Condor Capital renames Robo Report as Digital Advice Report, adds AI investing tests

Condor Capital Wealth Management is expanding its long-running robo-advisor research into a broader Digital Advice Report starting with an early September edition. The new report will add independent testing of AI investing tools in funded brokerage accounts while keeping its existing performance data, benchmarking and rankings on robo advisors.

Why it matters: - Condor Capital is broadening one of the few independent research products in digital investing as AI tools move into real-money trading. - The expansion adds a new layer of testing for investors trying to judge whether automated advice and AI-assisted trading actually work.

What happened: - Condor Capital Wealth Management said The Robo Report® will be relaunched as Condor Capital's Digital Advice Report™ beginning with the upcoming edition in early September. - The report launched in 2015 as an independent, free source of performance data on robo advisors. - The new edition will add coverage of AI investing tools that can read brokerage accounts and place real trades. - Those tools include brokerage-owned AI products and third-party assistants such as Claude, ChatGPT or Gemini.

The details: - The report will continue using real accounts, real money, standardized conditions and results reporting that includes outcomes whether they are positive or negative. - The September edition will include the first independent tests of AI trading agents run in funded brokerage accounts owned by Condor Capital. - Condor Capital said the AI agents were tested the same way the firm has tested robo advisors for a decade: in funded accounts with every order routed to a live market. - The report will continue to include performance reporting on real funded robo-advisor accounts, Normalized Benchmarking, the Robo Ranking® and industry analysis. - The report remains free at more information. - Condor Capital also directs readers to terms of use guidelines for subscribing or using the data. - Condor Capital provided a LinkedIn page for the report at Digital Advice Report on LinkedIn.

Between the lines: - The rename reflects how digital advice has expanded beyond traditional robo advisors. - The addition of AI investing tools signals that Condor Capital sees a new category emerging before broad independent testing has caught up. - The company is positioning the report as a baseline source for comparing marketed automation against live-account results.

What's next: - Condor Capital said the September edition will be the first under the new Digital Advice Report name. - The firm expects readers to see both continuing robo-advisor coverage and the first wave of AI investing-tool testing in the same report. - Condor Capital said requests for written consent or licensing can be sent to digitaladvicereport@condorcapital.com or by calling 732-893-8290 and asking for David Goldstone.

The bottom line: - Condor Capital is moving its long-running robo-advisor report into a wider digital investing watchdog role, with AI trading tools now part of the test.