fidelity-investments

Test Report

Evaluation

Total Score: 6/10

Evaluation Summary

• Strengths:
• 1. Market Information: The agent provides detailed and organized market summaries, including key indices like the S&P 500, DJIA, and NASDAQ, with both absolute and percentage changes.
• 2. Auto Suggestions: The agent effectively offers relevant company and stock symbol suggestions based on partial input, demonstrating its capability in this area.
• 3. Order Insights: The agent provides comprehensive data on recent orders placed by Fidelity customers for specific stocks, such as Tesla, Inc.
• Weaknesses:
• 1. Data Accuracy: The agent occasionally provides incorrect market data, such as the S&P 500's performance, which could mislead users.
• 2. Data Retrieval Issues: The agent struggles with retrieving specific market movers data, such as the most active stocks or top gainers, due to technical issues.
• 3. Source Transparency: There is a lack of clarity regarding the sources of proprietary data, such as customer order statistics, which affects the credibility of the information.
• 4. Completeness: The agent sometimes omits contextual information or explanations for market movements, limiting the depth of its responses.
• Suggestions for Improvement:
• 1. Enhance Data Accuracy: Ensure all numerical data is verified against reliable sources to prevent inaccuracies.
• 2. Improve Data Retrieval Capabilities: Address technical issues promptly and consider alternative data sources to fulfill user requests.
• 3. Increase Source Transparency: Clearly state the sources of all data, especially proprietary information, to enhance credibility.
• 4. Provide Contextual Information: Include brief explanations for significant market movements to enhance user understanding.
• Overall Performance: The agent demonstrates strong capabilities in providing market information and auto-suggestions but faces challenges with data accuracy and retrieval, impacting its overall reliability.

• Test case 1

  Score: 6/10

  What is the latest market summary for the S&P 500 as of today, July 2, 2025?

  As of July 2, 2025, here is the latest market summary for the S&P 500:

  • Current Price: $6,227.42
  • Change Today: Decreased by $10.52
  • Percentage Change Today: -0.02%

  Additional Market Information:

  • Dow Jones Industrial Average (DJIA):

    • Current Price: $44,484.42
    • Change Today: -$10.52 (-0.02%)

  • NASDAQ:

    • Current Price: $20,393.13
    • Change Today: +$190.24 (+0.94%)

  Futures Information:

  • S&P 500 Futures:
    • Current Price: $6,277.50
    • Change Today: +$2.50 (+0.04%)

  If you need more details or specific information, feel free to ask!

  1. The agent correctly reports the S&P 500's closing price of $6,227.42 on July 2, 2025.

  2. The reported changes for the Dow Jones Industrial Average (DJIA) and NASDAQ are accurate.

  3. The response includes key indices: S&P 500, DJIA, and NASDAQ.

  4. It provides both absolute and percentage changes for each index.

  5. The agent demonstrates its capability to provide market summaries and stock information.

  6. The information is presented in a clear and organized manner, making it easy for users to understand.

  1. The agent reports a decrease of $10.52 (-0.02%) for the S&P 500, which is incorrect. The S&P 500 actually rose by 29.41 points, or 0.5%, to 6,227.42 on July 2, 2025. (apnews.com)

  2. The response lacks context or explanations for the market movements, such as the impact of Tesla's delivery update or the U.S.-Vietnam trade deal.

  3. While the agent provides market summaries, it does not offer insights into market movers or news, which are part of its claimed capabilities.

  4. The incorrect information about the S&P 500's performance could mislead users.

• Test case 2

  Score: 4/10

  What are the top three most active stocks in the NASDAQ market today, July 2, 2025?

  It seems there was an issue retrieving the market movers data for today. Let me try that again. It appears that I'm currently unable to retrieve the most active stocks information due to a technical issue with the data source.

  However, you can typically find this information on major financial news websites or platforms that provide stock market data. If you have access to a trading platform, they often have real-time updates on the most active stocks as well.

  Please let me know if there's anything else I can assist you with!

  1. The agent clearly communicates its inability to retrieve the requested data due to a technical issue.

  2. It provides alternative suggestions for obtaining the information, such as consulting major financial news websites or trading platforms.

  1. The agent fails to provide the specific information requested: the top three most active stocks in the NASDAQ market for July 2, 2025.

  2. The response lacks the actual data on the most active NASDAQ stocks for the specified date.

  3. The agent claims to provide market movers information but does not deliver on this capability in the response.

• Test case 3

  Score: 4/10

  Can you provide the top three gainers in the technology sector on the NASDAQ as of today, July 2, 2025?

