PortBench: A Correlation-Aware, Full-Pipeline Benchmark for LLM-Driven Portfolio Management

Large language models (LLMs) have shown strong performance across diverse financial tasks, yet portfolio management (PM) remains poorly evaluated. Existing benchmarks exhibit two gaps: they are often equity-only and ignore cross-asset correlations; they provide limited insight into where errors arise and how they affect subsequent decisions. We introduce PortBench, a benchmark with market data spanning six asset classes from 2015 to 2025. PortBench comprises a static QA dataset of 6,269 questions across seven task templates and a dynamic five-stage portfolio evaluation. Dynamic evaluation uses a class-level correlation score for allocation and CEPS to summarize reference-based stage score...

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