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Free assessment tool
Pick a specific AI-generated wealth recommendation — real or hypothetical — and score it against 11 evidence dimensions: investor identity, mandate, portfolio context, suitability, behavioral context, policy context, evidence quality, source traceability, confidence, human approval, and auditability.
This is a framework for structured evaluation, not a legal or compliance certification. No login or email required.
0 of 11 answered. No login, no email, and no portfolio or account data required — this runs entirely in your browser.
Answer all 11 questions to see your score.
AI systems can produce fluent, technically sound recommendations about a market or a portfolio while carrying almost no information about the specific investor they affect. A recommendation can read well and still be missing the investor context, suitability check, or evidence trail that would make it defensible if a client or a compliance reviewer asked “why was this recommended?” This scorecard gives you a structured way to check for exactly that gap.
Each of the 11 dimensions is scored Yes (2 points), Partial (1 point), or No (0 points), based on whether that dimension is explicit and verifiable in the recommendation you're evaluating. Your total Evidence Completeness Score is the percentage of available points earned, mapped to Strong, Needs Review, or High Evidence Gap. These dimensions are drawn directly from NeuFin's AI Advice Evidence Benchmark research framework and the Decision Assurance Envelope specification.
It evaluates a single AI-generated wealth recommendation against 11 dimensions: investor identity, mandate, portfolio context, suitability, behavioral context, policy context, evidence quality, source traceability, confidence, human approval, and auditability.
No. This is a self-assessment framework to help you evaluate a recommendation's evidence completeness. It is not legal advice, a compliance certification, or a regulatory approval of any kind.
This scorecard is a practical, interactive version of the same evaluation dimensions defined in NeuFin's AI Advice Evidence Benchmark research framework.
NeuFin's decision-assurance layer attaches investor context, suitability checks, and evidence to every proposed recommendation automatically.
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