Papers › Trading with Time Series Causal Discovery: An Empirical Study

Trading with Time Series Causal Discovery: An Empirical Study

28 Aug 2024arXiv:2408.15846archive 2025-07-28

Ruijie Tang

This study investigates the application of causal discovery algorithms in equity markets, with a focus on their potential to build investment strategies. An investment strategy was developed based on the causal structures identified by these algorithms. The performance of the strategy is evaluated based on the profitability and effectiveness in stock markets. The results indicate that causal discovery algorithms can successfully uncover actionable causal relationships in large markets, leading to profitable investment outcomes. However, the research also identifies a critical challenge: the computational complexity and scalability of these algorithms when dealing with large datasets. This challenge presents practical limitations for their application in real-world market analysis.

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