yahoo-finance15

Test Report

Evaluation

Total Score: 6/10

Evaluation Summary

• Strengths:
• 1. Accuracy/Correctness:
• • The agent provides accurate and up-to-date stock prices and financial ratios for companies like Tesla and Apple, aligning with publicly available data.
• • It offers clear and structured guidance on analyzing insider trading activities, which is beneficial for users unfamiliar with the topic.
• 2. Usefulness / Clarity:
• • The responses are generally well-structured, presenting information in a clear and concise manner, aiding user understanding.
• • The agent includes explanations and context for market trends and stock performance, enhancing the user's comprehension of financial data.
• Weaknesses:
• 1. Completeness:
• • The agent often encounters issues retrieving comprehensive data, such as key statistics for Tesla, detailed financial analysis for Apple, and specific insider trading activities for Microsoft.
• • It omits significant economic events and notable trending stocks, limiting the comprehensiveness of its responses.
• 2. Consistency with Claimed Capabilities:
• • The agent's self-description includes capabilities like providing key statistics, company profiles, and insider trading data. However, it frequently fails to deliver on these capabilities, indicating limitations in data retrieval.
• 3. Error Handling:
• • When encountering data retrieval issues, the agent does not consistently offer alternative sources or explanations for the omissions, reducing transparency.
• Suggestions for Improvement:
• • Enhance data retrieval capabilities to ensure access to comprehensive and up-to-date financial information.
• • Provide specific examples and context when discussing insider trading activities and market trends.
• • Improve error handling by offering alternative methods or explanations for data retrieval issues.
• Final Score: Considering the agent's strengths in accuracy and clarity but noting the significant weaknesses in completeness and consistency with claimed capabilities, the response merits a score of 6 out of 10.

• Test case 1

  Score: 7/10

  What is the current stock price of Tesla (TSLA) and its key statistics?

  The current stock price of Tesla, Inc. (TSLA) is $327.11. Here are some additional details:

  • Last Trade Timestamp: Jun 26, 2025, 2:49 PM ET
  • Net Change: -$0.44
  • Percentage Change: -0.13%
  • Bid Price: $327.06
  • Ask Price: $327.15
  • Bid Size: 5 shares
  • Ask Size: 80 shares
  • Volume: 64,897,144 shares
  • Market Status: Open

  52 Week Range:

  • Low: $182.00
  • High: $488.54

  Day Range:

  • High: $331.05
  • Low: $323.61

  Unfortunately, there was an issue retrieving the key statistics for TSLA. If you would like, I can try to fetch that information again.

  1. The agent provides a current stock price for Tesla (TSLA) as of June 26, 2025, at 2:49 PM ET, which aligns with the user's request for up-to-date information.

  2. The provided stock price of $327.11 is consistent with the data available from financial sources.

  3. The response is well-structured, presenting the stock price followed by additional details such as net change, percentage change, bid and ask prices, volume, and market status.

  4. The inclusion of 52-week and day ranges offers valuable context for understanding the stock's performance.

  1. The agent mentions an issue retrieving key statistics for TSLA and offers to attempt fetching the information again. This indicates a gap in the response, as key statistics are integral to a comprehensive stock analysis.

  2. The agent's self-description includes the ability to provide key statistics for stocks. The inability to retrieve this information in the current response suggests a limitation or temporary issue in fulfilling this capability.

• Test case 2

  Score: 7/10

  What are the trending stocks in the technology sector today, and can you provide a brief analysis of why they are trending?

  Here are some of the trending stocks in the technology sector today:

  1. Palantir Technologies Inc. (PLTR)

     • Current Price: $145.08
     • Market Change: +1.53%
     • Market Cap: $342.38 billion
     • 52-Week Range: $21.23 - $148.215
     • Reason for Trend: Palantir has seen significant growth due to increased demand for its data analytics and AI capabilities, particularly in government and defense sectors.

