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FinTrace and PITfall

github.com/fredxing1/fintrace
Visit github.com
Category
AI Agents
Rank
No. 3993Tools index

Previous survey · No. 3799 ·

Pricing
Open Source
Type
AGENT
Use case
Research & Education · Model & Agent Evaluation
GitHub
1 stars
Date

About

FinTrace builds auditable financial research agents that answer using only evidence available at a chosen point in time, with each claim traceable to as-filed data. PITfall is a leakage-controlled benchmark for this: the repository reports that a naive live-data agent answers 82% of impossible questions with the true future value, while the gated agent leaks none. It is research software, not investment advice.

At a glance

FinTrace answers questions about U.S. company filings using only facts filed by a chosen cutoff. Its companion benchmark, PITfall, is worth using when you need to check whether an agent’s apparent forecasting skill comes from access to later data.

Good fit

Researchers testing whether a financial QA or backtesting workflow can reproduce what was knowable on a particular date.

Consider something else when

Skip it if you need live market data or coverage beyond the filings its data layer supports.

Start here

Pick a company and metric in the public demo. Set the cutoff just before the relevant filing, then move it past the filing date. Compare which facts become available and follow the cited filing to check the answer.

Cost and requirements

The Apache-2.0 project uses as-filed SEC EDGAR data. The public demo is documented as requiring no account or API key. Budget separately for storage and any model calls in your own runs.

Limits to know

The cutoff constrains facts served by the data layer. Models may still recall later information from training, and the benchmark results apply to the tested models, data and task set.

Why it made the leaderboard

Financial LLM agents can leak future data into historical questions. This gates retrieval to as-filed evidence and ships a leakage benchmark (PITfall) to measure it.

Tags

financellm-agentsbenchmarkpoint-in-timeauditabilitypython

Tech Stack

Python

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