Magnifi dominates on every platform.
Astor is cited on 3 of 60 responses.
20-query audit across ChatGPT, Gemini & Claude. Astor is cited on 3 of 60 responses (5%). ChatGPT knows Astor exists — and ranks it #1 for its most differentiated question. Gemini and Claude don’t know Astor exists at all.
This report was generated using Xtrusio, an AI visibility and demand intelligence platform that analyzes how companies appear across modern AI systems such as ChatGPT, Gemini, Claude, Perplexity, and other generative engines.
The insights in this page are generated using Xtrusio’s proprietary research and content intelligence framework.
Astor is invisible to 66% of AI platforms — and the window to claim the category is closing fast.
ChatGPT cited Astor #1 for the exact question it should own: “Is there an SEC-registered AI investment advisor that works as a fiduciary?” That’s the signal. But Gemini and Claude returned zero citations across 60 combined queries — and competitors like Coinbase Advisor (launched June 2026) are entering the category now. Astor has a foothold on one platform and a genuine first-mover advantage on voice advisory. The training data window to lock that position closes with the next model update cycle.
Platform Scorecard
Astor citation rate across AI platforms — 20 buyer-intent queries each
AI Visibility Leaderboard
Who owns the AI conversation in personal investing — total citations across all platforms
AI Positioning Audit
20 buyer-intent queries — click any row to see the exact question asked
Each query was written from the perspective of a real decision-maker researching personal investment solutions. These are the exact questions that software engineers, technical leads, and senior individual contributors type into AI platforms when they’re trying to figure out what to do with their RSUs, paychecks, and brokerage accounts — without a financial advisor telling them what to do.
| # | Query Topic | Product Line | ChatGPT | Claude | Gemini |
|---|---|---|---|---|---|
| 1 | RSU Diversification | Equity Comp | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “How should I think about diversifying away from my company stock after RSUs vest?” | |||||
| 2 | AI App for Portfolio Moves | Portfolio Insights | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “What’s a good AI app that can explain why my portfolio is up or down today?” | |||||
| 3 | Guidance Without Moving Fidelity | Portfolio Advice | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “I make a good salary but I don’t have a financial advisor — what’s the best way to get personalized investment guidance without moving my Fidelity account?” | |||||
| 4 | AI Advisor You Can Call | Voice Advisor | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “Is there an AI investment advisor I can actually call and talk to, not just chat with?” | |||||
| 5 | Portfolio Risk Check | Portfolio Analysis | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “How do I know if my brokerage portfolio is too risky without paying a financial advisor?” | |||||
| 6 | Robo-Advisor for Existing Account | Portfolio Advice | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “What are the best robo-advisors for someone who already has a Robinhood or Schwab account and doesn’t want to move their money?” | |||||
| 7 | Equity Comp Strategy for SWE | Equity Comp | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “I’m a software engineer with RSUs at a tech company. What should I be doing with my equity compensation beyond just holding it?” | |||||
| 8 | Betterment vs Wealthfront vs Conversational | Portfolio Advice | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “What’s better for someone who invests actively — Betterment, Wealthfront, or something more conversational?” | |||||
| 9 | SEC-Registered AI Fiduciary ★ | Compliance & Trust | ★ | ✗ | ✗ |
Exact question asked — ChatGPT cited Astor #1 on this query: “Is there an SEC-registered AI investment advisor app that works as a fiduciary and gives me actual portfolio recommendations?” | |||||
| 10 | Best Place to Invest Paycheck | Portfolio Advice | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “My paycheck just hit — how do I figure out the best place to invest it given what I already own?” | |||||
| 11 | Connect Accounts + News on Holdings | Portfolio Insights | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “What apps can I use to connect all my investment accounts and see how the news affects my holdings in real time?” | |||||
| 12 | Robo-Advisor vs AI Investment Advisor | Portfolio Advice | ✓ | ✗ | ✗ |
Exact question asked — ChatGPT cited Astor as an example of a genuine SEC-registered AI advisor: “What’s the difference between a robo-advisor and an AI investment advisor? Which is better for someone who wants real personalized advice?” | |||||
| 13 | Wealthfront vs Betterment for Tech Worker | Equity Comp | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “Should I use Wealthfront or Betterment if I’m a tech worker with equity comp and want automated investing?” | |||||
| 14 | AI Portfolio Monitoring + Alerts | Portfolio Insights | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “What are the best AI tools for monitoring my stock portfolio and getting alerts that are actually relevant to what I own?” | |||||
| 15 | Investment Guidance Below 1% AUM | Portfolio Advice | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “I want to understand what moves I should make with my investment portfolio without paying 1% of my assets to a wealth manager. What are my options?” | |||||
| 16 | Portfolio Diversification Check | Portfolio Analysis | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “How do I know if my investment portfolio is properly diversified?” | |||||
| 17 | Voice AI for Investing | Voice Advisor | ✓ | ✗ | ✗ |
Exact question asked — ChatGPT cited Astor as a voice AI investing app: “Is there an app where I can ask my portfolio questions out loud and get a real response, like a voice AI for investing?” | |||||
| 18 | Investment Strategy for 30-yr SWE | Portfolio Advice | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “What’s a realistic investment strategy for a 30-year-old software engineer who wants to retire early?” | |||||
| 19 | Magnifi vs Other AI Apps | Portfolio Advice | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “How does Magnifi compare to other AI investing apps for getting personalized advice on my actual holdings?” | |||||
| 20 | Portfolio Resilience Before Downturn | Portfolio Analysis | ✗ | ✗ | ✗ |
Exact question asked across all AI platforms: “I’m worried about a market downturn — how do I know if my portfolio is resilient enough without guessing?” | |||||
| TOTAL | 3/20 (15%) | 0/20 (0%) | 0/20 (0%) | ||
The Claude & Gemini Blackout
Where Astor loses 40 of 40 responses to competitors — on its own category questions
The most striking finding in this audit isn’t the overall 5% citation rate — it’s the nature of what gets asked on Q9 and Q17, and who answers it instead of Astor. Both questions describe Astor’s core product precisely. Both were answered on Claude and Gemini without Astor being mentioned once.