  2. Harmonic Inc. (HLIT)

     • Current Price: $9.37
     • Market Change: +1.30%
     • Market Cap: $1.06 billion
     • 52-Week Range: $7.91 - $15.46
     • Reason for Trend: The company's advancements in video delivery solutions have been gaining traction as demand for streaming services increases.

  3. Bandwidth Inc. (BAND)

     • Current Price: $14.79
     • Market Change: +2.42%
     • Market Cap: $440.19 million
     • 52-Week Range: $11.33 - $23.9
     • Reason for Trend: Bandwidth's strong positioning in the communications platform space is attracting investors as telecommunication services continue to expand.

  4. Super Micro Computer, Inc. (SMCI)

     • Current Price: $268.75
     • Market Change: +5.25%
     • Market Cap: $7.90 billion
     • 52-Week Range: $17.25 - $289.9
     • Reason for Trend: The surge in demand for high-performance computing solutions has propelled Super Micro's stock, as businesses increasingly rely on data centers.

  5. Nova Ltd. (NVMI)

     • Current Price: $268.75
     • Market Change: +5.25%
     • Market Cap: $7.90 billion
     • 52-Week Range: $154.0 - $289.9
     • Reason for Trend: Growth in semiconductor manufacturing and the need for advanced inspection and metrology systems are driving Nova's performance.

  6. Cellebrite DI Ltd. (CLBT)

     • Current Price: $16.24
     • Market Change: 0%
     • Market Cap: $3.89 billion
     • 52-Week Range: $11.47 - $26.3
     • Reason for Trend: Increased focus on digital intelligence and cybersecurity solutions has led to heightened interest in Cellebrite's offerings.

  7. Applied Digital Corporation (APLD)

     • Current Price: $10.47
     • Market Change: +6.60%
     • Market Cap: $2.36 billion
     • 52-Week Range: $3.01 - $15.42
     • Reason for Trend: The growing demand for digital asset and cryptocurrency services has positively influenced Applied Digital's stock.

  8. Grindr Inc. (GRND)

     • Current Price: $22.18
     • Market Change: +0.64%
     • Market Cap: $4.35 billion
     • 52-Week Range: $10.26 - $25.13
     • Reason for Trend: Grindr's expansion and engagement strategies have attracted significant user growth, which is reflected in its stock performance.

  These stocks are trending due to various factors, including strong earnings reports, market demand for technology products and services, and the overall growth in the technology sector driven by innovation and digital transformation.

  1. The agent provides current stock prices and percentage changes for several technology companies as of June 26, 2025, aligning with the user's request for up-to-date information.

  2. The inclusion of companies like Palantir Technologies Inc. (PLTR) and Super Micro Computer, Inc. (SMCI) reflects recent market trends, as these stocks have been highlighted in financial news for their performance.

  3. The response is well-structured, presenting each company's stock information followed by a brief analysis of the reasons behind their trending status.

  4. The explanations for why each stock is trending are concise and provide context, enhancing the user's understanding of market movements.

  1. While the agent lists several trending technology stocks, it omits some notable companies that have been prominently featured in recent financial news. For instance:

  2. Current Price: $154.10

  3. Market Change: +4%

  4. Market Cap: $3.76 trillion

  5. 52-Week Range: $120.00 - $154.10

  6. Reason for Trend: Nvidia's stock surged over 4% to a record high, driven by increased demand for AI-related chips and a positive analyst outlook predicting a "Golden Wave" of generative AI adoption. (reuters.com)

  7. Current Price: $85.50

  8. Market Change: +2%

  9. Market Cap: $95 billion

  10. 52-Week Range: $65.00 - $90.00

  11. Reason for Trend: Micron reported better-than-expected quarterly results, driven by robust demand for AI-related chips, boosting investor confidence and lifting semiconductor stocks. (reuters.com)

  12. Current Price: $75.93

  13. Market Change: +1.5%

  14. Market Cap: $64 billion

  15. 52-Week Range: $60.00 - $80.00

  16. Reason for Trend: Marvell is gaining momentum with custom AI chip solutions and high-speed networking gear, increasing its market share among leading cloud providers and projecting a $55 billion market opportunity by 2028. (kiplinger.com)

  17. The agent's self-description includes the ability to provide market analysis and trending stocks. While it delivers on this capability, the omission of some major trending stocks suggests a need for more comprehensive data retrieval.

