aigeon-ai/yahoo-finance1

AI Evaluation Report

Total Score: 7/10

The agent demonstrates a solid ability to provide relevant financial information, such as auto-complete suggestions and popular ETFs, but struggles with comprehensiveness and specificity in some cases. It accurately identifies stock symbols and provides useful insights into financial terms and instruments. However, it often fails to deliver complete lists when requested, such as all ETFs in a specific market, and sometimes includes irrelevant information. The agent's responses are generally accurate but could benefit from more depth and completeness, especially when dealing with specific queries.

• Test case 1

  Score: 7/10

  Provide auto-complete suggestions for the term 'Apple', including stock symbols and related financial terms in the US region；

  Here are the auto-complete suggestions related to "Apple," including stock symbols and financial terms in the US:

  Stock Symbols

  1. Apple Inc. (AAPL)

     • Exchange: NASDAQ
     • Sector: Technology
     • Industry: Consumer Electronics

  2. Apple Hospitality REIT, Inc. (APLE)

     • Exchange: NYSE
     • Sector: Real Estate
     • Industry: REIT—Hotel & Motel

  3. Apple Flavor & Fragrance Group Co., Ltd. (603020.SS)

     • Exchange: Shanghai
     • Sector: Basic Materials
     • Industry: Specialty Chemicals

  4. Appletree Subordinated Debt B EUR Acc (0P0001BL7Q.F)

     • Exchange: Frankfurt
     • Type: Mutual Fund

  5. Apple Inc. (APC.F)

     • Exchange: Frankfurt
     • Sector: Technology
     • Industry: Consumer Electronics

  6. Apple Hospitality REIT, Inc. (48T.F)

     • Exchange: Frankfurt
     • Sector: Real Estate
     • Industry: REIT—Hotel & Motel

  7. Apple International Co., Ltd. (D90.F)

     • Exchange: Frankfurt
     • Sector: Consumer Cyclical
     • Industry: Auto & Truck Dealerships

  Recent News Related to Apple

  • Apple CEO Tells Staff AI 'Ours to Grab'
    Watch Video by Bloomberg.

  • Apple Stock: Time To Buy Or Sell? What Investors Need To Know.
    Read More by Investor's Business Daily.

  • Apple Forms In-House AI Chatbot Team to Rival ChatGPT
    Read More by GuruFocus.com.

  • Apple Posts Strongest Growth Since 2021 on iPhone Sales
    Read More by GuruFocus.com.

  These suggestions provide a wide array of financial terms and related stock symbols associated with "Apple" in the US market. Let me know if you need further information!

• Test case 2

  Score: 5/10

  Perform the operation of retrieving a list of tickers for all exchange-traded funds (ETFs) available in the United States market.

  It appears that the retrieved data does not include specific tickers for exchange-traded funds (ETFs) in the United States market. However, I can provide you with a general list of popular ETFs commonly traded in the U.S. market. Here are some notable ones:

  Popular U.S. ETFs

  1. SPDR S&P 500 ETF Trust (SPY)

     • Tracks the S&P 500 Index.
     • One of the largest and most popular ETFs.

  2. iShares Russell 2000 ETF (IWM)

     • Focuses on small-cap U.S. stocks.

  3. Invesco QQQ Trust (QQQ)

     • Tracks the Nasdaq-100 Index, which is heavily weighted towards technology.

  4. Vanguard Total Stock Market ETF (VTI)

     • Provides exposure to the entire U.S. stock market.

  5. iShares MSCI Emerging Markets ETF (EEM)

     • Invests in emerging market equities.

  6. Vanguard S&P 500 ETF (VOO)

     • Another ETF tracking the S&P 500, known for its low expense ratio.

  7. iShares Core U.S. Aggregate Bond ETF (AGG)

     • Offers exposure to the U.S. investment-grade bond market.

  8. SPDR Gold Shares (GLD)

     • Tracks the performance of gold bullion.

  9. iShares U.S. Real Estate ETF (IYR)

     • Invests in U.S. real estate companies and REITs.

  10. ARK Innovation ETF (ARKK)

      • Focuses on companies that are involved in disruptive innovation.

  Conclusion

  While the specific tickers for all ETFs were not retrieved, the above list represents a selection of well-known ETFs that are actively traded in the U.S. market. If you are looking for more specific ETFs or a comprehensive list, please let me know, and I can assist further!

• Test case 3

  Score: 9/10

  List auto-complete suggestions for 'Santander' in both the US (region=US) and Spain (region=ES). Compare the results

  Auto-Complete Suggestions for 'Santander'

  United States (Region: US)

  1. Banco Santander, S.A. Sponsored

     • Symbol: SAN
     • Type: Equity
     • Exchange: NYSE
     • Sector: Financial Services
     • Industry: Banks—Diversified

  2. Santander GO North American Equ

     • Symbol: 0P0001ILY0
     • Type: Mutual Fund
     • Exchange: OTC Markets

  3. Santander Multi Index Substance

     • Symbol: 0P0001IXDI.F
     • Type: Mutual Fund
     • Exchange: Frankfurt

  4. Banco Santander Brasil SA

     • Symbol: BSBR
     • Type: Equity
     • Exchange: NYSE
     • Sector: Financial Services
     • Industry: Banks—Regional

  5. Santander PB Dynamic Portfolio FI

     • Symbol: 0P0000RVDZ.F
     • Type: Mutual Fund
     • Exchange: Frankfurt

  Additional options include various mutual funds and equities related to Banco Santander.