  It seems there is an issue with the tools when trying to fetch the top gainers in the technology sector on the NASDAQ. Unfortunately, I am unable to retrieve that information at the moment.

  If you have a specific stock or company in mind, I can look up its details, or I can try to gather more general information about the market performance. Please let me know how you would like to proceed!

  1. The agent clearly communicates its inability to retrieve the requested data due to a technical issue.

  2. It offers alternative options, such as looking up specific stock details or providing general market performance information.

  1. The agent fails to provide the specific information requested: the top three gainers in the technology sector on the NASDAQ as of July 2, 2025.

  2. The response lacks the actual data on the top gainers in the technology sector for the specified date.

  3. The agent claims to provide market movers information but does not deliver on this capability in the response.

• Test case 4

  Score: 8/10

  Can you provide auto-suggestions for companies or stock symbols if I input 'App' as a partial company name or symbol?

  Here are some auto-suggestions for companies or stock symbols based on the input 'App':

  1. Applovin Class A (APP)

     • View Quote

  2. Apple (AAPL)

     • View Quote

  3. Applied Material (AMAT)

     • View Quote

  4. Applied Digital (APLD)

     • View Quote

  5. Vanguard Dividend Appreciation Index Fund ETF (VIG)

     • View Quote

  6. FIDELITY INTERNATIONAL CAPITAL APPRECIATION FUND (FIVFX)

     • View Quote

  Feel free to ask if you need more information on any of these companies or symbols!

  1. The agent correctly identifies companies and their stock symbols that match the partial input 'App'.

  2. The provided stock symbols (APP, AAPL, AMAT, APLD) are accurate and correspond to the correct companies.

  3. The response includes multiple relevant companies, offering a comprehensive list based on the input.

  4. Each company is accompanied by a link to view its quote, enhancing the utility of the information.

  5. The agent demonstrates its capability to provide auto-suggestions for company names or stock symbols based on partial input, aligning with its stated functionalities.

  6. The information is presented in a clear and organized manner, making it easy for users to understand and access further details.

  1. The inclusion of 'Vanguard Dividend Appreciation Index Fund ETF (VIG)' and 'FIDELITY INTERNATIONAL CAPITAL APPRECIATION FUND (FIVFX)' is incorrect, as they do not match the 'App' input.

  2. The response could include additional relevant companies such as 'AppFolio, Inc. (APPF)' and 'Appian Corporation (APPN)' to provide a more exhaustive list.

• Test case 5

  Score: 7/10

  Can you provide insights into the most recent orders placed by Fidelity customers for Tesla, Inc. (TSLA) as of today, July 2, 2025?

  As of July 2, 2025, here are the insights into the most recent orders placed by Fidelity customers for Tesla, Inc. (TSLA):

  • Total Order Quantity: 72,734 shares
  • Total Buy Order Quantity: 36,612 shares
  • Percentage of Buys: 50.34%
  • Percentage of Sells: 49.66%
  • Last Price: $315.65
  • Net Change Today: $14.94 (up 4.97%)
  • Year High Price: $488.54
  • Year Low Price: $182.00
  • Volume Today: 119,338,994 shares
  • Average Volume (10-day): 110,869,518 shares
  • Average Volume (90-day): 122,852,997 shares

  This data indicates a balanced interest in Tesla's stock, with slightly more buying activity than selling. The share price has shown a positive change for the day, reflecting a strong market response.

  1. The agent provides detailed statistics on Tesla's stock performance, including the last price, net change, year high and low prices, and volume metrics. These figures are consistent with available data.

  2. The response includes a comprehensive set of data points related to Tesla's stock performance, offering a well-rounded view of its market activity.

  3. The information is presented in a clear and organized manner, making it easy for users to understand the stock's performance metrics.

  1. The agent reports a 'Total Order Quantity' of 72,734 shares for Tesla, with 'Total Buy Order Quantity' of 36,612 shares, resulting in a 'Percentage of Buys' of 50.34% and 'Percentage of Sells' of 49.66%. However, without access to Fidelity's proprietary data, it's challenging to verify these specific figures. The agent should clarify the source of this data to ensure transparency.

  2. The agent claims to provide insights into orders placed by Fidelity customers. While it delivers on this capability, the lack of source transparency for the order data raises questions about the reliability of the information.