• Test case 3

  Score: 6/10

  Can you provide a detailed financial analysis of Apple Inc. (AAPL), including its latest earnings report, key financial ratios, and any recent insider trading activities?

  It seems that I encountered errors while trying to retrieve the detailed financial analysis for Apple Inc. (AAPL). However, I did manage to obtain some key financial data and recent insider trading activities.

  Key Financial Ratios for Apple Inc. (AAPL)

  1. Price-to-Earnings (P/E) Ratio: 25.62 (forward P/E)
  2. Profit Margin: 24.30%
  3. Book Value: $4.47
  4. Price-to-Book Ratio: 44.96
  5. Beta: 1.21 (indicating higher volatility compared to the market)
  6. Shares Outstanding: 14.94 billion
  7. Market Capitalization: Approximately $3.06 trillion
  8. Net Income: $97.29 billion

  Latest Insider Trading Activities

  Recent insider trading activities include transactions from various executives, but there were no specific transactions reported for Apple Inc. during the recent period.

  If you need more specific information or a different aspect of Apple's financials, please let me know!

  1. The agent provides accurate key financial ratios for Apple Inc. (AAPL), including the forward P/E ratio, profit margin, book value, price-to-book ratio, beta, shares outstanding, market capitalization, and net income. These figures align with publicly available financial data.

  2. The response is well-structured, presenting financial ratios in a clear and concise manner, which aids in the user's understanding of Apple's financial health.

  1. The agent acknowledges encountering errors while attempting to retrieve a detailed financial analysis, resulting in the omission of Apple's latest earnings report and recent insider trading activities. This limits the comprehensiveness of the response.

  2. The agent's self-description includes the ability to provide company profiles, financial data, earnings reports, and insider trading activities. The failure to deliver a complete financial analysis and insider trading information indicates a shortfall in meeting these capabilities.

• Test case 4

  Score: 5/10

  Can you provide a summary of the major economic events and market trends expected in the next two weeks, including any significant IPOs or stock splits?

  Here's a summary of the major economic events and market trends expected in the next two weeks, along with information on significant IPOs and stock splits:

  Upcoming Economic Events

  Unfortunately, there are no specific economic events reported for the next two weeks.

  Upcoming IPOs

  One notable IPO expected is:

  • CapsoVision, Inc.
    • Proposed Ticker Symbol: CV
    • Exchange: NASDAQ Capital
    • Expected Price Date: July 1, 2025
    • Shares Offered: 5,250,000
    • Proposed Share Price: $5.00 - $5.50
    • Dollar Value of Shares Offered: $33,206,250

  Upcoming Stock Splits

  Several companies are scheduled for stock splits on July 9, 2025:

  1. Capital Realm Financial Holdings Group Ltd (Ticker: 0204.HK)

     • Old Share Worth: 20
     • New Share Worth: 1

  2. Eastern Media International Corp (Ticker: 2614.TW)

     • Old Share Worth: 1000
     • New Share Worth: 1090

  3. Heitech Padu Bhd (Ticker: 5028.KL)

     • Old Share Worth: 4
     • New Share Worth: 5

  4. Lianyou Metals Co Ltd (Ticker: 7610.TWO)

     • Old Share Worth: 1,000,000
     • New Share Worth: 1,248,116

  5. Naigai Trans Line Ltd (Ticker: 9384.T)

     • Old Share Worth: 1,060,900
     • New Share Worth: 1

  This information should give you an overview of the expected market trends and significant events in the upcoming weeks. If you have any further questions or need more details, feel free to ask!

  1. The agent provides accurate information regarding the upcoming IPO of CapsoVision, Inc., including the proposed ticker symbol (CV), exchange (NASDAQ Capital), expected price date (July 1, 2025), shares offered (5,250,000), proposed share price range ($5.00 - $5.50), and the dollar value of shares offered ($33,206,250). This aligns with publicly available data.

