Bring a documentPrompt 114
Check a statement against my accounts
Catches missing positions and sync gaps before they distort your numbers.
Ready to ask
Prompt text
“I uploaded my latest brokerage statement. Compare it with what Silvia shows for that account and list any differences in balances, positions or cost basis, with the likely reason for each.”
Context Silvia can use
Uploaded statement, account balances and holdings.
What a strong answer includes
List of differences with likely causes.
Useful follow-ups
- Which differences change my net worth?
- What should I fix first?
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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