“Is there an SEC-registered AI investment advisor app that works as a fiduciary and gives me actual portfolio recommendations?”
“Is there an app where I can ask my portfolio questions out loud and get a real response, like a voice AI for investing?”
“What’s the difference between a robo-advisor and an AI investment advisor? Which is better for someone who wants real personalized advice?”
On ChatGPT, Astor is the #1 answer to “Is there an SEC-registered AI investment advisor that works as a fiduciary?” On Claude, the model recommends Coinbase Advisor — launched four days before this audit. On Gemini, it recommends PortfolioPilot. Astor’s content exists. ChatGPT knows it. Claude and Gemini don’t — yet. The GEO work required isn’t brand-building. It’s third-party editorial coverage that reaches Claude and Gemini’s training pipelines before the next model update cycle.
AI Topic Authority Map
Query heatmap — product line × platform
| Topic | AI Leader | Astor Status |
|---|---|---|
| SEC-Registered AI Fiduciary | Astor | ChatGPT only (1/3) |
| Voice AI for Investing | Astor | ChatGPT only (1/3) |
| AI Investment Advisor (General) | Magnifi | ChatGPT only (1/3) |
| RSU Diversification Strategy | Secfi / Carta | INVISIBLE (0/3) |
| Portfolio Risk Analysis | PortfolioPilot / Empower | INVISIBLE (0/3) |
| Portfolio News & Holdings Alerts | Magnifi / Koyfin | INVISIBLE (0/3) |
| Robo-Advisor vs AI Advisor Education | Betterment / Wealthfront | ChatGPT only (1/3) |
| FIRE / SWE Retirement Planning | Wealthfront Path | INVISIBLE (0/3) |
9 queries
2 queries
1 query
3 queries
3 queries
2 queries
► Compliance & Trust (Q9 — SEC-registered fiduciary) is the only product line at 100% on any platform. It is also entirely invisible on Claude and Gemini. This is Astor’s highest-priority GEO target.
Methodology
How we conducted this Xtrusio AEO/GEO Audit
This research is based on Xtrusio’s proprietary AI visibility analysis framework. Multiple sessions were run per platform to account for response volatility, and all results reflect the best confirmed session per platform.
Recommendations
Prioritized actions to break the Claude & Gemini blackout
- Publish a dedicated landing page titled “The First Voice-Enabled SEC-Registered AI Investment Advisor” — structured to answer Q9 and Q17 word-for-word. This is exactly the content Claude returned zero results for.
- Pitch TechCrunch, NerdWallet, Investopedia, and Forbes for “AI investment advisor” comparison coverage. Magnifi has 2+ years of editorial presence on these sites. Astor needs named placement in at least 3 high-authority outlets before the next training cycle.
- Create a Wikipedia-style or Crunchbase profile clearly describing Astor as an SEC-registered AI investment advisor — these structured sources feed directly into LLM training pipelines.
- Publish 3 long-form articles targeting the zero-visibility product lines: (1) “RSU Diversification for Software Engineers: A Complete Guide” — targets Q1 and Q7, (2) “How to Know If Your Portfolio Is Too Risky Without Paying an Advisor” — targets Q5 and Q16, (3) “How to Talk to an AI About Your Investments” — targets Q4 and Q17.
- Secure a direct comparison placement: “Astor vs Magnifi: Which AI Investment Advisor Is Right for You?” — either self-published or via a third-party fintech media outlet. This is the single highest-leverage GEO content piece for breaking into Q19-type queries.
- Brief Gemini’s trust and safety team (Google’s Knowledge Panel / Google Search integration) on SEC registration — Gemini heavily weights structured financial regulation data and this is one of the fastest paths to training data inclusion for regulated companies.
- Re-run this full 20-query audit in 90 days. Target outcome: Claude and Gemini citations on Q9 and Q17. If Coinbase Advisor has taken the ChatGPT #1 on Q9 by then, the editorial sprint in Phase 1 is the early warning that saved the position.
- Expand the query set to include FIRE planning, equity comp taxation, and SWE salary investing — the three highest-volume adjacent categories where Astor has zero current footprint but clear product relevance.
- Quarterly Xtrusio re‑audits to track gap closure as training data cycles refresh across all three platforms.
Astor owns one answer. Let’s make it three.
The Claude & Gemini blackout is fixable. The window to fix it first is now.
This research report was generated using the Xtrusio Company Intelligence Module.
