board, reported 29 Oct 2026 · checked 1 Nov 2026 |
Finance Agent Benchmark v2.1
Partial credit % on the 27 public questions (run by Moneda; not comparable, unranked), higher is better. 1 model.
Updated 9 Oct 2026
Finance Agent Benchmark v2.1
Partial credit % on the 27 public questions (run by Moneda; not comparable, unranked), higher is better. 1 model.
Updated 9 Oct 2026
- 1Numa 1 (public set)80.2
| 1 | Numa 1 (public set) | Moneda | 80.2 | Public set (27 questions), run by Moneda with its own grader (GPT-4o per rubric criterion); not a Vals result. Vals' other rows are its test set. One question is worth about 4 points. | Moneda run, 2026-10-09 Run by Moneda, reported 9 Oct 2026 |
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Papers and links
Last checked 1 Nov 2026. Something out of date or wrong? Send a correction.
