Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

Working Class Wall Street

workingclasswallstreet.com

Personal finance and money appsBanking

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
2,013 of 2,219
its rank by overall score
Place in its category
26th of 30 personal finance apps
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for Working Class Wall Street

AI assistants do not name this personal finance app in any of their 60 answers. Its overall score is 24 out of 100, ranking 2,013th of 2,219 companies and 323rd out of 394 in the sector. Its website passes 3 out of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Working Class Wall Street by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 188th of 394 in its sector. The typical banking company is named in 0.0% of answers.

Named fewer than three times in total. Read this as a sign that AI assistants rarely bring this company up, not as an exact comparison with its peers.

Overall score
24Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality73
  • AI readiness21
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
of the mentions of it and its 5 peers
AI readiness
3/14
technical checks passed. Typical for its sector: 3
Rank in its sector
323 of 394
by overall score, where the typical banking company scores 28

Get the full report on Working Class Wall Street as a PDF

Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

Line itemsSection 01

Every question, and where the company came up

Working Class Wall Street came up on 0 of 15 questions. Open any window to read that answer.

  1. 01How do securities-based lending solutions compare to personal loans for investors?0/4
  2. 02How do repayment terms typically work for portfolio-backed lending solutions?0/4
  3. 03What kind of interest rates and fees are typical for portfolio-backed lending platforms in the US?0/4
  4. 04What are the best platforms for borrowing against your stock portfolio in the US?0/4
  5. 05Other financing options for leveraging a stock portfolio besides portfolio-backed lending0/4
  6. 06Alternatives to borrowing against investments for increasing your buying power0/4
  7. 07Are there minimum portfolio values required to access stock-backed loans?0/4
  8. 08Is it worth using a portfolio-backed lending platform to increase your investment capital?0/4
  9. 09Ways to use funds borrowed against a stock portfolio for wealth building0/4
  10. 10Can portfolio-backed lending be used to purchase ETFs or diversify investments?0/4
  11. 11What happens if the value of your portfolio drops below loan requirements with a portfolio-backed loan?0/4
  12. 12How can investors unlock capital from their existing stock holdings without selling?0/4
  13. 13What alternatives are available for accessing cash without selling your stock holdings?0/4
  14. 14Portfolio-backed loans vs. traditional margin loans: what's the difference?0/4
  15. 15Are stock-backed loans a good way for individual investors to expand their portfolio?0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 0/15All assistants: 0/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What Gemini actually said

The company is not named in this answer

Geminidid not name the company

“What kind of interest rates and fees are typical for portfolio-backed lending platforms in the US?”

Portfolio-backed lending platforms in the US typically offer variable interest rates tied to a benchmark like the Secured Overnight Financing Rate (SOFR) plus a spread, with the spread decreasing as the loan amount and portfolio size increase. Many platforms also advertise no application, origination, or annual fees.

Interest Rates:

Variable Rates: The most common structure is a variable interest rate composed of SOFR (or 1-Month CME Term SOFR) plus a spread fidelity.com, finra.org …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Share of mentions

CompanyShare
  1. Charles Schwab – Pledged Asset Line
    53.3%
  2. Interactive Brokers – Portfolio Margin Loan
    26.7%
  3. Morgan Stanley – Securities Based Lending
    20.0%
  4. Working Class Wall Street
    0.0%
  5. M1 Borrow
    0.0%
  6. SoFi Margin Loans
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    fidelity.com
    29
  2. 02
    schwab.com
    17
  3. 03
    goatfundedtrader.com
    14
  4. 04
    bitget.com
    13
  5. 05
    ennessglobal.com
    12
  6. 06
    investor.gov
    11
  7. 07
    jpmorgan.com
    8
  8. 08
    commonsllc.com
    6
  9. 09
    amerantbank.com
    6
  10. 10
    mintos.com
    5

Working Class Wall Street is in the study as a personal finance app.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Claude
0/15
Gemini
0/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 06

How Working Class Wall Street compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
0

How often AI assistants name the company, and how that compares with its peers

Citations
0

How often AI uses the company's own website as a source

Sentiment
50

How positively AI describes the company

Site quality
73

How well built the website's own pages are

AI readiness
21

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with banking companies

394 companies in this sector. The gold tick on each bar is the typical company.

Overall score
24
Ranks 323 of 394. Typical company: 28
Named in answers
0.0%
Ranks 188 of 394. Typical company: 0.0%
AI readiness
21
Ranks 199 of 394. Typical company: 29
Against its categorySection 08

Compared with personal finance apps

30 companies in this category. The gold tick on each bar is the typical company.

Overall score
24
Ranks 26 of 30. Typical company: 29
Named in answers
0.0%
Ranks 20 of 30. Typical company: 4.2%
AI readiness
21
Ranks 21 of 30. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 0: Not yet agent-ready. Agents struggle to find basic information about the site.

To reach level 1:
  • 2 of robots.txt, Sitemap, Link headers
Can an AI agent check out here?

Not by itself. Working Class Wall Street publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtNot present
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
36 of 100
  • robots.txtNot met

    Publish a valid robots.txt with crawl rules and a Sitemap line.

    study: 86.1%
  • SitemapPassed

    An XML sitemap listing the pages, ideally referenced from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtNot met

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 15 of 100 · 97% of checks could run · checked on October 9, 2026 · www.workingclasswallstreet.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

3 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • Not metHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
Take it with you

Get the full report on Working Class Wall Street as a PDF

Every number on this page in a PDF you can keep and share with your team. Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

End of statement
All 2,219 companiesHow we measured this
Next step

Want AI assistants to name your company?

Book a 30-minute demo to see Rezolve Ai in action and what it can do for your business.

Request a demo