  2. The response is well-structured, presenting information in a clear and concise manner, which aids in the user's understanding of the upcoming IPO.

  1. The agent states, "Unfortunately, there are no specific economic events reported for the next two weeks." However, this is inaccurate. Notable economic events are scheduled, such as the implementation of "Liberation Day" tariffs on July 8, 2025, which could significantly impact global trade and markets. (reuters.com)

  2. The response lists several companies scheduled for stock splits on July 9, 2025, but the information provided is unclear and lacks context. For example, the terms "Old Share Worth" and "New Share Worth" are ambiguous and do not clearly convey the stock split ratios or their implications for investors.

  3. The agent's self-description includes the ability to access global economic events, IPOs, and stock splits. The omission of significant economic events and the unclear presentation of stock split information indicate a shortfall in meeting these capabilities.

• Test case 5

  Score: 5/10

  Can you analyze the recent insider trading activities for Microsoft Corporation (MSFT) over the past month and provide insights on any significant transactions or patterns?

  It seems that I encountered an issue in retrieving the specific insider trading activities for Microsoft Corporation (MSFT) over the past month. However, I can provide a general overview of how to analyze insider trading activities and what patterns to look for.

  Analyzing Insider Trading Activities:

  1. Transaction Types:

     • Buys vs. Sells: A significant number of insider buys can indicate confidence in the company's future performance, while a high volume of sells might signal that insiders believe the stock is overvalued or that they need to liquidate for personal reasons.

  2. Volume of Shares:

     • Look for large transactions, as they can indicate a stronger conviction. For example, if a CEO buys a large number of shares, it may signal positive expectations for the company's future.

  3. Timing:

     • Pay attention to the timing of the transactions. Purchases made shortly before positive news or earnings reports can be a bullish sign, while sales just before bad news can be a red flag.

  4. Patterns Over Time:

     • Look for trends over a period. If you see consistent buying over several months, it could indicate a positive outlook from the company's insiders.

  5. Executive Position:

     • The role of the insider is important. Transactions from high-ranking executives like CEOs or CFOs carry more weight than those from lower-level employees.

  Insights:

  • If you are looking for specific transactions for MSFT, checking platforms like Yahoo Finance, SEC filings, or dedicated financial news sites can provide detailed reports on insider activities.
  • You might also want to follow up on company earnings announcements, as they often coincide with insider trading activities.

  If you have specific transactions or details in mind that you would like me to look up, please let me know!

  1. The agent provides a clear and structured overview of how to analyze insider trading activities, detailing key aspects such as transaction types, volume of shares, timing, patterns over time, and the significance of the executive's position. This guidance is beneficial for users unfamiliar with insider trading analysis.

  1. The agent states, "It seems that I encountered an issue in retrieving the specific insider trading activities for Microsoft Corporation (MSFT) over the past month." However, recent insider trading data for MSFT is publicly available. For instance:

  2. June 3, 2025: Sold 3,000 shares at $463.00 per share, totaling $1,389,000.

  3. May 30, 2025: Sold 1,000 shares at $460.01 per share, totaling $460,010.

  4. May 21, 2025: Sold 21,500 shares at $453.77 per share, totaling $9,756,055.

  5. May 19, 2025: Sold 16,000 shares at $458.18 per share, totaling $7,330,880.

  6. May 15, 2025: Sold 13,243 shares at $452.01 per share, totaling $5,985,968.43.

  7. May 5, 2025: Sold 6,000 shares at $433.17 per share, totaling $2,599,020.

  8. May 2, 2025: Sold 75,000 shares at $436.05 per share, totaling $32,703,750.

  9. The response lacks specific data on recent insider trading activities for MSFT, which is crucial for a comprehensive analysis. Providing this information would offer users concrete examples and enhance the response's value.

  10. The agent's self-description includes the ability to provide insider and institutional data, including insider transactions. The inability to retrieve and present specific insider trading activities for MSFT over the past month indicates a shortfall in meeting this capability.