Designing Agentic AI-Based Screening for Portfolio Investment
Quick summary
arXiv:2603.23300v2 Announce Type: replace-cross Abstract: We introduce a new agentic artificial intelligence (AI) platform for portfolio management. Our architecture consists of three layers. First, two large language model (LLM) agents are assigned specialized tasks: one agent screens for firms with desirable fundamentals, while a sentiment analysis agent screens for firms with desirable news. Second, these agents deliberate to generate and agree upon buy and sell signals from a large portfolio, substantially narrowing the pool of candidate assets. Finally, we apply a high-dimensional precisi
Key takeaways
- arXiv:2603.23300v2 Announce Type: replace-cross Abstract: We introduce a new agentic artificial intelligence (AI) platform for portfolio management.
- Our architecture consists of three layers.
- First, two large language model (LLM) agents are assigned specialized tasks: one agent screens for firms with desirable fundamentals, while a sentiment analysis agent screens for firms with desirable news.
Why it matters
“Designing Agentic AI-Based Screening for Portfolio Investment” signals where capital and distribution power are moving in the AI market. Product continuity, pricing, workforce skills and the competitive options available to startups may all be affected.

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