Investor decision playbooksPrompt 139
Audit investment activity
Tests whether activity added value after costs instead of rewarding motion by itself.
Ready to ask
Prompt text
“Review my trading across every account this quarter. Count round-trip trades and estimate taxes, visible fees and performance versus a clearly defined do-nothing baseline. For each sale followed by a replacement purchase, compare the subsequent results where data is available. Separate calculated results from estimates, then tell me whether my activity looks consistent with a patient, high-conviction process.”
Context Silvia can use
Cross-account transactions, holdings history, prices, cost basis and tax assumptions.
What a strong answer includes
Activity ledger, baseline comparison and evidence limits.
Useful follow-ups
- How long did I hold what I sold?
- Show results before and after estimated taxes.
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.
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