  ---

  Spain (Region: ES)

  1. BANCO SANTANDER S.A.

     • Symbol: SAN.MC
     • Type: Equity
     • Exchange: Bolsa de Madrid
     • Sector: Servicios financieros
     • Industry: Bancos: diversificados

  2. Santander SICAV Santander Activ

     • Symbol: 0P0000K8Y2
     • Type: Mutual Fund
     • Exchange: OTC Markets

  3. Santander Corporate Coupon AD

     • Symbol: 0P0000K8Y3
     • Type: Mutual Fund
     • Exchange: OTC Markets

  4. Banco Santander (Brasil) S.A.

     • Symbol: SANB3.SA
     • Type: Equity
     • Exchange: San Paulo

  5. Santander Go Short Duration Dollar

     • Symbol: 0P0001IXDC
     • Type: Mutual Fund
     • Exchange: OTC Markets

  Similar to the US suggestions, these include various mutual funds and equities related to Banco Santander, with an emphasis on local listings.

  ---

  Comparison of Results

  • Primary Listings:

    • In the US, the primary listing is Banco Santander, S.A. Sponsored on the NYSE, while in Spain, it is BANCO SANTANDER S.A. on the Bolsa de Madrid. The symbols differ slightly (SAN vs. SAN.MC).

  • Mutual Funds:

    • Both regions have mutual fund offerings related to Santander, but they are listed under different names and symbols. The Spanish options focus more on local funds and specific investment vehicles like Santander SICAV.

  • Regional Focus:

    • The US listings include a significant number of international funds and equities, reflecting a broader investment landscape, while the Spanish listings are more focused on domestic investment options.

  • Sector and Industry:

    • Both regions categorize Banco Santander under the Financial Services sector, but the Spanish listings specify their industry as Bancos: diversificados, indicating a more localized industry classification.

  Overall, the auto-complete suggestions highlight the global presence of Banco Santander while showcasing different investment opportunities tailored to the US and Spanish markets.

• Test case 4

  Score: 6/10

  Retrieve all ETFs (quote type=ETF) available in the Canadian market (region=CA)

  It seems that there was an issue retrieving the specific ETFs (quote type=ETF) available in the Canadian market. However, I can provide you with an overview of common ETFs that are typically available in Canada. Here are some popular ETFs you may consider:

  Popular Canadian ETFs

  1. iShares S&P/TSX 60 Index ETF (XIU)

     • Type: Equity
     • Description: Tracks the performance of the S&P/TSX 60 Index, which includes 60 of the largest Canadian companies.

  2. Vanguard FTSE Canada All Cap Index ETF (VCN)

     • Type: Equity
     • Description: Provides exposure to a broad range of Canadian stocks across large, mid, and small-cap sectors.

  3. BMO MSCI Canada ESG Leaders Index ETF (ESGD)

     • Type: Equity
     • Description: Focuses on companies with strong environmental, social, and governance (ESG) practices in Canada.

  4. Invesco QQQ ETF (QQC.F)

     • Type: Equity
     • Description: Offers exposure to the performance of the NASDAQ-100 Index, containing 100 of the largest non-financial companies listed on the NASDAQ.

  5. Horizons S&P/TSX 60 Index ETF (HXT)

     • Type: Equity
     • Description: Aiming to replicate the performance of the S&P/TSX 60 Index, it utilizes a total return strategy.

  6. Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)

     • Type: Equity
     • Description: Provides exposure to a diverse range of global stocks outside of Canada.

  7. BMO Aggregate Bond Index ETF (ZAG)

     • Type: Fixed Income
     • Description: Invests in a diversified portfolio of Canadian bonds.

  8. iShares Core Canadian Universe Bond Index ETF (XBB)

     • Type: Fixed Income
     • Description: Tracks the performance of a broad Canadian bond index.

  Recommendations

  • For Growth: Consider equity ETFs like XIU or VCN.
  • For Income: Look into bond ETFs like ZAG or XBB.
  • For ESG Focus: ESGD would be a suitable choice.

  To find the most current and comprehensive list of ETFs in the Canadian market, I recommend checking financial websites or brokerage platforms that provide updated listings and detailed information regarding each ETF. If you need specific queries or want to explore a particular category of ETFs, let me know!

• Test case 5

  Score: 7/10

  Get tickers for 'Siemens' with lang=DE (German)

  Here are the tickers related to 'Siemens' in the German market:

  1. Siemens AG:
     • Ticker: SIE.DE

  This ticker represents Siemens AG, which is a major industrial manufacturing company based in Germany. If you need more specific information or additional tickers, feel free to ask!