AI Models Outperform in Large-Scale Investment Test
In a recent speed test conducted in August 2025, five leading large language models were pitted against each other to assess their capabilities in AI-assisted asset management. The models - Claude Opus 4.1, Gemini 2.5 Pro, GPT 5 Thinking, Grok 4 Expert, and Perplexity Pro Search - were fed identical investment information and tasked with constructing a securities portfolio. The test involved providing these models with details about an available budget, an investment goal, and guidelines for portfolio composition. The results were surprising, even to seasoned investment experts. The models demonstrated an impressive ability to analyze stock and economic data, generating wealth building strategies that could potentially outperform traditional methods. The performance of the AI-generated portfolios was benchmarked against the development of major indices such as the MSCI World ETF, the DAX, and the S&P 500. While the results are still being evaluated, early indications suggest that AI could play a significant role in the future of investment strategies. AI's versatility was also on display, with the models showing proficiency in generating images, videos, and analyses upon request. This test further underscores the potential of AI in various fields, including financial services. Some providers, like Scalable Capital, already employ AI for chatbots in customer service, indicating a growing trend towards AI integration in the industry. The August 2025 election results have highlighted the potential of AI in constructing securities portfolios, with results that have even surprised investment experts. As AI models continue to support robo-advisors in creating investment strategies, the future of wealth management may well be shaped by these sophisticated algorithms.
