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Jared Chan Xu Yang

dblp:429/6346 · DBLP profile ↗
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1ranked-venue papers
1as first author
1since 2021 · last 2026
—ORCID · none

Domains — the database's venue-derived domains; a paper can count in several

Artificial intelligence and machine learning · 1 · 1 first-author · 1 since 2021Graphics, computer vision, multimedia, augmented reality and games · 1 · 1 first-author · 1 since 2021

Expertise — from the expertise taxonomy: the topics of the expert's papers under the CCF categories. A weight counts papers with recency: 1 for a paper about the topic, 0.3 when the topic is its context, halved every five years.

Interdisciplinary, comprehensive, and emerging computing
1 paper
Computational finance and economics · 100%

Topics — the 3 heaviest of 3, each with the papers that count most for it

TopicWeightPapersLastEvidence papers
Computational finance and economics
algorithmic trading
1.012026
PortfolioPilot: An Agentic Platform for Financial Portfolio Management Algorithm Development and Evaluation · AAAI 2026
Computational finance and economics
portfolio management
1.012026
PortfolioPilot: An Agentic Platform for Financial Portfolio Management Algorithm Development and Evaluation · AAAI 2026
Computational finance and economics › portfolio management
portfolio optimization
1.012026
PortfolioPilot: An Agentic Platform for Financial Portfolio Management Algorithm Development and Evaluation · AAAI 2026

Methods — techniques the papers use, named apart from their topics

markowitz optimization · 1.0large language model · 1.0LSTM · 1.0ARIMA · 1.0
YearPublicationVenuePosition
2026 PortfolioPilot: An Agentic Platform for Financial Portfolio Management Algorithm Development and Evaluation
abstract
Developing new portfolio-management algorithms typically demands substantial programming effort, limiting rapid experimentation and excluding finance professionals without coding skills. Current robo-advisory tools offer pre-built but rigid strategies, restricting customization and experimentation. We introduce PortfolioPilot, an open-source, agentic platform that enables users to generate bespoke portfolio through natural-language descriptions. Leveraging the Anthropic Claude API, PortfolioPilot dynamically synthesizes executable TypeScript algorithms that run in the frontend with security validation. The system integrates real-time backtesting with historical market data, classical optimization algorithms (Markowitz, LSTM, ARIMA), and interactive performance visualizations.
Jared Chan Xu Yang, Haokai Ma, Yunshan Ma 0002
AAAI1