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How to Evaluate an AI Financial Agent: 12 Questions
Four of the twelve predict almost everything else. The best of them takes ten seconds: ask something the tool cannot know, and watch what it does.
Read itWhy AI Agents Get Financial Figures Wrong, and the Four Fixes
Six in ten of the wrong numbers we have chased down were real numbers in the wrong place. That is a plumbing failure, not a reasoning one, which is unusually good news.
Do AI Investing Agents Actually Work? The Evidence, Honestly
Two questions wearing one coat. On reading and comparison the evidence is decent. On picking investments there is no credible public evidence at all, and the studies claiming otherwise share three named flaws.
AI Screening Agent or Stock Screener? What Each One Can Actually See
A screener applies filters to a table. An agent reads the filing behind it. The difference shows up on exactly the companies you most want to get right.
What Is an AI Financial Agent? A Definition That Can Be Failed
The four capabilities that separate an agent from a chatbot with a longer memory, scored across the products claiming the word, including ours.