Zhuohan Xie

About Me

I am a Research Scientist at Mohamed bin Zayed University of Artificial Intelligence (MBZUAI), working on AI for Finance. My research focuses on financial agents, verifiable reasoning, and trustworthy evaluation of language and multimodal models in high-stakes decision settings.

I build benchmarks, shared tasks, and verification systems that test whether AI models can reason with evidence, follow structured constraints, and make reliable decisions. My recent work develops this research program through FinChain, FinMMEval, SAHM, FinCARDS, and Herculean.

Research Program Finance Portfolio

Research Interests

  • Financial agents and decision-making: planning, trading, hedging, auditing, memory stability, mandate drift, and risk-aware protocols.
  • Verifiable financial reasoning: symbolic templates, executable checks, evidence grounding, and domain constraints for auditable decisions.
  • Trustworthy LLM evaluation: rigorous evaluation of language and multimodal models under financial, multilingual, and high-stakes constraints.
  • Shared evaluation infrastructure: benchmarks, labs, leaderboards, final-test portals, and reproducible release workflows.

Collaboration

Open to focused collaborations that turn evaluation ideas into reusable public assets:

Verifiable finance benchmarks

Symbolic templates, executable checks, domain constraints, and metrics that expose reasoning failures.

Financial-agent protocols

Decision workflows, paper-trading windows, mandate drift, memory lock-in, and risk-aware diagnostics.

Shared-task infrastructure

Lab-style evaluation with participant systems, final-test portals, leaderboards, and working notes.

Analyst workflow benchmarks

Document QA, analyst reranking, reporting agents, recommendation, and grounded evaluation for finance.

News

  • SQLStructEval accepted to AACL 2026 Findings.
  • Prediction-Market Seed Capital Recovery from Noise-Dominant Flow accepted to FinNLP 2026 as a poster.
  • Jais 2 and Aligning Cultural Behaviors accepted to EMNLP 2026 Main; Right Frame, Wrong Rule accepted to Findings.
  • Serving as an Area Chair for FinNLP 2026, a workshop at EMNLP 2026.
  • Our FinMMEval Lab proposal accepted for CLEF 2027.
Earlier in 2026
  • FinChain and SAHM accepted to ACL 2026 Main as oral presentations.
  • FinCARDS, RealFin, and Same Claim, Different Judgment accepted to ACL 2026 Findings.
  • Conv-FinRe accepted to SIGIR 2026, extending the finance line into utility-grounded recommendation.
  • FinReporting accepted to ACL 2026 Demo.
  • Herculean released as an agentic benchmark for financial intelligence.
  • FinMMEval appeared at ECIR 2026 as evaluation infrastructure for AI in finance.

Selected Publications

FinNLP 2026 · Accepted · Poster

Prediction-Market Seed Capital Recovery from Noise-Dominant Flow

Yankai Chen, Bowei He, Zhuohan Xie, Zhiwei Liu, Fan Zhang, Xueqing Peng, Yan Wang, Lingfei Qian, Xue Liu

Workshop

EMNLP 2026 Main · Accepted

Aligning Cultural Behaviors in Arabic Language Models via Preferences

Junhong Liang, Daniil Orel, Saeed Almheiri, ..., Zhuohan Xie, ..., Preslav Nakov, Fajri Koto

Publication record
Herculean workflow figure

arXiv 2026

Herculean: An Agentic Benchmark for Financial Intelligence

Xueqing Peng, Zhuohan Xie, Yupeng Cao, Haohang Li, Lingfei Qian, et al.

  • Benchmarks financial agents across trading, hedging, market insight, and auditing workflows.
  • Extends the finance line from static reasoning benchmarks to agentic decision protocols.
Paper Data

Portfolio

Financial AI work by program pillar

Each project is positioned as either a flagship anchor, a supporting asset, or an infrastructure component. The goal is cumulative ownership of a research line, not a loose pile of finance papers.

Verifiable financial reasoning

  • FinChainACL 2026 Main, Oral
  • SAHMACL 2026 Main, Oral
  • Culture-aware financial reasoningongoing

Evidence-grounded analyst workflows

Financial agents and decision protocols

  • Herculeanagentic financial intelligence
  • Agent mandate stabilityongoing
  • Strategic decision agentsongoing

Community evaluation infrastructure

  • FinMMEvalCLEF 2026 Lab / ECIR 2026
  • FinMMEval leaderboardsTask 1/2/3 results and live evaluation
  • Financial intelligence challenge planningcompetition and shared-task planning

Publications

Selected publications in AI for Finance

  1. FinChain: A Symbolic Benchmark for Verifiable Chain-of-Thought Financial Reasoning ACL 2026 Main, Oral · first author
  2. The CLEF-2026 FinMMEval Lab: Multilingual and Multimodal Evaluation of Financial AI Systems ECIR 2026 · first author / organizer
  3. SAHM: A Benchmark for Arabic Financial and Shari'ah-Compliant Reasoning ACL 2026 Main, Oral · last author
  4. Herculean: An Agentic Benchmark for Financial Intelligence arXiv 2026 · financial agent benchmark
  5. FinCARDS: Card-Based Analyst Reranking for Financial Document Question Answering ACL 2026 Findings · last author
  6. RealFin: How Well Do LLMs Reason About Finance When Users Leave Things Unsaid? ACL 2026 Findings
  7. Same Claim, Different Judgment: Benchmarking Scenario-Induced Bias in Multilingual Financial Misinformation Detection ACL 2026 Findings
  8. FinReporting: An Agentic Workflow for Localized Reporting of Cross-Jurisdiction Financial Disclosures ACL 2026 Demo · last author
  9. Conv-FinRe: A Conversational and Longitudinal Benchmark for Utility-Grounded Financial Recommendation SIGIR 2026

Full publication list on Google Scholar

Other Work

Adjacent trustworthy AI work

Earlier work in fact-checking, evidence retrieval, and text generation/evaluation supplies the broader trustworthy-AI foundation behind the finance program.

Mentoring

I work closely with students and early-stage collaborators from problem framing to benchmark design, experiments, writing, rebuttal strategy, and release planning.

Experience

  • May 2026 – Present: Research Scientist, Mohamed bin Zayed University of Artificial Intelligence, Abu Dhabi, UAE.
  • Jul 2024 – May 2026: Postdoctoral Associate, Mohamed bin Zayed University of Artificial Intelligence, Abu Dhabi, UAE.
  • Feb 2024 – Jul 2024: Research Assistant, Mohamed bin Zayed University of Artificial Intelligence, Abu Dhabi, UAE.

Education

  • 2020 – 2024: Ph.D. in Computing and Information Systems, University of Melbourne.
  • 2017 – 2019: Master of Information Technology, University of Melbourne.
  • 2013 – 2017: Bachelor of Software Engineering and Bachelor of Advertising, Xiamen University.

Services

I contribute to the financial AI and NLP communities through chapter leadership, shared-task organization, area chair service, and peer review.

  • Leadership: Chair, Asia-Pacific Chapter, The Fin AI (May 2026 – Present).
  • Area Chair: FinNLP 2026 (EMNLP workshop).
  • Organizer: CLEF 2026 FinMMEval Lab; CLEF 2027 FinMMEval Lab (accepted, upcoming); SemEval 2025 Task 10.
  • Committee: SemEval 2027 Task Selection Committee.
  • Shared-task contributions: PAN / ELOQUENT, ImageCLEF, and financial AI evaluation infrastructure.
  • Reviewing: ACL Rolling Review, NeurIPS, COLM, EMNLP, ALTA, CHOMPS, TFAI, and MisD.