Understand your portfolioPrompt 028
Audit my investment thesis
Reduces confirmation bias without issuing a trade command.
Ready to ask
Prompt text
“Based on my current position in [asset], build the strongest case for owning it and the strongest case against it. Separate facts, assumptions and speculation. End with the signals that should make me revisit the thesis.”
Context Silvia can use
Position data, research and monitoring context.
What a strong answer includes
Balanced thesis and monitoring signals.
Useful follow-ups
- Which assumption is weakest?
- Turn these signals into a Radar that runs on the 1st of each month.
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.