In the world of AI, everything is cool until it hits your area of expertise. I saw the recent announcement from Anthropic’s Claude about their new PowerPoint plugin and thought, cool this could be useful.
Then I saw it in action and thought, HOLY SHIT, this is big. Within days, I read Matt Shumer’s X article titled “Something Big is Happening” and it all made sense and it was also very unnerving.
Let me explain.
The Portfolio Review
One of the most popular use cases I have seen for these AI tools to create a portfolio review. Typically this is used by wealth managers for their new clients to show how they can re-engineering their portfolio to maximize gains. Sometimes it can take anywhere from 1 to 10 days to generate a meaning full report. With these AI tools it takes under a minute and the results are quite impressive.
I decided to take some sample/demo data from MProfit, the wealth tracking an analytics platform for family offices and upload it to ChatGPT, Gemini, and Claude. Below is a screenshot of what the sample/demo file looks like – it’s called the Advanced Performance Review report and it contains a lot of data that is very useful if you know what you are looking for.
In summary the prompt I used for the LLMs (Large Language Models) was to review the file from the lens of a wealth manager and give a report meant for the principles/promoters of the family office. The exact prompt I used was:
OpenAI ChatGPT (GPT 5.2)
First up was ChatGPT, I uploaded a single PDF file and had to wait no more then 30 seconds for the output. Yes, only 30 seconds! Any normal human being would have taken 30-45 minutes to review the portfolio and then taken time to create a report on it. The recommendations were pretty good but the report and presentation were very bare bones. You can download the files that were created and judge for yourself -> PDF PPT
Google Gemini (Gemini 3)
I then proceeded to upload the same file to Google Gemini. The recommendations were again very good and the presentation of the document was also quite nice that you could actually hand to a client. Download the PDF of the output -> PDF
Anthropic Claude (Opus 4.6)
Now we get to the LLM that really made me sit up from my chair and take notice. I had someone on my team use Claude Max and take the same PDF file and upload it into the Claude plugin for Microsoft PowerPoint. In no time, it created a great presentation that would have taken an analyst days to create. Again the recommendations were great and the presentation in PowerPoint was unreal. I took it a step further and also had it create an HTML file again with recommendations and what to do with the portfolio. Both outputs were mind-bending knowing that it only took minutes to create. Download the output -> PDF/PPT
Summary
One of the issues in uploading financial data to an LLM is that they may use it to train the models, so I’m not advocating you do that. Most of the family offices I have dealt with are absolutely against using LLMs. While it is unnerving to see an LLM perform in minutes what usually takes an analyst days to create, I’m only showing what is possible and where this financial services industry is heading and the repercussions are going to be big. For the industry, the ‘Something Big’ happening right now is a mandate to evolve.
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