Investor decision playbooksPrompt 152
Audit systematic discipline
Shows whether a rules-based strategy was actually followed when discipline became uncomfortable.
Ready to ask
Prompt text
“For the part of my portfolio that follows [systematic strategy], compare my documented rules with my actual trades and rebalancing during [period]. Identify skipped rebalances, discretionary overrides and pauses after drawdowns. Estimate the effect of each deviation only where the required prices and cash flows are available, and separate execution errors from intentional policy changes.”
Context Silvia can use
User-supplied strategy rules, transactions, holdings history, cash flows and prices.
What a strong answer includes
Rule-by-rule adherence audit with estimated deviation cost.
Useful follow-ups
- Which deviation cost the most?
- Was this a policy change or an override?
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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