Get it as a file or emailPrompt 105
Build a holdings workbook
Puts every position in one file you can sort, filter and share.
Ready to ask
Prompt text
“Build an Excel workbook of every holding across all my accounts. Include ticker, account, account tax type, shares, cost basis, market value and unrealized gain or loss. Put each account on its own tab and add a summary tab with allocation by asset class.”
Context Silvia can use
Holdings, cost basis, account types and current prices.
What a strong answer includes
Multi-tab Excel workbook with a summary tab.
Useful follow-ups
- Add a tab of positions with short-term gains.
- Email the file to me.
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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