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Run portfolio, attribution and real estate analyses with Agent Mode

A reviewer ran ChatGPT Agent Mode through five business tests, including equity portfolio analysis, marketing attribution and real estate scenarios, noting where it needed babysitting.

Time saved
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Setup time
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Running cost
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Use case overview

A reviewer ran ChatGPT Agent Mode through five business tests, including equity portfolio analysis, marketing attribution and real estate scenarios, noting where it needed babysitting.

Reported experience

  1. What they did

    The reviewer gave Agent Mode five business tasks: analysing a portfolio of about three dozen equities, multi-country marketing attribution across hundreds of channels, and real estate acquisition scenarios across US ZIP codes. The other two were a startup growth plan and cross-border incorporation planning. The agent could reach Google Drive, edit spreadsheets, browse the web and build presentations. The reviewer documented each run and kept the outputs.

  2. How it went

    The reviewer's overall grade for the 2025 thesis that LLMs with tools do useful work is about a C. Agent Mode works in spots but still needs babysitting. The detailed per-test results are behind a paywall.

  3. Worth knowing

    Only the intro is free. The per-test findings and the assets Agent Mode produced require a paid subscription, so the specific failures weren't visible.

Example prompts

Try with ChatGPT Agent
Analyze [portfolio holdings, marketing data or property scenario] using the data in [file or link]. Produce a spreadsheet with your calculations and a one-page summary of the main findings, assumptions and risks. Stop and ask me if you hit missing data rather than guessing, and finish when I have both files.