Financial Report Analyst Agent for Numerical Reasoning

Can a small language model answer numerical questions about company earnings reports better when it works as a tool-using agent? This project builds a financial report analyst agent with Microsoft Semantic Kernel: a plan turn, plugins to find table rows and report sentences, an exact calculator (arithmetic only), an answer formatter and a deterministic self-check with one revision. It is compared with classical templates, a direct answer, chain of thought and a no-calculator ablation on the public FinQA dataset. qwen2.5:3b was served by Ollama on a second laptop (RTX 2050 4 GB, 32 GB RAM) over Wi-Fi; the code ran on a laptop with RTX 2050 4 GB (Ryzen 7, 8 GB RAM).

NOTE: Not investment advice. This is a reading and calculation aid for published financial reports; answers come from a small language model and a calculator and can be wrong - check them against the filing.

Category: Department of Computer Science and Engineering / Agent Development

Agent Development Project AG08 from ProTechSC Academy, with graphical abstract, video demonstration and project guidance.