Financial candlestick understanding requires locating visual elements, aligning them across trading dates and panels, and combining observations through numerical and financial reasoning. Answer accuracy alone does not reveal whether predictions are supported by chart evidence. We introduce Code-Interactive Financial Candlestick Reasoning and present Fin-Thinker, a model based on Qwen3.5-9B that generates and executes code to acquire evidence and perform computations. The model uses the returned observations to guide subsequent reasoning. To train these capabilities, we construct FinKLine-32K with 32,184 replay-verified code-observation trajectories collected through teacher-guided student exploration. These include successful solutions with and without error recovery. Our three-stage training framework combines foundational visual-code fine-tuning, financial process supervision of successful reasoning and corrective continuations, and execution-feedback reinforcement learning. For evaluation, we introduce FinKLineBench with 1,200 questions across 138 financial task types to assess answer correctness, code execution, and evidence grounding separately. On FinKLineBench, Fin-Thinker improves strict accuracy by 13.1 and 33.2 percentage points over the best-performing direct-answer baseline among those evaluated and its base model with sandbox access, respectively. Training-stage ablations further show that financial process supervision and execution-feedback reinforcement learning yield successive improvements in both answer accuracy and GPT-5.6-judged grounded accuracy.
While existing benchmarks have made substantial progress in evaluating LLMs across STEM domains, financial reasoning over structured data remains comparatively less explored. We introduce V-FiLLM, a framework that generates financial reasoning benchmarks from executable computation trees grounded in real tables, yielding items whose answers are correct by construction. Trees are evaluated symbolically to obtain ground truth and rendered into natural-language questions, removing any model from the labeling loop, so items can be generated at arbitrary scale without annotation cost and without inheriting a generator's error rate. V-FiLLM exposes four independently controllable axes of difficulty including computation depth, expression breadth, financial concept complexity, and context size. By evaluating on open-source models, we find that accuracy falls up to 51% as reasoning depth increases, and up to 47% points under adversarial numerical perturbations, highlighting remaining challenges in robust financial reasoning over tables. We further show that lightweight LoRA fine-tuning on verified chain-of-thought traces improves accuracy from 81.1% to 85.6% on held-out problems and outperforms the base model by 5% points on FinQA (Chen et al., 2022a), s), suggesting that targeted, low-cost adaptation is a promising direction for compositional reasoning in financial QA.
Financial text, textbooks, and question-answer pairs are abundant, but only a small fraction is directly usable for reasoning-focused post-training. Existing QA pairs often lack explicit reasoning, sufficient context, or reliably verifiable answers, while textbooks must first be transformed into synthetic training examples. We present a data-centric pipeline that constructs complementary corpora by mining open-source reasoning traces, distilling financial instruction data, and generating knowledge-graph-guided question-answer pairs from financial educational material. After semantic deduplication, three lightweight sequence classifiers select finance-relevant examples, reject under-specified questions, and identify tasks suitable for reinforcement learning with compact rule-based verifiers. For model adaptation, we study supervised fine-tuning and reinforcement learning, while self-distilled fine-tuning and post-training model merging are used to prevent the loss of financial capabilities already present in the starting model. We evaluate the adapted language models using FINESSE-Bench, reporting aggregate performance and changes relative to their starting checkpoints. Across the selected comparisons, ordinary SFT reduces FINESSE-Bench accuracy by 3.2-4.0 percentage points, whereas self-distilled SFT improves over the corresponding starting models by 1.0-2.8 points. Equal-weight merging recovers 3.0 points over its SFT parent and finishes 0.9 points above the original model; GRPO on hard tasks adds 0.4 points after self-distilled SFT or 3.0 points when applied directly to verifiable tasks. These results show that retention-aware adaptation can improve financial reasoning without the regressions observed after ordinary SFT.
Zhirayr Hayrapetyan, Andrei Kalmykov, Denis Kokosinskii +2
Multi-step symbolic reasoning is essential for robust financial analysis, yet most benchmarks neglect intermediate reasoning steps. FINCHAIN introduced verifiable Chain-of-Thought (CoT) evaluation but is limited to English. FINESSE-Bench includes a Russian block but relies on multiple-choice questions without step-level supervision. We present RusFinChain, the first Russian-language symbolic benchmark for verifiable CoT reasoning in finance. It spans 17 domains, 172 topics, and comprises 5,280 parameterized examples from executable Python templates, ensuring contamination-free evaluation. Each example includes a gold-standard reasoning chain with intermediate numeric values for automatic verification. We also introduce enhanced metrics: Fuzzy Numeric Alignment and Soft-Attention Alignment. We evaluate 8 open-weight LLMs on a stratified sample, generating 8,100 responses. Results reveal a substantial reasoning gap: models achieve Hard F1 of ~0.65 for step alignment, but only ~29% of final answers are correct. Our fuzzy and soft metrics show stronger correlation with final-answer correctness (Spearman rho approx 0.48) than the original ChainEval (rho approx 0.38-0.46), demonstrating superior diagnostic power. We release dataset, code, and evaluation framework to foster verifiable financial AI for the Russian-speaking community.
M. K. Arabov
Kazan Federal University · Institute of Computational Mathematics and Information Technologies · Department of Data Analysis +1